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Prepare tax returns, perform tax research and accounting analyses for closely held business clients. Lead workpapers, ensure billing accuracy, support practice development, maintain client relationships, and comply with professional education and accounting standards.

Prepare and review tax returns and related reports for closely held businesses; supervise and mentor staff; manage multiple engagements; maintain tax and accounting expertise; support client service, business development, and firm initiatives.

Prepare tax returns and conduct tax research for closely held businesses; perform detailed accounting, statistical analyses, and client billing; lead and mentor staff; assist with system improvements, client service, and business development while maintaining professional standards and continuing education compliance.

Onboard new payroll clients by gathering historical payroll/tax data, configuring earnings/deductions/taxes, training clients on payroll software, acting as primary payroll specialist for initial payrolls, maintaining project plans, and coordinating with sales/support to ensure smooth transitions.