Frazier & Deeter

• Serve as the Engagement Manager and be responsible for planning, execution, final deliverable and billing and collections
• Review complex individual, partnership, S and C corporate tax returns, as well as nonprofit, trust returns, and work papers
• Experience with family offices, UHNW and HNW, real estate, QOZ (industries including, but not limited to tech, data center, retail jewelry, mining, and distribution)
• Monitor client engagements against the budget and communicate schedule adjustments to management
• Analyze complex client transactions to identify and resolve potential and/or existing problems
• Manage communication with staff and clients addressing client concerns as needed
• Identify opportunities to increase level and type of services
• Provide outstanding client service by building client confidence and trust
• Develop team member's technical skills and encourage professional growth

Tax Senior Manager, High Net Worth