· Manage multiple client engagements simultaneously, ensuring overall success of each project
· Maintain relationships with executives at multiple family offices
· Preparation and review of Individual, Trust, Estate, Partnership, Corporation, and Real Estate Partnership Tax Returns
· Strong Trust Accounting skills
· Manage, develop, train, and mentor team members on projects and assess performance for engagements and annual reviews
· Supervise and review team members’ work for accuracy and compliance with professional standards
· Review of Individual returns that include:
o Multiple, complex partnership K-1s
· Ability to research, interpret, and apply tax code to unique circumstances.
· Ability to read, understand, and apply directions contained in trust documents prepared by others
· Ability to read, understand, and apply directions contained in estate plans.
· Maintain active communication with clients to manage expectations and ensure satisfaction
· Actively invest in professional development individually and through participation of continuing professional education, including sharing knowledge within the firm
· Participate in firm wide initiatives including recruitment
· Work with partners on proposals and business development