Key Responsibilities

Operational Leadership:

Manage a team of tax associates and seniors; oversee the preparation and delivery of high volume returns in peak season and during extensions.
Quality & Review:

Perform high-level technical reviews of complex returns (including multi-state and international) to ensure accuracy prior to e-filing.
Client Management:

Serve as the primary point of contact for HNW clients, leading review calls and tax strategy walkthroughs.
Workflow Management:

Use MIS reporting to monitor team utilization, productivity, and collections; allocate engagements based on team bandwidth and expertise.
Strategic Growth:

Drive process improvements to reduce turnaround time, support business development through upselling, and manage engagement pricing strategies.
Mentorship:

Conduct regular performance reviews, technical training sessions, and career coaching to support team succession planning...