• Review and complete all returns.
• Review estimate calculations and client T-letters
• Proactively manage and maintain workflow, ability to complete multiple projects within time constraints and deadlines.
• Manage tax department workflow. Determining priorities and commitments. Meet or exceed departmental goals & expectations. Plan and execute 2 week turnaround of deliverables. Actively look for ways to create efficiencies.
• Continue developing knowledge of technical competencies, Identify and research complex tax topics, determine IRS defendable stances on tax issues and represent client during audits.
• Take active role in mentoring and growing assigned team.
• Skills to communicate with individuals in and out of the firm. Being diligent in communicating; job status, concerns, questions.
• Strong verbal and written commination skills. Responsible for managing responses to client inquiries within 48 hours. Run client meetings
• Positive, Enthusiastic energy, professionalism, integrity, dependability, awareness of others core motive
• Build relationships internally with department and firm wide by taking on a role of growing the firm through new client referrals
• Take an active role in the understanding and awareness of billing of clients, profitability, and budgets
• Software Requirements: CCH Axcess., Workstream, Sureprep, Engagement, CS Asset · Planning, · Quickbooks · Outlook · Sharefile · Excel · Word · Adobe Acrobat