Prepare and file federal, state, and local individual tax returns; review client financial records; identify tax-saving strategies; communicate with clients; maintain confidential records; stay current on tax laws; collaborate with team and help develop and expand the tax department.

Prepare and file federal, state, and local individual tax returns; review financial records; identify tax-saving strategies; communicate with clients; maintain confidential records; stay current on tax law; support real-time tax needs and help grow and manage a multi-location tax department.

Serve as regional receptionist and office manager: handle all client communications, manage office operations and inventory, maintain client filing, support sales team and educational events, and deliver exceptional client experience.