- – Generate and manage leads while building strong client relationships.
- – Consult with clients to assess needs and recommend tailored solutions.
- – Present proposals and guide clients through the sales process to close deals.
- – Draft and finalize family law documents, ensuring compliance with legal standards.
- – Manage litigation calendars, deadlines, and client communications with professionalism.
- – Prepare financial disclosure and calculations using DivorceMate and maintain records.
- – Manage and review U.S. federal and state tax returns for diverse clients.
- – Lead U.S. tax compliance engagements, ensuring timely and accurate deliverables.
- – Train and mentor team members, providing guidance and performance feedback.