Finance Specialist
Current- Provide thorough examination and analysis of tax returns- Interact directly with clients, handling questions, planning, and concerns, among other things- Conducting, documenting, summarizing, and reviewing research findings on specific tax issues- Technical aspects of tax preparation and compliance, as well as working knowledge of the tax code- Fill out, review, and submit applications for retirement and investment accounts, as well as obtain required registration information.- Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the team of accountants while managing the risk for both the client and the firm