Conduct online tax research ā¢ Accounting work needed for tax returns ā¢ Develop and nurture long-term relationships with client ā¢ Develop solutions for clients and champion the implementation of ideas ā¢ Review and confirm assignment objectives, scope and work plan with client ā¢ Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles ā¢ Anticipate, identify and resolves complex assignment issues ā¢ Seek regular client assessment of assignment progress and overall feedback on performance ā¢ Manage groups to ensure profitability in the short and long term ā¢ Support the partner team in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements ā¢ Support the partner team in the development and planning of practice unit strategy, objectives, and budgets ā¢ Identify and develop new initiatives to increase retention, meet resourcing needs, utilization and people development ā¢ Build on strong coaching skills to mentor key talent ā¢ Share and transfer knowledge and skills to the team ā¢ Engage in ongoing personal development in line with the competency model ā¢ Performs other related duties as assigned. ā¢ Bachelor's degree in Accounting, Tax, Finance, or a related discipline ā¢ Active CPA license ā¢ Minimum of 7 years of progressive U.S. tax compliance and consulting experience in public accounting, with at least 2 years in a management or supervisory role ā¢ Demonstrated experience working with high-net-worth individuals, entertainers, athletes, family offices, and related entities (corporations, partnerships, trusts, and individuals) ā¢ Experience with multi-state and foreign tax returns ā¢ Proven track record of managing multiple complex client engagements simultaneously and ensuring timely delivery ā¢ Hands-on experience with tax preparation and review software ā¢ Strong project management skills, including budget oversight, resource allocation, and deadline management ā¢ Demonstrated ability to coach, mentor, and develop team members ā¢ Excellent research, writing, and analytical skills, with the ability to communicate complex tax matters clearly to non-tax professionals ā¢ Strong client service orientation with a proven ability to retain and grow client relationships ā¢ Flexibility to work from home while collaborating in person half the time.