Lead, manage, and coordinate tax compliance and advisory client engagements within the financial services industry.
Develop a new client portfolio, establish budgets, determine resource requirements, and direct / monitor engagements.
Maintain ongoing interaction with clients, manage expectations, and ensure exceptional client service.
Participate in managing a compliance group by forecasting future compliance work, delegating tasks effectively, providing coaching and training, and resolving staffing issues.
Share knowledge to enhance professional development and service delivery. Facilitate open communication and supervise staff.
Participate in recruiting efforts as needed.
Assess and identify business development opportunities across various business lines.
Build strong internal cross-functional relationships within the firm’s network.
Engage in any other ad hoc projects and related tasks as required.