- – Initiate contact with potential customers to source new sales opportunities.
- – Conduct discovery calls to understand customer needs and requirements effectively.
- – Maintain and grow prospect database while routing opportunities to Account Executives.
- – 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.
- – Coach managers on performance issues and facilitate difficult conversations.
- – Draft HR policies, agreements, and documentation for diverse client needs.
- – Analyze engagement survey results and implement HR systems for clients.