Own tax plan delivery and compliance oversight for an assigned client book. Deliver tax-saving strategies using an established planning framework, ensure timely accurate filings, maintain audit-ready engagement records, and serve as the technical tax expert collaborating with delivery and account teams.

Manage tax return workflow from intake to filing: prepare workpapers, track client documents and open items, coordinate offshore return preparation, enforce quality standards, prepare filing packages, and update stakeholders to ensure timely, complete filings.