Client Services Representative

• Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.
• Preparing and reviewing depletion schedules for tax returns with oil and gas activity, reporting income and expenses on a per property schedule.
• Build impactful relationships with new and existing clients and maintain relationships with firm leadership.
• Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines.
• Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
• Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.
• Mentor and coach junior team members.

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