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| Review tax returns and projects prepared by others | Plan, supervise, and review monthly compilations and audit and review engagements | |
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Prepare tax returns or finish preparation of tax returns prepared by others on an as needed basis |
Organize, plan, and supervise work of firm accountants | |
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Research tax issues |
Participate in training of Tax Accountants | |
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| Manage own workload by monitoring project/return deadlines, frequent daily contact with client administrators and/or Senior tax managers in assessing project status and problems encountered | Interact with client personnel on tax return information, due dates, deadlines, and other compliance matters and keep client administrators and/or Senior tax managers informed and vice versa | |
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| Recognize potential problem areas in projects/returns and discuss with appropriate persons | Handle IRS and state tax authorities' correspondence | |
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| Look for opportunities to provide additional services to clients | Develop network of referral source though active involvement in professional and civic organizations | |
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| Provide creativity in evaluating tax service procedures and recommend improvements in those areas | Administer firm accounts receivable, collections and supervise work in process | |