Description
Responsibilities
- Provide counsel to business owner clients regarding a comprehensive range of business and tax opportunities, including succession planning, wealth transfer planning, and tax compliance.
- Manage and supervise the engagement team that focuses on partnership, corporate, and trust entities. This includes the planning and execution of client tax engagements.
- Anticipate client needs and collaborate with colleagues in specialized tax areas, as well as across various lines of business, to cultivate client relationships and foster growth.
- Offer leadership, training, and career mentorship to staff and supervisor-level team members.
- Drive and collaborate with senior leadership on identifying and pursuing growth opportunities with both existing clients and prospective clients.
- Develop and maintain robust relationships with clients and other professional advisors through a commitment to exceptional client servic...
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