• Prepare and support the preparation of U.S. federal and state income tax return workpapers and filings, including book-tax adjustments and supporting schedules
• Review less complex book-tax adjustments, supporting workpapers and tax returns for accuracy, completeness, and adherence to established procedures and controls
• Support timely and accurate filing of corporate income tax returns by tracking deliverables, managing dependencies, and escalating issues appropriately
• Research routine-to-moderately complex tax issues, summarize findings, and draft written analysis and conclusions in alignment with compliance and risk management expectations
• Collect, organize, and provide data and workpapers in response to federal and state income tax audits; ensure responses are complete, accurate, and timely
• Acquire, validate, transform, and reconcile tax-relevant data from multiple sources
• Perform account analysis and support return-to-provision and/or return-to-ledger reconciliations; investigate variances and document conclusions in audit-ready workpapers
• Use advanced Excel capabilities and approved analytics tools to transform and analyze data, identify anomalies, and support tax calculations
• Contribute to practical process improvements and leverage basic workflow automation concepts or standardized data pipelines, where available, to improve efficiency and consistency in recurring tax processes.

Tax Analyst

• Provide tax advice and solutions to clients in specialized areas
• Manage client engagements, including planning, budgeting, and delivering tax solutions
• Analyze complex tax regulations and identify opportunities for tax optimization
• Coach and mentor team members to enhance their skills and performance
• Collaborate with leadership to maintain quality and timelines for deliverables
• Uphold professional and technical standards
• Encourage innovation and embrace technology to improve service delivery
• Build and maintain strong client relationships

Manager, Specialized Tax Services – Research & Development Tax

• Lead technology-enabled tax advisory services
• Drive digitization, automation, and efficiency improvements
• Analyze complex tax issues and provide solutions
• Mentor and develop junior team members
• Maintain exceptional standards in every tax deliverable
• Build and strengthen client relationships
• Develop a thorough understanding of the business context
• Inspire and manage team members to deliver quality work

Senior Associate – Specialized Tax Services, Research & Development Tax

• Prepares and files tax returns and reports in compliance with established deadlines.
• Responsible for determining tax implications of company actions and develops strategies for minimizing liability.
• Keeps abreast of changes in federal, state, and local tax legislation.
• Utilizes appropriate internal and external resources to monitor changes in applicable foreign tax legislation.
• Responsible for managing the tax reporting, tax planning, and compliance function.
• Oversee the completion of accurate tax returns to minimize the tax obligations of the organization.
• Manage international resources to ensure proper compliance of subsidiaries in all applicable jurisdictions.
• Provide innovative tax planning and review complex income tax returns.
• Identify and mitigate tax risks.
• Manage tax provision and tax compliance process.
• Own the sales/value-added tax process and compliance.
• Manage and coordinate tax audits.
• Maintain tax balances on general ledger.
• Prepare all tax papers in regular basis and handle all information data requests.
• Coordinate and manage transfer pricing policy compliance process.
• Lead projects on a cross-functional basis.
• Help develop and implement new projects, policies, and procedures for a department to meet key corporate initiatives.
• Develop key relationships with internal and external consultants and stakeholders.

Tax Manager

• The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of high net worth clients’ individual, estate, gift and fiduciary tax returns whether prepared personally or by supervision of others.
• Performs technical tax review (1040, 1041, 706, and 709) and management of governmental tax examinations and trust accountings.
• Assumes full responsibility for larger tax returns and delegates to the various tax preparer as deemed necessary.
• Delegates, manages, and performs tax research projects to achieve an accurate and efficient product.
• Participates actively in client meetings and sophisticated tax planning efforts involving individual, estate, gift and fiduciary tax consulting. Reviews and advises on clients’ estate plan.
• Acts as a resource for tax preparation team, A&A staff on estate, trust and gift tax issues. Stays informed and knowledgeable on technical standards and tax law.
• Assists and supervises tax preparer with the more complex individual, estate, gift and fiduciary returns.
• Reviews wills and trusts pertaining to estate and fiduciary income tax returns.
• Assumes client service responsibility for clients the tax manager works directly with or clients where the responsibility is delegated from the partner.
• Communicates to the appropriate firm personnel important tax and tax developments affecting the firm’s clients.
• Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness.
• Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs.
• Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns.
• Possesses a complete knowledge of the firm’s philosophy and its opinions on tax matters.
• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
• Participates in firm’s practice development efforts through involvement w/ referral sources, community and industry activities.
• Responsible for the engagement profitability — billings and collections.
• Participate in firm’s committees and management meetings.
• Proficiency in use of computer tax preparation, tax research, and tax planning software programs.
• Ability to operate a computer, calculator and software used for estate tax and valuation.
• Willingness to become a part of the firm’s Mentoring Program.
• Performs such other duties as may be assigned.

