- – Initiate contact with potential customers through inbound and outbound inquiries
- – Conduct discovery calls to understand customer needs and route opportunities
- – Maintain and grow prospect database while collaborating on online demos
- – Develop annual event strategy and oversee execution of diverse events.
- – Manage event logistics, including venues, vendors, and on-site experiences.
- – Lead and mentor events team, ensuring alignment with budget and goals.
- – Prepare U.S. federal and state tax returns for individuals and corporations.
- – Conduct tax research on U.S. federal and international tax matters for clients.
- – Communicate with clients to clarify tax matters and gather necessary documentation.