Hiline

• Manage the day-to-day servicing of a portfolio of tax customers. • Prepare and review individual & business tax returns accurately for timely filing. • Perform customer multi-state compliance requirements for income tax filings. • Perform financial analysis to identify tax saving opportunities for customers. • Ensure high-value work is being prioritized, while maintaining internal controls and adherence to company procedures. • Complete work that has been committed and assigned to within the planned work period. • Be a technical resource and problem solver for team members, providing regular guidance. • Offer innovative tax planning, consulting and compliance expertise to customers. • Guide startups through key early-stage decisions (i.e., entity structure, tax matters, paying owners, etc.). • Identify emerging areas of risk for customers as it relates to federal, multi-state, international tax, legal and compliance issues. • Engage with customer's business stakeholders, attorneys, financial advisors and investors. • Understand customers’ industries to provide tailored solutions. • Communicate regularly with customers, business stakeholders and financial institutions. • Collaborate with team members on problem-solving, building/enhancing processes and staying current with industry/legislative changes. • Utilize workflow management tools to prioritize and track all customer tax work to completion, ensuring visibility and transparency to the team. • Periodically lead or support team members and management on strategic initiatives and operational improvements. • Demonstrate your ability to use good judgment in balancing the needs of customers while delivering an appropriate level of service and effectively collaborating cross-functionally with fellow team members. • Effectively and clearly communicate with customers and team across various channels. • Demonstrate teamwork, by speaking confidently on all meaningful, ongoing customer matters/initiatives and that they are being delivered on plan. • Continuously seek opportunities to improve operations and company processes. Asks questions, offers ideas and suggests solutions. • Exhibit our company’s brand, culture, and core values.