24 results for Internal Auditor in Seguin, TX

Internal Auditor We are in the search for a dedicated Internal Auditor to be a part of our client's team based in Austin, Texas. The Internal Auditor will be entrusted with the task of assessing operational efficiencies, internal controls, and compliance. The role involves conducting risk assessments, investigating irregularities, and preparing audit findings. Responsibilities: • Lead the planning and execution of internal audits.• Conduct comprehensive risk assessments to identify and prioritize key areas of focus.• Evaluate the company's adherence to policies, procedures, and regulatory requirements.• Investigate any irregularities identified during audits.• Recommend corrective actions to improve operational efficiency and control.• Prepare detailed audit findings and present them to relevant stakeholders.• Utilize accounting software systems to maintain accurate audit records.• Collaborate with the team to develop and implement audit plans.• Ensure all auditing processes align with the CobiT framework.• Oversee business systems to ensure accurate financial reporting.

Accounts Payable Specialist We are offering a permanent employment opportunity for an Accounts Payable Specialist in Cibolo, Texas, 78124, United States. This role is within the automotive manufacturing industry and will involve providing direct support to Accounts Payable, Accounts Receivable, and General Ledger operations, tracking expenditures, and performing Budget vs. Actual analysis. Responsibilities: • Provide direct support to Accounts Payable and Accounts Receivable operations. • Maintain accurate sub-ledger and general ledger accounts in Dynamics AX. • Track and manage company spending approval process. • Prepare Monthly Actual vs Budget reporting for upper management. • Conduct Balance Sheet & P& L Analytics. • Assist with AP process, ensuring invoices are accurately coded, payments are processed timely and General Leader is reconciled. • Identify discrepancies in ledgers and accounts, tracking them and making corrections as needed. • Assist in the creation of Manufacturing and Project Profit and Loss statements. • Support management in the creation of the company Operating Budget and collaborate with management to maintain budget targets. • Assist with banking and Credit Card reconciliations and monthly balance sheet statements. • Supports the month-end close process and maintains schedule. • Assist with completion of quarterly and yearly financial audits. • Provide supporting documentation for internal/external auditor requests. • Support the preparation of Reporting package including Monthly Financial Consolidate Packages, KPI Reporting, and A3.

Accounts Payable Clerk Job Summary:As an Accounts Payable Clerk, you will play a crucial role in our finance team by ensuring accurate invoice processing, timely payments, and organized financial records. With 1-2 years of experience, you will handle vendor communications, reconcile statements, and support month-end closing tasks. Your attention to detail and ability to work efficiently in a fast-paced environment will make you a valuable asset to our team.

Assistant Controller Our client is searching for an Assistant Controller. The client offers all employees a quarterly bonus up to 40% of salary! Free lunch, Hotel discounts, restaurant discounts and career growth assistance. On a daily basis, the assistant controller will be responsible for the following duties; • Train and supervise a staff of six, provide recognition, and coaching as needed. • Coordinate all on site accounting functions with the Controller and VP of Finance. Act as liaison for ownership and senior leadership accounting requests. • Assist in attaining financial goals for a high end luxury hotel • Partner with Accounts Receivable to ensure the timely billing of all direct bill accounts with complete backup and accurate invoices. • Ensure all guest disputes and requests for clarification is resolved and/or responded to in a timely manner. • Ensure an effective tracking system for all rebates/adjustments. • Ensure daily balance of the Daily Report. • Ensure Internal Audit requirements and SOP compliance. • Completes all general ledger, bank and balance sheet reconciliations and analysis. • Oversee the processing of invoices and ensure timely payments to vendors. • Implement and maintain internal controls to prevent fraud and errors in the accounts payable process. • Ensures compliance with Federal, State and local City Licenses, Permits and tax requirements. Completes and files timely all hotel tax liabilities. • Supervise the payroll processing to ensure employees are paid accurately and on time. • Ensure compliance with relevant tax laws and regulations related to payroll. • Provide financial insights and support to help departments achieve their financial goals.Ensure a timely month-end closing and reporting. • Produce accurate financial statements. • Assist with corporate reporting, forecasting, and budget preparations. Job Requirements: • Must have 4-5 years of accounting experience preferably in the hospitality industry. • Previous experience as an Accounting Manager, Assistant Controller or an Assistant Director of Finance in a luxury hotel • Must be flexible and able to work weekends occassinallyaionally • Must have intermediate knowledge of Excel, Sage Intact & preferably ProfitSword

