The Senior Tax Associate oversees the preparation and review of complex individual and business tax returns, applying advanced knowledge of tax regulations, multi-state reporting, accounting methods, and entity-specific tax rules. This role conducts tax planning, responds to government notices, and identifies additional client service opportunities. As a leader on engagements, the senior associate trains staff, communicates with clients, manages projects efficiently, and upholds professional standards while supporting firm-wide technical excellence.

The Manager leads client engagements across both tax and accounting, reviewing returns, financial records, reconciliations, and tax provisions with deep technical expertise. This role manages client relationships, delivers planning and advisory services, and ensures high-quality, efficient project execution. Managers train and supervise staff, oversee scheduling and workflow, contribute to process improvements, expand the firm’s business network, and handle billing and performance evaluations while maintaining strong professional communication with clients and team members.