Prepares and reviews tax returns, projections, workpapers, and related forms for individuals, trusts, and businesses. Communicates with clients, tracks multiple projects, addresses reviewer comments, maintains knowledge of tax regulations, and trains associates. The role also supports performance evaluations, special projects, and compliance with firm policies and professional standards.

Assists with financial statement audits, reviews, and compilations by preparing workpapers, documenting procedures and findings, communicating with clients and team members, meeting deadlines, supporting special projects, and maintaining compliance with accounting and auditing standards.