Director of Accounting We are offering a permanent employment opportunity for a Director of Accounting in Austin, Texas. This role is integral to our financial operations, with a focus on managing general ledger activities, ensuring compliance with internal financial and accounting policies, and working with external auditors. As the Director of Accounting, you will also be involved in managing budgeting and forecasting activities, as well as leading the accounting staff. Responsibilities • Oversee general ledger activities for accurate and timely financial management • Ensure compliance with internal financial and accounting policies, updating as necessary • Manage interactions with external auditors, leading audit and review processes • Play a key role in budgeting and forecasting activities, providing support where needed • Analyze past, present, and expected financial operations to identify opportunities for improvement • Supervise and develop accounting staff to ensure efficient department operations • Maintain up-to-date knowledge of organizational policies and procedures, as well as current accounting standards • Evaluate and manage financial systems, proposing improvements as required • Review and analyze financial statements for accuracy and completeness.

Controller We are in search of a Controller to enhance our team located in San Antonio, Texas. This role involves managing our accounting functions, ensuring accuracy and compliance, and working with our ERP system to maximize its potential. The Controller will also be responsible for leading a team to establish and maintain accounting controls, produce timely and accurate financial reports, and facilitate process improvements. Responsibilities: • Manage the overall general, revenue, and payroll accounting to uphold accuracy, compliance, and productivity.• Utilize the ERP system to its maximum potential, addressing internal control issues and improving the financial close process.• Lead a team to establish and implement internal controls, deliver timely and accurate financial reporting, and facilitate process improvement.• Work across departments to tackle systemic challenges and align financial activities with business objectives.• Maintain control of the General Ledger system, overseeing the management of all monthly transactions and financial statements.• Establish, uphold and continually improve internal accounting and administrative controls to safeguard assets.• Direct and supervise the effective month-end and year-end closing processes of financial information.• Oversee the coordination of quarterly and annual financial reports, ensuring compliance with accounting, auditing, and financial reporting standards.• Direct and coordinate audits, scheduling outside auditor activities.• Implement appropriate accounting processes for all agency initiatives that impact accounting.• Act as a resource to and liaison between departments and external contacts, providing technical guidance and direction.• Coordinate the completion of accounting projects as directed by senior management.• Handle the accounting aspects of any system conversion projects.• Ensure compliance with all Generally Accepted Accounting Standards (GASB) and Generally Accepted Accounting Principles (GAAP) requirements. If you are interested in the role, apply online and call our office at 210-696-8300.

Staff Accountant We are in search of a Staff Accountant to add to our team. The Staff Accountant will be integral to financial operations within the construction industry, ensuring adherence to accounting standards and maintaining precise financial records. The role is based in San Antonio, Texas, and provides an exciting opportunity to work in a dynamic and fast-paced environment. Responsibilities:• Handle financial aspects of construction contracts, offering reports on lien waivers, compliance, and project profitability• Oversee and maintain accurate accounting records, including updates to the general ledger, payroll, and job cost tracking• Assist with internal and external audits by offering essential documentation and financial summaries• Monitor construction project expenses, prepare precise cost allocations, and ensure alignment with project budgets• Generate and analyze financial reports, including Work in Progress (WIP) schedules and monthly project cost analysis• Maintain compliance with federal and state regulations in reporting• Assist in creating and monitoring project budgets, identifying potential cost overruns, and preparing financial forecasts• Identify opportunities for efficiency improvements in financial workflows and ERP software usage. If you're interested in the role, apply and call our office at 210-696-8300.

Accountant (Tax) We are currently searching for a proficient Accountant (Tax) to join our team in the education industry, located in San Antonio, Texas. This role involves handling tax and audit duties within the university setting, as well as reporting tasks. Responsibilities: • Ensure compliance with tax regulations, with a focus on Forms 990 and 990-T • Handle inquiries related to tax matters efficiently • Contribute to the preparation and submission of university tax returns • Prepare work papers for annual financial audits • Coordinate with external auditors for annual benefits audit • Prepare compliance documents on an annual basis • Summarize debt disclosure requirements • Handle Moody's annual disclosure • Prepare quarterly and annual financial statements for international joint ventures • Use accounting software systems and ERP for efficient task completion • Manage both Accounts Payable (AP) and Accounts Receivable (AR) • Conduct auditing and balance sheet account tasks • Utilize Concur and other relevant tools for task completion • Handle Federal Income Tax and State tax matters • Use Excel skills, including v-look ups, pivot tables, and formulas, for various tasks.

