Supervise tax engagements in accordance with firm and professional standards
Plan and schedule tax engagements with clients and internal resources
Build and maintain direct client relationships
Perform detailed reviews of tax returns and workpapers
Conduct tax research projects
Communicate with clients and team members on project status, opportunities, and issues
Provide training, direction, and oversight to team members
Maintain technical expertise across relevant tax areas and industry specializations
Build new client relationships and manage existing book of business, including budgets and production goals
Support consulting and special projects as requested by management and clients