• Plan, supervise, and complete multiple client engagements
• Provide finished, complete work products for Principal review
• Serve as a primary point of contact for clients and their accounting personnel
• Participate in the billing process
• Supervise and train lower-level accountants
• Review individual, partnership, S corporation, C corporation, trust, and estate tax returns and workpapers
• Apply accounting principles and tax laws while maintaining current regulatory knowledge
• Perform tax research and document conclusions on technical issues
• Identify tax planning opportunities and communicate recommendations to Principals and clients
• Assist with IRS and state tax notices and examinations
• Develop and maintain client relationships through proactive communication and identifying additional service opportunities
• Produce accurate, organized work products and conduct thorough self-reviews
• Monitor engagement budgets, realization, and profitability; communicate scope changes and recommend solutions
• Use KWC technology systems, adopt new applications and processes, and resolve technical issues
• Evaluate and improve processes and solutions through critical thinking
• Supervise, mentor, train, and develop team members
• Recruit, hire, and conduct performance evaluations
• Implement training and identify training opportunities
• Handle corrective action and termination in accordance with firm policies
• Participate in networking and business development activities
• Assist Principals with proposals and new client onboarding
• Perform other assigned tasks

Tax Manager – Business Services Group