Classify engagement roles into RACI categories for a review-sensitive deliverable.
Sort each person into the best RACI role for the multi-state S-corp return deliverable. Responsible Accountable Consulted Informed Senior preparer completing the return workpapers and clearing routine review notes Tax manager answerable for delivering the completed return to partner review SALT specialist advising on nexus exposure before the filing position is finalized Client success lead receiving status so the client gets one clear update Relationship partner deciding the final risk posture on a material filing position Admin coordinator tracking signed e-file forms after the return is approved Billing coordinator told when the return is released and ready to invoice Quality…
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