• Manage approximately 150 clients comprised of 100,000 hours for 8 supervisors and their teams • Delegate tax project work to each supervisor after carefully analyzing such factors as current workload, past experiences with the client, and knowledge of the type of work to be performed • Collaborate with co-workers on tax projects to achieve corporate goals within a deadline parameter… Show more • Manage approximately 150 clients comprised of 100,000 hours for 8 supervisors and their teams • Delegate tax project work to each supervisor after carefully analyzing such factors as current workload, past experiences with the client, and knowledge of the type of work to be performed • Collaborate with co-workers on tax projects to achieve corporate goals within a deadline parameter • Analyze data to ensure accuracy while monitoring trends to effectively make corrections • Serve as a liaison between clients and supervisors in handling internal and external issues as needed • Share best practices, ideas, and insights with staff as well as upper management • Assist with review and preparation of client tax work including 1065, 1120, K1, and states • Instruct new employees concerning how to prepare tax forms most efficiently • Communicate with clients to obtain information for planning purposes to effectively manage projects • Create excel spreadsheets to organize and monitor work flow which are utilized for corporate decisions • Coach over 30 staff members to assist them with achieving individual goals including promotions • Lead our local quality initiative including identifying risks and proposing solutions • Proofread, edit, and compose correspondence, reports, and emails for internal and external use • Handle confidential information and materials on a daily basis with utmost discretion • Anticipate supervisor's needs by being proactive about staff assignments for tax projects Show less

Similar to what I do as a manager, just on a smaller scale in terms of overall responsibility

• Supervised a team of between 4-20 people in order to complete projects in a timely manner• Reviewed completed assignments to ensure accuracy before returning deliverables to the client including 1120, 1065, K1, extensions, states, foreign forms, work papers, and e-files• Managed quality and turnaround time expectations of staff and clients• Answered questions and resolved problems as the main point of contact for staff and clients• Mentored and assisted staff to encourage… Show more • Supervised a team of between 4-20 people in order to complete projects in a timely manner• Reviewed completed assignments to ensure accuracy before returning deliverables to the client including 1120, 1065, K1, extensions, states, foreign forms, work papers, and e-files• Managed quality and turnaround time expectations of staff and clients• Answered questions and resolved problems as the main point of contact for staff and clients• Mentored and assisted staff to encourage growth in their careers• Communicated errors in work papers and deliverables to the client• Implemented checklists for staff to reference while preparing tax deliverables to improve quality • Contributed feedback to upper management in order to enhance process efficiencies Show less