High Net Worth Tax Manager/Senior Manager

• Prepare federal and state quarterly and annual tax provision in accordance with ASC 740 using ONESOURCE Tax Provision
• Provide assistance to outside service provider preparing the U.S. federal and state tax returns
• Preparation of U.S. federal and state income and franchise tax quarterly estimated tax payments
• Perform monthly reconciliations of tax accounts
• Assist in state and IRS tax examinations

Senior Tax Analyst

• Manage a portfolio of active credit facilities and equity investments for New Markets Tax Credit
• Perform duties supporting new deal closings and exits
• Process loan and equity requests including billing and liquidations
• Work closely with respective business units and other internal partners
• Develop, design, and implement inter-departmental controls
• Establish and maintain Customer Satisfaction through positive client relations
• Serve as liaison for both borrowers, lenders and investors
• Execute quality work and process efficiencies consistently
• Organize and execute ad-hoc presentations for team members and stakeholders

Associate, Tax Credit Operations – New Market Tax Credit

• Manage client service accounts and lead engagement workstreams
• Supervise and mentor teams to produce exceptional outcomes
• Independently tackle and resolve intricate problems
• Leverage team capabilities to meet client needs
• Integrate technology and innovative methods into service delivery
• Drive efficiency through automation and digital solutions
• Assure quality and adherence to project timelines
• Encourage continuous improvement and professional development

Wealth Management Tax Services Manager

• Lead and manage large-scale projects to achieve successful outcomes
• Innovate and streamline processes to enhance efficiency and effectiveness
• Maintain exceptional standards of operational excellence in every activity
• Interact with clients at a senior level to drive project success
• Build trust with multi-level teams and stakeholders through open communication
• Motivate and coach teams to solve complex problems
• Serve as a strategic advisor, leveraging specialized knowledge and industry trends
• Provide strategic input into the firm’s business strategies

Tax Senior Manager – Global Information Reporting

• Analyze complex problems and mentor others
• Maintain rigorous standards
• Build and maintain client relationships
• Gain a thorough understanding of business contexts
• Navigate and manage complex tax situations
• Advance personal brand and technical knowledge

Senior Associate, Insurance Tax

• Lead client calls and present tax returns and strategies
• Prepare accurate tax returns for LLCs and S Corporations
• Collect, organize, and input financial data into tax software
• Assist with onboarding new clients
• Collaborate with bookkeeping team for accurate reporting

Tax Consultant, CPA

• Prepare accurate tax returns for LLCs and S Corporations, ensuring compliance with all relevant tax laws and regulations.
• Collect, organize, and input financial data into tax software, ensuring accuracy and completeness.
• Assist with onboarding new clients, ensuring a smooth transition and strong initial relationship.
• Work closely with our bookkeeping team to ensure accurate financial reporting and seamless tax preparation.

Tax Preparer

• Manage and review complex individual, partnership, S‑corporation, C‑corporation, trust, and estate tax returns
• Research and resolve advanced tax issues, providing practical and strategic guidance to clients
• Serve as a technical resource to partners, managers, and staff on tax compliance and planning matters
• Ensure tax engagements comply with federal, state, and local regulations
• Act as a trusted advisor to key clients, maintaining strong long‑term relationships
• Lead tax planning initiatives, including multi‑year strategies, entity structuring, and transactional planning
• Communicate proactively with clients regarding deadlines, issues, and opportunities
• Participate in client meetings and presentations alongside partners
• Lead, mentor, and develop tax managers, seniors, and staff
• Review work for quality, accuracy, and efficiency while providing constructive feedback
• Assist with staffing, workload management, and workflow optimization, especially during busy season
• Foster a collaborative, high‑performance team culture
• Contribute to firm initiatives related to growth, efficiency, technology, and service offerings
• Assist with practice management, including process improvements and best practices
• Support recruiting, interviewing, and onboarding of tax professionals
• Participate in business development activities, including networking, referrals, and proposal support
• Identify opportunities for cross‑selling and expanding client services
• Begin building a personal book of business in alignment with firm goals
• Demonstrate leadership, judgment, and ownership consistent with future partner expectations