Accounts Payable Clerk We are offering a long term contract employment opportunity for an Accounts Payable Clerk in the manufacturing industry. Based in San Antonio, Texas, this role involves performing various accounting and clerical tasks to ensure the efficient management and processing of accounts payable transactions. Responsibilities • Efficiently process all invoices for payments adhering to company policies. • Perform precise data entry to key in vendor invoices and execute a 3-way match process. • Ensure accuracy while reviewing payment proposals. • Collaborate with the Purchasing department and vendors to resolve any discrepancies in invoices. • Prepare and process checks for vendors. • Accurately scan, index, and route incoming invoices in the electronic document management system. • Conduct vendor and payment research as required. • Assist and support employees with the preparation of expense reports. • Perform monthly audits of expense reports. • Ensure the confidentiality of the organization’s information. • Execute other assigned duties as necessary.

Business Intelligence (BI) Analyst We are offering an exciting opportunity for a Business Intelligence (BI) Analyst based in San Antonio, Texas. As part of our team, you will be playing a crucial role in processing complex materials, maintaining data integrity, and providing data-driven insights to support various HR strategies and initiatives. Responsibilities: • Utilize business intelligence tools to create accessible and actionable visualizations to effectively communicate complex data • Collaborate with stakeholders to translate complex data into narratives that support HR decisions • Lead in maintaining and optimizing the HRIS, which includes data entry, updates, and troubleshooting • Conduct regular audits to ensure data accuracy, consistency, and compliance with policies and regulations • Lead data validation and quality assurance efforts across various HR datasets • Support various HR projects by providing relevant data-driven insights • Identify opportunities to improve data management processes and reporting efficiency • Work cross-functionally with HR leaders and other departments to gather requirements and deliver impactful analytics solutions • Train HR team members on HRIS functionalities and reporting tools to ensure self-service analytics adoption • Collaborate with internal and external teams to acquire and integrate data from multiple sources • Develop methodologies for data collection, analysis, and visualization to support organizational objectives

Tax Manager / Sr Tax Accountant We are offering an exciting opportunity for a Tax Manager / Sr Tax Accountant to join our team, based in Austin, Texas. In this role, you'll be processing and analyzing tax-related data, maintaining compliance calendars, and responding to tax-related inquiries from various jurisdictions. Responsibilities: • Analyze and process tax-related data for the preparation of federal and state income tax returns, franchise tax returns, and unclaimed property. • Assist with audits related to all types of taxes initiated by various federal and state jurisdictions. • Respond to information and documentation requests from federal, state, and local governmental agencies regarding tax matters. • Maintain tax compliance and reporting calendars, ensuring the timely completion of all scheduled items. • Assist in various tax-related projects as needed. • Prepare tax account reconciliations. • Assist with tax provision and reporting (ASC 740). • Mail various compliance forms and payments. • Record data in ERP. • Keep up-to-date with the latest Accounting Software Systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other related accounting functions.

FP&A Manager We are searching for an adept FP& A Manager to join our team located in San Antonio, Texas. In this role, you will be crucial in aiding financial reporting, consolidations, and budgeting processes. This role will also require close collaboration with operational teams and providing accounting support. Responsibilities: • Facilitate the consolidation and preparation of financial statements monthly, ensuring compliance with accounting standards • Generate and distribute financial reports to various stakeholders • Keep track of and report on debt covenants and credit agreements • Oversee and maintain budgeting processes, making sure they align with the company's goals • Support monthly accrual processes, such as bonus estimates, reserves, and write-offs • Work closely with operational teams to provide actionable financial performance insights • Design and generate reports for multi-location P& L analysis • Analyze large datasets to identify trends and opportunities for financial and operational improvement • Act as a liaison between financial data and business operations to drive informed decision-making • Assist in maintaining a strong accounting foundation across internal processes • Provide support with tasks related to ERP, such as managing data within NetSuite.

