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Manage tax compliance and closings, review tax work, respond to client tax inquiries, conduct intermediate tax research, prepare budgets/pricing, supervise and train staff, and maintain client relationships.

Manage commercial tax client engagements: review tax returns, projections, and workpapers; provide planning, compliance, and tax research; resolve tax issues; coordinate with partners; mentor staff; and maintain client relationships while staying current on tax and business trends.

Lead outsourced bookkeeping engagements: manage month-end close, payroll, AP, billing, and monthly reporting. Drive process design, controls, project analytics, and team coaching while improving OBS service delivery and client relationships.

Lead commercial tax engagements including review of returns, projections, research, planning and compliance. Manage client relationships, oversee tax processes, mentor staff, support business development, and stay current on tax issues.

Support tax team during busy season by preparing tax returns and extensions, organizing tax information, assisting with notices and examinations, maintaining familiarity with tax software, and performing administrative tasks. The role emphasizes learning, hands-on tax experience, and VITA program participation.

Provide hands-on tax experience: prepare tax returns and extensions, organize client tax information, assist with notices and examinations, maintain tax software knowledge, and perform administrative tasks during the busy season (Jan–Apr/May).

Support audit and accounting tasks during busy season: organize financial information, prepare tax extensions, perform account analyses and reconciliations, maintain records, and assist with administrative duties while applying classroom learning in a real-world environment.

Provide hands-on tax preparation support during the busy season: prepare tax returns and extensions, organize client tax data, assist with notices/examinations, maintain tax software knowledge, and perform administrative tasks while learning practical tax skills.

Lead tax closings and preparation, coordinate planning and fieldwork, perform tax research, analyze client accounting records and financial statements, review journal entries, handle miscellaneous tax filings, work with QuickBooks and client accounting software, communicate with clients, and mentor junior staff.

Manage and supervise BPO accounting engagements: review workpapers and financial statements, perform reconciliations, post cash transactions, conduct internal audits, resolve issues, interact with client management, mentor staff, and prepare evaluations.