Manage and review high-level returns for our clients in various industries.
Work with the client and staff to ensure tax returns, consulting, and provisions are completed correctly and by the required deadline.
Review, approve and sign tax returns for release to clients.
Coach or mentor a staff member to assist with enhancing their skills and further developing their career.
Gather relevant tax-related information from the client so an accurate tax return can be prepared.
Look at tax situations from various angles to ensure the maximum tax benefit is applied.
Network, build relationships and attract new clients or business for the Firm.
Bill clients for the services and guidance provided.