Teams at Lavine, Lofgren, Morris & Engelberg, LLP

Provides administrative, tax department, client service, and accounts receivable support for a professional services firm. Responsibilities include client onboarding, document preparation, tax workflow tracking, deadline monitoring, client communications, payment processing, account reconciliation, office coordination, records maintenance, and support for firm projects. The role requires strong organization, confidentiality, proofreading, data-entry accuracy, and the ability to manage competing deadlines, especially during tax season.

Prepares advanced individual, partnership, corporate, and trust tax returns; reviews intermediate returns; prepares federal and state estimated tax payments; assists with audits and tax research; manages multiple engagements and deadlines; and mentors staff and interns. The role also supports office training, delivers high-quality client work, and provides guidance while maintaining strong client-service standards.

Reviews complex federal and state tax returns for individuals, partnerships, corporations, and trusts. Advises clients, prepares tax memoranda and regulatory submissions, provides technical training, mentors staff, and manages client engagements, budgets, productivity goals, and business development initiatives.