Responsibilities:
Prepares and reviews Personal and Entity tax returns/work files for completeness, accuracy and compliance; communicates with and trains staff on areas needing improvement.
Assumes the responsibility for the smooth flow of tax returns.
Monitors tax deadlines to ensure that returns are prepared on a timely basis; communicates with partners during the preparation process to identify any tax issues needing addressing and to pull jobs so that they reach the technical review stage timely.
Monitors and analyzes all incoming tax notices and drafts responses.
Manages workloads and work products of other tax staff members; delegates tax work to staff.
Oversees tax, tax planning and fixed asset software to ensure defaults are properly set; disseminates software enhancements to staff.
Acts as key client contact person for select engagements.
Contributes to the client service team by producing quality work with quick turnaround and attentive service.
Trains accountants and interns to prepare effective responses to tax notices and reviews for accuracy.
Performs tax research and helps train staff to do the same, schedules annual tax research training session for all tax staff.
Informs clients (or staff member) of tax options available and possible outcomes through clear and concise memos, emails or letters.
Seeks and communicates efficiencies in producing quality work products.
Initiates new work for existing clients.
Stays current on new legislation and educates staff and clients.
Supervises extension process to ensure accurate and timely preparation.
...Job Title : Junior Real Estate Project Manager Location: Alpharetta, GA Office requirements : In-office Monday through Thursday 8:00 AM to 4:00 PM. Work from Home Fridays. Unlimited PTO. Infrequent site visits on an as-needed basis. About us: Phillips Brothers...