Capstone

Responsible for preparing and reviewing complex tax returns and conducting advanced tax research. The role involves overseeing workflow for staff and seniors while providing proactive business advisory services to clients.

Responsible for preparing and reviewing complex tax returns and conducting advanced tax research for business, fiduciary, and individual clients. The role involves overseeing staff workflow and maintaining strong client relationships to expand business opportunities.

The main mission is active prospecting across LinkedIn, Instagram, and X to engage and qualify potential clients using a highly personalized approach. This includes understanding prospect issues quickly to propose suitable solutions and scheduling qualified appointments.