e2E

Coordinate and execute accounting and finance-related onboarding tasks to ensure a smooth transition for new clients. Develop scalable onboarding processes, manage client schedules, and perform initial full-charge bookkeeping.

The Director of Tax serves as the primary tax expert, managing the full tax function for assigned clients including the preparation and review of complex returns. They provide strategic guidance on tax planning, oversee outsourced resources, and ensure compliance across federal, state, and local jurisdictions.