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Lead and review complex federal and state tax returns (1040,1120,1120S,1065); provide proactive tax planning; manage engagements end-to-end; mentor staff; build client relationships and develop business; work in CCH Axcess and CCH Engagement with Lacerte background.

Manage in-house tax compliance for an existing RIA client book: prepare, review, and sign returns; advise clients on conversions, estate and tax planning; build tax workflows and processes; support business development and lay groundwork for bookkeeping as the firm scales.