• Lead and manage client engagements across tax and assurance services, serving as the primary relationship owner and advisor. • Oversee preparation and review of individual, corporate, partnership, fiduciary, and exempt organization tax returns, as well as audit, review, and compilation engagements. • Analyze financial statements and business operations to identify improvements in tax efficiency, internal controls, and accounting processes. • Coach, mentor, and train staff, providing technical guidance, feedback, and professional development opportunities. • Manage engagement budgets, workflow, and timelines to ensure accuracy, efficiency, and client satisfaction. • Collaborate with firm leadership to drive client growth, retention, and operational excellence through business development and strategic planning.