Teams at Current Real Estate Advisors

Lead and execute audit engagements: plan and oversee audits, supervise and train junior staff, review work for accuracy and compliance, perform risk and control assessments, complete timely audit reports, present findings, coordinate scheduling, research technical matters, and improve compliance and efficiency. Some minor travel required.

Perform detailed audit procedures, prepare and adjust workpapers from client trial balances, assist engagement planning, prepare compiled/reviewed financial statements and footnotes, and support accounting and audit engagements under supervision using firm software.

Prepare and review federal and state tax returns for individuals, partnerships, S corporations, and trusts; prepare K-1s; perform tax research and projections; communicate with clients; identify tax savings and planning opportunities; manage multiple engagements, ensure compliance, respond to notices, assist with audits, and maintain firm-standard workpapers using CCH software.