li>Manages projects by planning the tax process and the procedures to be performed with quality;
Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers;
Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues;
Meets internal deadlines to match the client expectations for timely delivery of service;
Identifies book-to-tax differences.
Identifies consulting opportunities to reduce client's tax liability;
Provides efficient and effective support for client consulting projects;
Gathers relevant information for controversy work, efficiently and effectively;
Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom.