Jobs at Kaufman Rossin

Design, build, and maintain workflow automations and AI agents using orchestration platforms (n8n, Azure Logic Apps, etc.), integrate enterprise systems via APIs, implement data transformations, monitor and troubleshoot workflows, and document solutions while collaborating with stakeholders to improve efficiency.

Manage and execute SOX compliance and internal audit programs: plan risk assessments, design and test internal controls, lead audit engagements, coordinate with external auditors, remediate control deficiencies, and provide strategic recommendations to senior management while leading and mentoring teams.

Partner with sales professionals to maximize Salesforce as a strategic sales platform: run prospecting and pipeline reports, support lead intake and distribution, coach on Action/Account Plans and forecasting, maintain data hygiene, build dashboards, and provide insights to improve pipeline health and forecast accuracy.

Lead multiple accounting and tax engagements for individuals and businesses: maintain and analyze books, compile and review financial statements, manage banking relationships, prepare and review individual, corporate, and partnership tax returns, produce accurate work papers, improve efficiency, select appropriate software, and design/implement accounting systems and processes.

Design and build finance-focused dashboards and automated reporting (cashflow, forecasting, budget vs. actuals). Partner with FP&A, Accounting, and Leadership to translate financial models into scalable BI solutions, support month-end close and rolling forecasts, maintain data quality, and evaluate BI platform innovations to improve reporting efficiency.

Lead tax compliance and consulting for individual and non-individual clients: review tax returns, research complex tax issues, communicate with tax authorities, assist in planning, manage and mentor staff, and drive business development.

Maintain and improve Salesforce data quality through duplicate resolution, record cleanup, data enrichment, audits, field standardization, support for automation (Flows/validation rules), and coordination with marketing systems like Marketo.

Serve as a senior accountant and tax specialist for entrepreneurial clients: maintain and analyze books, support monthly and year-end closings, prepare and review individual and business tax returns (1040, 1120, 1120S, 1065), produce accurate work papers, recommend adjusting journal entries, advise on accounting software selection, and design/implement accounting systems and processes to improve efficiency and profitability.

Entry-level finance apprenticeship supporting tax and public accounting teams: prepare and reconcile financial data, assist client/internal deliverables, perform data validation and research, collaborate on process improvements, and maintain confidentiality while learning accounting and tax practices.

Lead and oversee U.S. tax engagements from India, providing technical review across corporate, partnership, individual, estate & trust, real estate, and international tax. Manage workflow and staff, mentor teams, drive process improvements and KPIs, liaise with U.S. teams, and identify opportunities to expand tax services in India.

Lead and review complex international tax engagements, advise clients on cross-border tax structuring and treaty use, ensure compliance (5471/5472/FBAR/FATCA), manage projects and staff, and provide technical expertise to grow the international tax practice.

Provide high-level administrative support to the Tax Controversy practice: manage calendars, prepare and proofread documents, coordinate meetings and travel, handle confidential client files, assist with engagement setup, billing, expense reporting, and workflow coordination across engagements and special projects.

Lead predictive analytics and forecasting initiatives: build, validate, deploy, and monitor production ML and time-series models for revenue, cashflow, and cross-sell. Integrate generative AI/LLM use cases, design client segmentation, partner with BI to operationalize models, present insights to leadership, and establish model development and MLOps best practices.

Lead revenue and pipeline analytics by translating Salesforce and firm data into actionable insights. Diagnose pipeline performance, identify growth and cross-sell opportunities, measure partner collaboration, analyze pricing and profitability, and build automated dashboards and executive reporting to drive revenue growth and improve conversion.

Perform cost segregation and fixed-asset studies, conduct site visits and quantity surveys, analyze construction documents and costs, estimate construction costs using national costing sources, coordinate with owners/architects/contractors, and support development of the cost segregation practice.

Prepare Form 1040 individual tax returns, handle multi-state filings, incorporate K-3 and international disclosures, prepare FBAR and Form 8938, use SurePrep/GoSystem/CCH Axcess and Excel, maintain audit-ready documentation, stay current on tax law, and support cross-functional teams during peak periods.

Provide administrative and operational support for client onboarding: prepare, review, track, and document new client requests; route and follow up on documentation; assist with compliance checks; maintain records, reporting, and confidential files; and perform general administrative tasks to support the onboarding lifecycle.

Entry-level fund accountant performing end-to-end portfolio accounting: transactions, reconciliations, valuations, NAV preparation, financial statement preparation, and ensuring correct accounting for equities, fixed income, derivatives, private placements, and private equity investments.

Lead and manage multiple audit engagements from planning through issuance. Prepare and review financial statements, train and oversee staff, communicate engagement status with management, adhere to budgets, assess audit risk, and identify cross-sell opportunities.

Lead and oversee multiple outsourced accounting client engagements, solve complex accounting issues, optimize workflows, design policies and process improvements, contribute to pricing and resource planning, coach staff, and advance cloud-based accounting technology adoption.