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Lead and perform tax preparation and planning for individual clients, prepare and file federal/state/local returns, review financial records, identify tax strategies, maintain client records, provide real-time tax support, and build and manage a multi-location tax preparation team.

Prepare and file federal, state, and local individual tax returns; review client financial records; identify tax-saving strategies; communicate with clients; maintain confidential records; stay current on tax laws; collaborate with team and help develop and expand the tax department.

Prepare and file federal, state, and local individual tax returns; review financial records; identify tax-saving strategies; communicate with clients; maintain confidential records; stay current on tax law; support real-time tax needs and help grow and manage a multi-location tax department.

Lead and perform individual federal, state, and local tax preparation and planning; manage and build a multi-location tax support team; ensure accuracy, compliance, client communication, and development of internal policies and procedures while staying current on tax law.

Serve as regional receptionist and office manager: handle all client communications, manage office operations and inventory, maintain client filing, support sales team and educational events, and deliver exceptional client experience.