Responsibilities:

• Request accounting and tax information from the client.
• Review and classify the received information.
• Prepare and review financial statements, including balance sheets and income statements.
• Discuss any open items with the client.
• Complete and review the workpaper file.
• Notify the client that their declaration is ready and provide information on the fees to be paid to H&CO, as well as the amount to be paid to the IRS (if applicable).
• Request the signature of form 8879 and provide any additional instructions.
• Follow up with the clients regarding invoice payment and the signature of form 8879.
• Manage the complete relationship and communication with the client.
• Serve as the client trusted advisor and point of contact with the Firm’s other services and divisions.
• Earn the trust and referrals of the client.

Qualifications: