- – 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.
- – 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 client relationships, ensuring 95%+ retention and contract renewals.
- – Identify and close new business opportunities, owning the full sales cycle.
- – Analyze market trends to deliver data-driven workforce solutions and strategies.