- Reviewed federal and state tax returns and supporting workpapers for corporate, partnership, individual, NFP and trust entities across various industries- Researched tax issues and applied tax laws and regulations to support workpapers-Managed multiple client engagements with shifting priorities to produce timely deliverables and meet deadlines- Collaborated with internal business lines and specialists (international, state & local, etc.) to provide full-service client experience- Participated in planning and consulting on engagements in conjunction with management- Worked directly with clients on engagement planning and information gathering, while building client relationships- Trained and mentored staff on company procedures, best practices, execution of deliverables, developing technical skills, etc.- Worked with tax technical research tools and tax software (i.e. CCH, BNA, GoSystems, Onesource)

- Managed billing for major clients through report analysis and collaboration with various departments - Trained and mentored new-hires and junior staff and developed training documents

- Managed multiple projects simultaneously from inception through completion by forging key internal relationships to secure project priority to successfully meet client deadlines - Proactively tracked costs to keep projects on budget while taking actions to ensure maximum savings, and reported final analysis on any resulting variance to management