Revenue Cycle Director Position Overview: A prominent university-based medical school in Texas is seeking an experienced Revenue Cycle Director to lead and support its revenue cycle operations. This is a critical leadership role within the organization as it prepares for the continued expansion of its medical services, including the development of a new hospital. This is a minimum six-month engagement with the potential to extend into a multi-year agreement. The selected candidate will collaborate closely with current Revenue Cycle leadership to assess, optimize, and restructure operations, ensuring scalability and efficiency. This position requires discretion, strategic vision, and the ability to implement and lead change in a complex and dynamic environment. Preference will be given to candidates with a background in physician or detail oriented billing. Key Responsibilities: Assess the current revenue cycle operations and identify areas for improvement to handle projected growth. Develop a strategic vision and structure for the revenue cycle to align with future organizational needs, including recommendations for insourcing vs. outsourcing. Collaborate with the existing Revenue Cycle Director to evaluate organizational needs and systems. Provide mentorship, guidance, and support to build capacity within the current leadership team. Act as a trusted advisor and assess the feasibility of transitioning into an interim leadership role to oversee the revenue cycle, if necessary. Create and execute a roadmap for seamless operational transitions, including contingency plans, succession planning, and opportunities for organizational recalibration. Partner with internal and external stakeholders to optimize revenue collection processes, enhance billing functions, and ensure compliance with state, federal, and payer-specific requirements. Oversee and mitigate challenges in detail oriented (physician) billing operations while laying the groundwork for future hospital billing integration. Deliver recommendations and actionable plans in highly sensitive matters, including personnel decisions, potentially providing the current director with options for role modification or transition. Travel as required, with flexibility for remote work setup.

Risk Coordinator Imagine yourself as the driving force behind essential processes in a dynamic construction environment! As part of this role, you’ll wear many hats that make a real difference, showcasing your leadership and outstanding organizational talent. Ready to take your career to the next level? Here's how you'll shine:What You’ll Own:<ul><li>Be the Go-To Guru: You’ll lead the charge in managing procurement, all while keeping subcontractor insurance compliance in tip-top shape.</li><li>Champion Safety First: Your vigilance ensures strict adherence to local, state, and federal regulations for construction safety and risk mitigation.</li><li>Data Rockstar: Take center stage by creating and delivering monthly reports that keep internal and external stakeholders fully informed and empowered.</li><li>Construction Visionary: Dive into preconstruction activities like scheduling and constructability reviews, setting the stage for successful projects.</li><li>Project Closer Extraordinaire: Take the reins in project closeout procedures, finalizing contracts, obtaining signatures, and resolving the last-minute challenges that arise with finesse.</li><li>Problem-Solver in Chief: Craft and implement actionable plans that keep projects moving forward smoothly and efficiently.</li></ul>

Risk Analyst We are offering an exciting opportunity in Austin, Texas for a Risk Analyst. As a core member of our team, you will be instrumental in managing procurement processes, overseeing insurance compliance, and ensuring adherence to regulations in the construction industry. You will also be involved in preconstruction activities and lead project closeout procedures. Responsibilities:• Oversee and manage procurement processes related to insurance compliance with subcontractors• Conduct thorough reviews for constructability during preconstruction phases• Ensure compliance with local, state, and federal regulations concerning construction safety and risk mitigation• Develop and implement action plans for risk management• Produce monthly reports providing accurate status updates to both internal and external stakeholders• Finalize contract documents during project closeout procedures, obtaining signatures and working to resolve any pending risks• Utilize your skills in Budget Processes, Buying Processes, Compliance, Construction, and Contracts to effectively perform your duties.

Property Accountant We are offering an exciting opportunity in the real estate industry for a Property Accountant, based in San Antonio, Texas. As a Property Accountant, your role will involve a range of accounting tasks, from managing property cash flow to preparing and reviewing financials monthly. You will also be responsible for maintaining accurate records of company assets, construction costs, and bank accounts. Responsibilities: • Prepare and review monthly financials, ensuring accuracy across all ledgers• Manage property cash flow for multiple commercial real estate properties, including monthly reporting and cash flow projections• Maintain accurate records of company assets, construction costs, and bank accounts• Enter journal entries and approve invoices for payment• Assist in budgeting and forecasting, as well as managing partner distributions• Oversee bookkeeping, cash availability, banking, and general ledger review• Approve and monitor property expenditures• Assist the Corporate Accountant with tax return preparation• Handle Capital Roll Forwards, tax journal entries, investor correspondence (K1s), and fixed asset additions• Perform other duties as assigned If you're interested in this opportunity, apply online and call our office at 210-696-8300.

