Increased client contacts and participate in client meetings
Increase client billing being done and billing out of scope items
Proactively manage due date list
Should be primarily reviewing income and gift tax returns
Occasional preparation on only the largest and most complex projects
Assist Partners/Directors/Managers with estate tax and income tax planning
Identifying projects being done by Partners/Directors/Managers, that they can take the lead on
Training all Seniors/Staff on understanding trusts and items to focus on for preparation/review
Work with and be the go-to resource for estate tax, gift tax, and trust income tax questions of Seniors/Staff
Be able to research a project and present in a memo (with support) the answer with help
Be a liaison between the Seniors/Staff and the Directors/Managers, as they see and hear more about issues in the office, training deficiencies, etc.
Assist with review of outsourced tax returns
Identify streamlined procedures for tax preparation
CPA JD or EA license required
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