Tax Analyst – Client Acquisition & Engagement

About the role

The Tax Analyst will support the firm’s tax services by managing client acquisition and engagement activities. Working closely with senior management and supervisors, the analyst ensures proposals are prepared, engagements are coordinated, and compliance documentation is submitted to relevant government agencies.

Key responsibilities

• Attend meetings with senior management to discuss potential tax engagements.
• Prepare, finalize, and coordinate the submission of proposals and engagement letters.
• Follow up on the status of submitted proposals.
• Communicate with clients to execute assigned tax engagements.
• Research and gather relevant tax data and documentation.
• Coordinate with supervisors on engagement implementation.
• Prepare required documentation and facilitate procedures with government agencies.
• Report unfamiliar issues to the immediate superior.
• Monitor engagement progress and provide billing instructions as needed.

Required profile

• Strong attention to detail and ability to follow procedural guidelines.
• Effective communication skills for client interaction and internal coordination.
• Capability to work under supervision and report issues promptly.

Required skills