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Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Lead tax compliance engagements for technology-industry clients, including preparing and reviewing returns, conducting tax research, developing tax strategies, and advising on complex federal and multistate tax matters. Manage and mentor tax professionals, oversee deadlines and budgets, and build strong client relationships through proactive communication and timely service.
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
The Manager of Advisory Services leads outsourced accounting for nonprofit clients, including financial reporting, budgeting, and team management while ensuring operational efficiency.
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Manage and support nonprofit clients through financial reporting, budgeting, and technical accounting. Lead and coach team members while identifying operational improvements.
















