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Oversee state and local tax projects, including tax research, technical client work, data analysis, workpaper review, and state income or franchise tax return preparation. Supervise staff, manage concurrent engagements and budgets, communicate with clients and firm leaders, draft legislative summaries, support business development, and mentor team members. The role requires strong knowledge of Ohio tax law, analytical judgment, accounting and tax software proficiency, and flexibility during client deadlines.

Oversee tax planning, preparation, review, and research for corporate, partnership, trust, and individual returns. Supervise and develop tax staff, manage engagement budgets and profitability, maintain client relationships, identify new business opportunities, communicate findings, and lead client presentations. Ensure compliance with professional standards while resolving complex tax issues and supporting firm initiatives.

Performs audit, review, compilation, and other assurance procedures; prepares financial statements and workpapers; tests accounts and controls; supervises, trains, and mentors assurance staff and interns; manages engagement budgets and deadlines; communicates with clients and department leaders; conducts technical research; and supports process improvement and firm growth initiatives.