Stambaugh Ness Benefits Overview

Provides outsourced full-cycle accounting services for architecture, engineering, and construction clients, including transactional accounting, reconciliations, month-end close, financial statement preparation, project billing, and reporting. The role manages client relationships, resolves accounting discrepancies, supports onboarding, improves processes, and guides teammates while independently managing client projects in a remote environment.

Provides transactional accounting support for AEC clients using Deltek Vision/Vantagepoint. Responsibilities include processing payables, recording deposits and credit card transactions, supporting bank and credit card reconciliations, resolving accounting issues, managing multiple client tasks, collaborating with senior accounting staff, and identifying process improvement and business development opportunities.

Lead individual and owner-level tax planning, advisory, compliance, and technical review for business owners, executives, and high-net-worth individuals. Review complex individual, fiduciary, gift, partnership, and S corporation tax matters; advise on succession, wealth preservation, and state and local taxation. Manage client relationships, collaborate with external advisors, mentor tax professionals, and improve practice processes and scalability.