Possess thorough knowledge of all facets of the customers business to ensure customer understanding of engagement economics and to provide frequent updates
Actively communicate the progress of engagements problems and resolutions to customers
Continuously improve specialty area knowledge and educate the team on new audit practices and processes
Manage billable hour budgets and follow up when the team is over/under to determine the cause
Perform technical tax review of assigned tax returns simultaneously and of varying complexity
Research and identify complex tax issues and recommend creative solutions with the input of key stakeholders
Build challenging developmental plans for all team members and evaluate the results
Delegate and manage tax and research assignments to achieve accurate and efficient product
Manage billable hour budgets and follow up when the team is over/under to determine the cause
Assume responsibility for and provide direction and coaching to the tax team
Generate new business for the firm through community involvement networking and professional events/committees
Develop and sustain excellent customer relationships owning the relationship end-to-end
Celebrate individual and team accomplishments and be part of recruiting new and experienced staff
Provide effective performance feedback and on-the-job training
Contribute to performance management to help assess readiness for promotion of staff and senior levels
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