Project Accountant We are offering a permanent employment opportunity for a Project Accountant at our location. In this role, you will be a part of our team, providing crucial support to the department and operations team of our assigned project(s). Your responsibilities will include managing customer credit applications, maintaining accurate customer records, and resolving customer inquiries. Responsibilities: • Handle and process customer credit applications with accuracy and efficiency • Maintain and manage accurate customer credit records • Efficiently resolve customer inquiries and issues • Monitor customer accounts and take necessary actions • Conduct monthly review of all project financials to ensure billings and cost budgets are balanced and ready to close • Assist Project Manager in closing projects and contracts once all costs are billed, transferred, and issued • Understand, maintain, and manage the budget for construction including General Conditions, General Requirements, Cost of Work, Insurance, and Fee • Review task orders, change orders, work authorizations, and purchase orders for contract compliance and funding availability before routing and execution • Provide help on special tasks requested of the department and requests from management as needed • Provide additional analytical support regarding project status and performance as needed.

Revenue Manager We are in search of a Revenue Manager to join our team in the manufacturing industry, based in San Antonio, Texas. In this role, you will be tasked with overseeing revenue KPIs and driving optimal efficiency across various operational aspects, from line and plant efficiencies to direct and indirect costs. Responsibilities: • Oversee revenue KPIs at our manufacturing facility to ensure optimal efficiency. • Monitor results against budget and local cost metrics trends, keeping a close eye on all related activities. • Collaborate with the local Accounting/Finance department to produce daily reports. • Work in tandem with operations and warehousing leadership to ensure all financial transactions and reporting are complete, accurate, and timely. • Conduct frequent walk-throughs of the manufacturing site with Plant Leadership to address production and costing issues and implement efficiency improvements. • Drive the site to meet optimal financial results by providing guidance to Plant Managers and Supervisors on cost targets and standards. • Analyze production yield, downtime, and labor on a daily basis and provide weekly reports. • Work closely with R& D and Operations on new items and test runs. • Assist the Revenue team as needed and work closely with Revenue Senior Manager and Revenue Costing Director on local projects. • Document short- and long-term department goals and objectives in the form of Standard Operating Procedures (SOPs).

Grant Accountant We are seeking a Grant Accountant to join our team in Austin, Texas. As a Grant Accountant, you'll be entrusted with the responsibility of handling critical accounting tasks related to grant billings, audits, and financial reporting. This role offers a long-term contract employment opportunity and will involve significant interaction with various accounting software systems and applications. Responsibilities • Accurately update and maintain grant income spreadsheet for effective tracking of billings. • Regularly attend program meetings and provide necessary support to the Finance team. • Efficiently manage the accounting functions associated with subcontractors’ invoices and requisitions. • Assist in the preparation of monthly Revenue & Expenditure and GL reports. • Handle the pulling of backup for annual and funder audits throughout the fiscal year. • Provide necessary assistance to Accounting Grants Manager and Director of Grants and Contract Compliance. • Ensure grants information is accurately maintained in the database for billings and other systems as directed. • Take responsibility for pulling monthly backup for Grant Billings. • Carry out any other duties as assigned by the Accounting Grants Manager.

Tax Manager We are offering an exciting opportunity for a Tax Manager in San Antonio, Texas. The successful candidate will play a crucial role in managing and overseeing the daily operations of our tax accounting department. This role will also involve developing and implementing tax strategies for compliance, reviewing financial data, preparing tax returns, and providing guidance on tax-related matters. Responsibilities:• Oversee daily operations of the tax accounting function• Develop and implement tax strategies to ensure compliance with regulations• Review and analyze financial data for the preparation and timely filing of tax returns• Provide guidance and support to team members on tax-related matters• Collaborate with other departments to address tax issues and optimize planning strategies• Stay updated on changes in tax laws and regulations to ensure compliance• Conduct tax research and analysis to identify opportunities for savings and risk mitigation• Prepare reports on tax-related activities, findings and present to senior management• Maintain accurate and organized tax records and documentation for audits and reviews• Handle the reconciliation of balance sheet accounts related to fuel/sales taxes• Prepare Resale & Exemption Certificates, Gasoline Blendstock Certificates, and Multi-jurisdictional Sales and Certificates for Vendors. Apply online and call our office at 210-696-8300

