The Senior Tax Planner will lead end-to-end tax planning engagements, designing and delivering customized strategies for a portfolio of business-owner clients. They are responsible for maintaining ongoing quarterly relationships, ensuring technical compliance, and providing proactive advisory services.
The Sales Representative will manage the full sales cycle for tax and accounting services, including handling inbound calls and maintaining a robust CRM pipeline. They are responsible for building strong client relationships and ensuring a smooth transition from the sales process to the onboarding team.
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.