Tax Director

• Define and drive product and platform architecture for Tax services
• Lead decisions on patterns, integration contracts, data models, resiliency, and observability
• Review and guide .NET application code and solution designs
• Partner with teams on upgrade roadmaps and dependency hygiene
• Own high risk technical spikes and POCs
• Provide clear decision records and architectural documentation
• Lead migration/modernization efforts
• Collaborate with Platform Engineering to onboard domains to Confluent Cloud
• Ensure threat modeling and Security Review artifacts are produced and signed off
• Translate complex design tradeoffs into concise executive communication

Lead Application & Product Architect, Tax

• Perform initial and/or final review of manager, tax senior, tax staff and intern work products.
• Act as primary client point of contact for the firm.
• Identify opportunities for value added services for clients by staying abreast of their business needs.
• Communicate staffing and workload issues to Resource Planning.
• Review and confirm assignment objectives, scope, and work plan with client.
• Resolve work product issues using firm resources.
• Contribute to the development and management of comprehensive strategies to identify and meet all client needs.
• Identify and research technical issues to ensure compliance with federal, state, and local tax laws.
• Coach and mentor staff to assist with enhancing their skills and further develop their career.
• Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients.
• Support the partner team in the development and planning of strategy, objectives, and budgets.
• Prepare and/or review monthly client bills.
• Anticipate, identify, and resolve complex tax-technical issues.
• Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines.
• Participate in business development efforts by nurturing existing relationships and helping to identify new client opportunities

Senior Tax Manager, Auto Dealerships

• Perform initial and/or final review of manager, tax senior, tax staff and intern work products.
• Act as primary client point of contact for the firm.
• Identify opportunities for value added services for clients by staying abreast of their business needs.
• Communicate staffing and workload issues to Resource Planning.
• Review and confirm assignment objectives, scope, and work plan with client.
• Resolve work product issues using firm resources.
• Contribute to the development and management of comprehensive strategies to identify and meet all client needs.
• Identify and research technical issues to ensure compliance with federal, state, and local tax laws.
• Coach and mentor staff to assist with enhancing their skills and further develop their career.
• Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients.
• Support the partner team in the development and planning of strategy, objectives, and budgets.
• Prepare and/or review monthly client bills.
• Anticipate, identify, and resolve complex tax-technical issues.
• Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines.
• Support business development efforts by nurturing existing relationships and helping to identify new client opportunities

Tax Manager, Auto Dealerships

• Advise internal business and risk management teams on interpretation of U.S. Federal and State tax withholding and information reporting requirements and their application to a broad range of financial products and payment types
• Develop and maintain job aids and other tools to facilitate the efficient and effective implementation of business processes and controls that ensure compliance with applicable regulations and industry best practices
• Understand compliance and risk management requirements for supported area
• Apply extensive specialized knowledge and act as internal consultant or final authority in area of expertise
• Provide comprehensive tax technical expertise in the research of complex issues and transactions
• Identify opportunities requiring complex tax research, prepare memorandums and make recommendations relating to U.S. Federal and State tax withholding and information reporting risk reduction strategies
• Direct the work of less experienced staff
• Develop relationships with business unit leaders and enterprise staff function leaders to support their business needs and objectives and provide consultation and advice on complex tax withholding and information reporting issues
• Interface with external agencies, jurisdictional tax authorities or industry forums
• Work with stakeholders to implement key tax withholding and information reporting risk management initiatives

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Tax Analyst

Manager, Specialized Tax Services – Research & Development Tax

Senior Associate – Specialized Tax Services, Research & Development Tax

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High Net Worth Tax Manager/Senior Manager

Senior Tax Analyst

Associate, Tax Credit Operations – New Market Tax Credit

Wealth Management Tax Services Manager

Wealth Management Tax Services Manager

Tax Senior Manager – Global Information Reporting

Senior Associate, Insurance Tax

Tax Consultant, CPA

Tax Preparer

Tax Director

Lead Application & Product Architect, Tax

Senior Tax Manager, Auto Dealerships

Tax Manager, Auto Dealerships

Senior Tax Manager, Auto Dealerships

Tax Manager, Auto Dealerships

Lead Tax Analyst