Support proposal operations with rapid turnaround, manage intake and workflow, and improve processes using automation and AI. Execute SEO, website optimization, social media strategy, and content calendars. Build reporting dashboards, analyze performance, and present insights to leadership. Collaborate with partners and travel periodically to other offices (10-15%).

Prepare and review federal and multi-state tax returns for individuals, partnerships, corporations, and trusts; manage engagement workflow and deadlines; identify and research tax issues; supervise, coach, and train staff; communicate with clients and tax authorities; use and train others on tax preparation software; ensure engagement quality, timelines, and budgets are met.

Lead and review federal and multi-state income tax engagements for partnerships, corporations, and individuals. Perform technical research, oversee engagement planning, budgets and billing, ensure quality, manage workflow and communications, train and lead teams, and develop client relationships while advising on tax planning and compliance.