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Conduct final reviews of tax returns for accuracy and compliance
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Communicate with clients regarding tax-related matters and inquiries
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Provide clear and professional tax guidance to clients
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Collaborate with the tax team to ensure timely and accurate filings
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Maintain up-to-date knowledge of tax laws and regulations
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Identify and address potential tax issues or discrepancies
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Ensure all client communications align with firm values and standards
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Document client interactions and tax-related decisions in firm systems
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Assist with tax planning strategies and recommendations
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Uphold professionalism, integrity, and attention to detail in all work
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CPA, EA, or relevant tax certification (preferred)
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3+ years of tax preparation and review experience
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Strong knowledge of U.S. tax laws and regulations
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Experience with tax software and accounting systems
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Excellent attention to detail and analytical skills
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Strong written and verbal communication skills
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Ability to manage multiple tasks and meet deadlines
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Client-focused mindset with a problem-solving approach
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Ability to work independently and collaborate with a team
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Commitment to continuous learning and professional growth