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Assist with preparing and electronically filing federal and state tax returns, extensions, estimated tax payments, household employer payroll filings, and IRS or state notices. Maintain tax refund ledgers, client deadline databases, reporting system data, and gain/loss comparisons. Organize tax documents and coordinate printing, mailing, and client delivery of tax returns and vouchers.

Oversee complex tax engagements for high-net-worth individuals, families, trusts, estates, and business entities. Responsibilities include preparing and reviewing federal, state, and international tax returns, tax planning, research, audits, client communications, staff supervision, training, deadlines, and business development. The role requires CPA or EA credentials, accounting education, and substantial public accounting experience across individual, corporate, and partnership taxation.

Oversee tax engagements from planning through delivery, including complex individual, corporate, partnership, multi-state, and international tax returns. Manage client deadlines, tax planning, research, IRS and state agency communications, staff delegation, training, and client relationships. Support business development through proposals and client meetings, provide technical tax guidance, and complete consulting and special projects for clients and management.

Oversee international tax engagements for multinational clients, including planning, structuring, compliance, tax calculations, audits, research, and advisory projects. Review complex U.S., multi-state, and international returns; manage deadlines, staff deliverables, and global advisors. Provide technical guidance on international tax law, identify tax savings opportunities, communicate with clients and tax authorities, support business development, and mentor employees.

Serves as the primary administrative and reception contact for the El Segundo office, supporting clients, partners, managers, and employees. Manages calendars, client portals, tax work papers, engagement letters, billing, invoices, deposits, office supplies, mail, filing, and facilities coordination. Requires full-time on-site work Monday through Friday, with occasional seasonal overtime and evening or weekend hours during tax season.