Prepare and review federal and state tax returns for individuals and business entities, manage tax engagements, conduct research, identify planning opportunities, monitor deadlines and budgets, and maintain compliant workpapers. The role also involves client communication, collaboration with bookkeeping teams, mentoring associates and interns, training new hires, and developing entity-level tax expertise and supervisory capabilities.

Coordinates front-office operations for an accounting firm, including client reception, phone and document intake, tax return delivery, appointment scheduling, workflow tracking, filing, payment processing, supplies, and interoffice communication. The role supports client service, administrative efficiency, and collaboration with tax and bookkeeping teams while using firm workflow and document-management systems.