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Prepare basic and intermediate individual, federal/multi-state corporate, and basic partnership tax returns; perform tax research; prepare and organize workpapers; communicate with clients and project leads; travel to client sites as needed; work moderate to heavy overtime during busy cycles.

Support audit engagements by applying accounting knowledge, using firm technology and spreadsheet tools, working under multiple supervisors. Shadow audit professionals, participate in team training, present on a research/marketing project, and attend firm events while traveling to client sites as needed.

Provide federal and state tax credit and incentives advisory support including R&D tax credit analyses, employee retention credits, and related evaluations. Collect and organize client data, interview technical personnel, manage engagement status, assemble final deliverables, and support complex credit scenarios. Serve as lead client contact and contribute to engagement planning and project management.