• Acts as liaison between partners, clients and staff • Managing multiple projects and client engagements simultaneously while scheduling, staffing and coordinating engagement workflow • Develops and trains staff • Major involvement in firm practice development efforts, develop advanced technical knowledge, and management skills • Ability to make decisions • Ability to effectively delegate work • Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of client's business • Plans, schedules and staffs engagements using firm policies and procedures • Supervises staff and provides on-the-job training; reviews tax returns and related work papers prepared by staff including performance evaluations • Anticipates problem areas of engagement and develops procedures to address those problem areas; keeps supervisors informed of important developments and recommends solutions • Communicates progress of engagements, problems and resolutions to client through written and oral correspondences • Prepares invoices to clients, communicates details of fees to clients and assists in collection of overdue accounts • Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate • Performs supervisory reviews of all tax returns and governmental tax examinations of complexity • Assumes tax preparation responsibility for the more complex business returns • Delegates and manages governmental tax examinations; may represent the client before the appropriate tax authorities