Position Overview
Description
We are a seeking currently seeking a Sr. Associate for a growing company on the east side of Cleveland. This individual will be responsible for delivering a high-level financial and tax advisory services to clients across diverse industries.
Key Responsibilities:
-Support the preparation and review of individual, partnership, S-corporation, and trust income tax projections and returns for Federal, State, and Local jurisdictions.
-Assist with the development and review of financial and investment-related deliverables.
-Implement and execute client service plans for complex engagements, working closely with directors to exceed client expectations.
-Conduct both planned and ad hoc financial consultations with clients.
-Promote continuous process improvement by leveraging new or existing technologies.
-Coordinate and manage the workflow of associates and administrative staff in collaboration with director...