Tax Manager - Public We are seeking a Tax Manager - Public in the manufacturing industry, located in San Antonio, Texas, 78222, United States. The role involves managing tax compliance for various entities, collaborating with multiple departments, and assisting with tax consulting projects. Responsibilities: • Facilitate the efficient and accurate processing of tax compliance for family and operating entities, liaising with relevant third parties when necessary • Support the Director of Tax in the management of various tax consulting projects • Ensure the smooth flow of tax information to guarantee the accurate, comprehensive, and timely preparation and delivery of all entity and individual tax returns • Assist with federal and state tax examinations and audit defense as required • Maintain knowledge of general economic and political trends that could impact tax or other legislation affecting the business climate • Work with third-party tax advisors and legal counsel, as well as company executives, on specific tax issues and questions • Conduct technical tax reviews of certain tax returns, which are prepared by third parties • Undertake financial reviews and work paper preparation for tax returns, including manipulating financial information for tax purposes • Maintain and model quarterly and yearly projections for various family members, company executives, and taxable entities • Adhere to all applicable safety policies and comply with all company policies, procedures, and standards • Utilize strong project management skills and knowledge of project management software • Exhibit proficiency with Office products, advanced Excel skills, and accounting software systems • Demonstrate excellent communication and interpersonal skills to establish working relationships with multiple departments and various levels of the organization • Handle large amounts of data and high volume of transactions, while maintaining exceptional business acumen and attention to detail and accuracy.

Accountant We are in search of a meticulous and dedicated Accountant to join our team. As an Accountant, you will be responsible for managing financial records, processing journal entries, and performing balance sheet account reconciliation. You will also be using QuickBooks to ensure efficient financial operations. This role offers a short term contract employment opportunity. Responsibilities • Manage and maintain financial records accurately. • Process journal entries to keep financial information updated. • Perform balance sheet account reconciliation to ensure financial accuracy. • Utilize QuickBooks for efficient financial operations. • Monitor financial transactions and reports. • Implement financial policies and adhere to them. • Collaborate with the team to achieve financial objectives. • Ensure compliance with state and federal regulatory requirements and detail oriented standards.

Accounting Specialist We are in search of an Accounting Specialist to join our team in the heart of San Antonio, Texas. The role is centered in the industry, where you will be responsible for managing and reconciling numerous financial transactions. Responsibilities: • Manage and reconcile intercompany accounts to ensure accuracy and coherence.• Maintain and update all accounting records for our non-profit entity, including AP/AR and billing.• Accurately process credit card transactions, ensuring all transactions are correctly recorded and allocated.• Regularly reconcile bank accounts, ensuring all transactions align with the general ledger.• Analyze and categorize credit card transactions, differentiating between personal and business charges.• Ensure the correct expense codes are applied to all transactions.• Prepare and submit journal entries in a timely and accurate manner.• Demonstrate a willingness to learn and adapt to new accounting processes and practices.• Use your skills in Account Reconciliation, Accounts Payable (AP), Accounts Receivable (AR), Billing, Data Entry, Invoice Processing, Microsoft Excel, Oracle, and QuickBooks to perform your duties effectively. If you're interested in the position, apply online and call our office at 210-696-8300.

Sr. Tax Accountant We are seeking a skilled Tax Accountant for a 4-month contract-to-permanent opportunity. In this role, you will work closely with leadership and gain exposure to diverse business activities within the organization. Key Responsibilities: <ul><li>Prepare, review, and manage federal and state tax returns for individuals, partnerships, and corporations. </li><li>Draft written correspondence for submission to the IRS and other tax authorities. </li><li>Conduct research to identify and support strategic tax planning initiatives. </li><li>Perform technical analysis on tax issues and prepare supporting memoranda. </li><li>Analyze financial data to create tax projections and provide actionable recommendations. </li><li>Continuously maintain knowledge of tax laws, regulations, and procedures, and assess their impact on clients. </li><li>Assist clients with year-end accounting entries and resolve accounting concerns. </li><li>Maintain client tax records and identify tax-saving strategies. </li><li>Ensure federal, state, and local tax compliance for clients.</li><li> Communicate directly with clients to review returns and address tax-related inquiries.</li></ul>