Teams at HCJ CPAs & Advisors

Provides high-level administrative and operational support to firm partners, especially tax partners, while assisting wealth management and marketing leadership. Responsibilities include complex calendar and travel management, client meeting coordination, documentation tracking, compliance and CPE records, due-date reporting, internal dashboard maintenance, and marketing event coordination. The role serves as a confidential, professional liaison among partners, clients, internal teams, and external contacts.

Supervises staff accountants and performs public accounting services, including journal entries, general ledger reconciliations, financial statements, payroll and sales tax reporting, and engagement wrap-up. Reviews staff work, develops client relationships, researches technical issues, proposes solutions, and identifies value-added opportunities. The role also supports staff development, uses accounting software, maintains professional standards, and manages multiple deadline-driven projects with accuracy and minimal supervision.

Serve as in‑charge accountant for audit engagements: manage day‑to‑day A&A work, prepare workpapers, financial statements and footnotes, review staff work, research technical issues, communicate with clients, meet budget/realization goals, and develop junior team members.