International Tax Client Relationship Manager
CurrentAs the International Tax Client Relationship Manager, my role is to use my extensive international tax expertise to accurately discern the needs of prospective clients in an effort to successfully onboard them as new clients. I act as the liaison between the firm staff and prospective/new clients My coordination with the consulting, international tax compliance, marketing, wealth management, and operations teams ensures that the new client process is seamlessly adapted for all parties. My goal is to make the transition process from prospective clients to highly satisfied new clients as satisfying as possible. I also assist the firm with tax calculations, tax consulting, tax return and tax form completion, as well as other tax technical support.
