- – 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.
- – Build rapport with youth through one-on-one check-ins and emotional support.
- – Plan and facilitate life skills programming and wellness activities for youth.
- – Document observations and progress notes, ensuring data integrity and compliance.
- Manage accounting, compliance, and administrative tasks for captive insurance companies and clients.
- Support U.S based clients and work with a growing team in the Halifax office.
- Ensure regulatory compliance and provide financial reporting for portfolio of clients.