This position is responsible for performing basic to complex tax preparation, tax research and tax planning with minimal supervision. This position also provides work direction and technical guidance to less experienced staff. This position will be contacting clients to resolve tax matters. This role performs tax planning and may be assigned tax in-charge responsibilities.
· Prepares complex tax returns and tax research.
· Reviews tax work of less experienced staff.
· Trains, mentors and provides work direction to staff.
· Reviews tax information supplied by client; may meet with or call client with questions.
· Recognizes, anticipates and resolves tax issues; makes recommendations.
· Markets firm services to existing and prospective clients.