Responsibilities
- Maintain high client satisfaction through strong relationships and enforce quality standards for accurate client deliverables
- Lead and mentor a tax team consisting of a senior manager and three accountants
- Produce and update personal and corporate tax planning materials, including adjustments to payroll settings based on planning objectives
- Prepare and review individual and business tax returns
- Establish and track key performance indicators to guide team performance, ensure compliance, and support data-informed decisions
- Handle responses to tax notices affecting both individuals and businesses, including income, payroll, and other tax-related notices
- Generate tax forecasts, model financial scenarios, and conduct related analyses using tax software
- Investigate federal and state-level tax matters involving income, payroll, and sales tax
- Address client questions on tax reporting, strategy, and compliance
- Advise clients on tax implications of organizational structures and support entity formation
- Analyze and recommend tax-efficient designs for compensation, retirement, and employee incentives
- Support clients in identifying and accessing government tax programs and grant opportunities
Work Arrangement
Remote (Worldwide)
Team
Full-time role with management responsibilities
