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Assist Tax Resolution Manager with tax notice analysis, client communication, and resolution processes, while improving tax preparation methods.

The Attorney will provide legal advice focused on estate planning, asset protection, and business planning, including consultations, document drafting, and compliance. Duties also involve team collaboration and client relationship management to ensure satisfaction and ethical practices.

Serve as primary point of contact for tax clients: perform onboarding/welcome calls, schedule appointments, respond to client inquiries within one business day, coordinate across departments, process client agreements and payments, and maintain accurate documentation to meet deadlines and client satisfaction goals.

Prepare and submit IRS entity selection and related tax forms (e.g., Forms 8832, 2553, 8822-B), manage client communications for signatures, verify completed forms, file extensions, collaborate with internal teams, document receipts, and improve form preparation processes to ensure accuracy and timely IRS submission.

Provide bookkeeping services to multiple clients, ensuring accurate financial records, reviewing transactions, and maintaining strong client relationships through effective communication and support.

The Client Tax Coordinator serves as the primary contact for tax clients, providing support, scheduling calls, and ensuring efficient service delivery through coordination with internal teams.

The Client Tax Coordinator is the primary contact for tax clients, ensuring excellent service, handling inquiries, coordinating with departments, and managing administrative tasks.

The Account Manager is responsible for managing client accounts, ensuring exceptional service, resolving issues, and maintaining relationships to enhance client retention and satisfaction.

The Tax Engagement Lead manages client relationships during the tax preparation cycle, conducts quality reviews of tax returns, and oversees workflow coordination between teams, ensuring compliance and timely filing.

Serve as the primary contact for tax clients, providing customer service, scheduling, responding to inquiries, and coordinating internal support.