• Prepare and review a wide range of business and individual tax returns (S corps, partnerships, C corps, trusts, nonprofits, and high-net-worth individuals) • Deliver proactive tax strategies, tailored planning, and technical guidance across client accounts • Identify and resolve discrepancies in client books and ensure accurate reporting • Lead and manage client engagements from initial scoping through final delivery • Conduct technical research and prepare documentation to support tax positions • Review and finalize summaries prepared by admin staff • Contribute to internal systems, planning templates, and workflow improvements • Partner with the sales team to identify and close opportunities for expanded tax strategy services