Teams at Accruity

Own tax plan delivery and compliance oversight for an assigned client book. Deliver tax-saving strategies using an established planning framework, ensure timely accurate filings, maintain audit-ready engagement records, and serve as the technical tax expert collaborating with delivery and account teams.

Lead and manage multi-client accounting engagements under GAAP, ensuring timely, accurate financial reporting. Oversee month-end close, reconciliations, and deliverables; mentor and staff managers; monitor portfolio performance and risk using scorecards; implement process improvements and manage client relationships and expectations.