Review quarterly tax provisions and corporate, individual, trust, estate, S Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns. Manage and oversee all aspects of the client's tax compliance, including preparation and filing of federal, state, and local tax returns. Develop and implement tax planning strategies

Lead and oversee tax compliance and planning engagements for a diverse client base, including individuals, partnerships, corporations, and trusts. Serve as a trusted advisor to clients, providing strategic tax guidance and solutions to optimize their financial position and achieve their business objectives. Builds new relationships and maintains existing relationships wit

Prepare and process a high volume of bills promptly and accurately, including electronically billed invoices using various billing platforms. Handle billing adjustments, special bills, and estimates as required. Manage departmental tasks such as conflict checks, client and matter setup, and timekeeper profile management. Generate and distribute monthly past due statements