GRF CPAs & Advisors

Events

• Oversee the full lifecycle of a diverse event portfolio, including webinars, executive-level programs, client experiences, and conferences
• Manage end-to-end execution of firm-hosted events, develop timelines, budgets, and project plans
• Coordinate all aspects of webinars and virtual programming
• Plan logistics for in-person events and multi-session conferences
• Manage relationships with event vendors and venues
• Collect data and feedback for actionable insights and reporting
• Ensure all events reflect the firm’s brand and deliver high-quality attendee experience

Marketing Events Manager

• Efficiently review all clients' tax returns and communicate with clients
• Perform technical tax review and approval of business and individual tax returns
• Manage and delegate tax research projects
• Lead client relationships and participate in client meetings
• Act as a resource for tax staff on training and development
• Delegate and manage governmental tax examinations
• Maintain familiarity with qualifications of tax staff members
• Develop staff by assisting in recruiting and training

Tax Manager

• Assumes full responsibility for supervising tax return preparation and special assignments using established firm policies and procedures and managerial direction.
• Coordinates various phases of engagements, plans engagements, budgets time and expenses, monitors actual performance against budget, reviews returns for accuracy, completeness, suitability of presentation and adequacy of disclosures. Resolves problems as they arise.
• Provides supervision and on-the-job training to staff assigned to engagement.
• Determines the extent of review required in a tax return and selects elements to be reviewed.
• Assigns tasks to staff members based on their knowledge and capabilities.
• Trains staff members, offers guidance and direction, gives constructive criticism of working papers.
• Ensures that drafts of working papers and returns are prepared in accordance with generally accepted professional and firm standards.
• Communicates engagement's progress, problems, resolutions, financial information, tax activity and other business concerns to the client.
• Reviews with manger or partner significant findings that raise questions involving accounting principles, tax issues or return presentation.
• Prepares or reviews returns, notes, schedules, and management letters for later discussion between manager or partner and the client.

Marketing Events Manager

Tax Manager

Tax Supervisor