The Tax Return Preparer is responsible for accurately preparing US individual and business tax returns, including 1040, 1120S, and 1120 forms. They must also manage client communication, reconcile financial documentation, and meet strict production deadlines throughout the tax season.
The Senior Tax Planner will lead end-to-end tax strategy for a portfolio of business-owner clients, including designing customized tax plans and conducting quarterly advisory meetings. They are responsible for technical execution, maintaining high-quality workpapers, and collaborating with firm leadership on complex planning matters.
The Tax Manager will lead the tax return division, conducting final reviews of complex returns and overseeing team workflow. They will also mentor staff, resolve complex tax issues, and collaborate with leadership to improve firm systems and processes.
The Customer Success Manager will serve as the primary point of contact for tax clients, focusing on building long-term relationships and ensuring client satisfaction. They will proactively identify upsell opportunities and manage client health to drive retention and revenue growth.
The Tax Manager will conduct final reviews of complex tax returns and oversee team workflow to ensure accuracy and compliance. They will also mentor staff, collaborate with leadership on tax strategies, and maintain strong client relationships.
The Tax Operations Associate manages client follow-ups for outstanding tax and accounting documents to ensure timely engagement delivery. They are responsible for tracking project status, organizing client files, and coordinating with internal tax professionals to resolve open items.
