• Prepare and review complex federal and state tax returns for individuals, corporations, partnerships, trusts, estates, and nonprofits • Conduct tax research and planning to identify opportunities that minimize client tax liabilities • Collaborate with senior management to develop and implement internal tax policies, quality control procedures, and ensure compliance • Coordinate with bookkeeping and accounting teams to ensure alignment of financial data used in tax returns • Review financial records, income statements, and supporting documents to ensure accuracy • Maintain up-to-date knowledge of current tax laws and regulations • Review junior staff work and provide mentorship on complex tax matters