Responsibilities

• Provide counsel to business owner clients regarding a comprehensive range of business and tax opportunities, including succession planning, wealth transfer planning, and tax compliance.
• Manage and supervise the engagement team that focuses on partnership, corporate, and trust entities. This includes the planning and execution of client tax engagements.
• Anticipate client needs and collaborate with colleagues in specialized tax areas, as well as across various lines of business, to cultivate client relationships and foster growth.
• Offer leadership, training, and career mentorship to staff and supervisor-level team members.
• Drive and collaborate with senior leadership on identifying and pursuing growth opportunities with both existing clients and prospective clients.
• Develop and maintain robust relationships with clients and other professional advisors through a commitment to exceptional client servic...