- – 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.
- – Assists in financial analysis and reporting to support decision-making processes.
- – Prepares and organizes financial documents for audits and compliance reviews.
- – Collaborates with team members to streamline financial operations and workflows.
- – 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.