The Sales Representative will conduct discovery meetings with qualified leads to discuss tax and accounting services while managing the sales pipeline. They are responsible for closing deals, identifying new sales opportunities, and maintaining professional client relationships.
The Senior Tax Associate will prepare and review complex tax returns, including Individual, Partnership, and S-Corporation filings. They are also responsible for conducting initial file reviews, communicating directly with clients to resolve data gaps, and managing client notices.
The Administrative Manager oversees a team of administrators to ensure high-quality client deliverables and efficient tax processing. They are responsible for maintaining SOPs, managing team capacity, and coordinating cross-functional initiatives across the firm.
The Senior Tax Manager oversees tax compliance services, manages client relationships, and drives firm growth through business development and cross-selling. They are also responsible for leading, coaching, and upskilling team members to ensure high-performing, efficient operations.
