• Interface directly with clients without partner involvement.
• Schedule and oversee fieldwork and preparation of compilation and review financial statement engagements.
• Review tax returns and financial statements to ensure technical accuracy and adherence to firm standards.
• Prepare complex business and individual tax returns and provide tax planning independently.
• Review financial statement reports, including footnotes, ensuring they are ready for partner signature.
• Perform a broad range of accounting tasks, minimizing direct partner involvement.
• Conduct technical tax reviews and approve all tax returns and governmental tax examinations of any complexity.
• Assume full responsibility for larger tax returns, tax research, and delegate tasks to tax preparers as needed.
• Act as a resource for tax preparers and staff on specific tax issues and questions.
• Communicate important tax and tax-related developments to relevant firm personnel.
• Delegate and manage governmental tax examinations and may represent clients before appropriate tax authorities.
• Train and develop staff through recruiting, performance evaluations, developing training aids, and instructing professional development programs.
• Maintain a complete knowledge of the firm’s philosophy and positions on tax matters.
• Stay current on general economic and political trends and legislation that may affect clients.
• Participate in the firm’s practice development efforts through involvement with referral sources, community, and industry activities.
• Sign and issue select tax returns.

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