Tax Compliance and Reporting:

• Tax Preparation: Prepare and review complex tax returns for individuals, corporations, partnerships, and other entities.

• Tax Filings: Ensure accurate and timely filing of all federal, state, and local tax returns.

• Compliance: Monitor and ensure compliance with changing tax laws and regulations.

Tax Planning and Strategy:

• Strategic Planning: Develop and implement tax strategies to minimize tax liabilities and maximize tax benefits.

• Tax Advice: Provide strategic tax advice on mergers, acquisitions, investments, and other business transactions.

• Forecasting: Assist clients with tax forecasting and budgeting.

Advisory Services:

• Consultation: Advise clients on the tax implications of their financial decisions, including estate planning, retirement planning, and investment strategies.

• Problem Resolution: Identify and resolve complex tax issues, including audits, disputes, and appeals with tax authorities.

• Risk Management: Assess and mitigate tax risks for clients.

Research and Analysis:

• Legislation Monitoring: Stay updated on new tax laws, regulations, and judicial decisions.

• Research: Conduct in-depth research on complex tax issues and provide clear, concise analysis.

• Policy Impact: Evaluate the impact of proposed and enacted tax legislation on clients.

Client Relationship Management:

• Client Meetings: Conduct regular meetings with clients to discuss their tax situation and planning strategies.

• Communication: Maintain ongoing communication with clients, keeping them informed of relevant tax developments.

• Customer Service: Provide exceptional service to maintain and build strong client relationships.

Team Leadership and Development:

• Mentoring: Mentor and train junior tax staff, providing guidance and support in their professional development.

• Supervision: Oversee the work of tax staff to ensure accuracy and compliance with tax laws.

• Knowledge Sharing: Share expertise and knowledge with team members to enhance the overall competency of the tax department.