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Financial Services
Leads tax engagements by preparing and reviewing complex individual, trust, partnership, and corporate returns; researching tax matters; identifying planning opportunities; resolving controversies; managing concurrent engagements; and supervising, mentoring, and training staff while maintaining client relationships.
Financial Services
Leads and grows a national cost segregation practice, overseeing tax consulting engagements, technical analyses, business development, operational processes, quality controls, and team development. Advises clients on tax savings, depreciation strategies, applicable regulations, and related opportunities. Builds client and referral relationships, manages revenue growth, develops scalable methodologies, and collaborates with tax and firm leadership across geographic markets.
Financial Services
Provides administrative support to partners and audit and tax teams across Columbia, MD, and Tysons Corner, VA offices. Responsibilities include preparing correspondence and engagement letters, formatting and proofreading documents, managing files and office systems, handling calls and mail, coordinating meetings, ordering supplies and meals, and completing special projects. The role requires three days per week in the office, travel between locations as needed, and occasional lifting of supplies up to 20 pounds.
Financial Services
Part-time Administrative Assistant/Receptionist supporting daily office operations three days per week onsite in New York City. Responsibilities include answering calls, greeting clients, managing mail and courier services, maintaining communal areas, ordering meals, replenishing supplies, and supporting client service professionals. The role requires strong Microsoft Office skills, communication, organization, attention to detail, and proactive prioritization.
Financial Services
Coordinates proposal and RFP development, researching and writing customized content, managing proposal projects, and collaborating with subject matter experts and creative teams. Maintains proposal content libraries, CRM pursuit data, deadlines, branding consistency, and compliance. Develops presentations, applies win themes, organizes complex information into reader-friendly formats, and uses AI-assisted drafting while protecting confidential information. Supports continuous improvement of pursuit workflows and best practices.
Financial Services
Leads end-to-end video and motion graphics production, including concept development, filming, editing, animation, color grading, audio mixing, captioning, and multi-channel content versioning. Supervises freelancers and vendors, manages production workflows, timelines, budgets, and asset libraries, and ensures brand compliance. Partners with marketing teams to repurpose events, webinars, interviews, and thought leadership into reusable video content. Evaluates AI-assisted production tools while maintaining quality and brand integrity.
Financial Services
Lead industry-focused integrated marketing initiatives for Real Estate, Construction, Professional Services, and Theater. Manage campaign planning and execution across email, digital, social, content, webinars, and events; coordinate stakeholders, collateral, reporting, CRM and marketing automation activities; track performance and support business development priorities.
Financial Services
Lead marketing strategy and execution for Audit and Tax service lines, driving growth through targeted programs, thought leadership, sponsorships, and integrated multi-channel campaigns. Partner with practice leaders and cross-functional teams, use data and AI-enabled tools to measure ROI and pipeline impact, and manage marketers, vendors, and event/sponsorship strategies to increase visibility and client engagement.
Financial Services
Reviews complex corporate and partnership tax returns, advises clients on federal and state compliance and tax planning, manages multiple engagements, mentors staff, leads professional development, and develops new business. The role requires strong technical tax, client service, leadership, communication, organizational, and project management skills, along with a bachelor's degree in accounting and CPA license or master's degree in taxation.
Financial Services
Leads audit, review, and compilation engagements from planning through completion; supervises staff, manages budgets and timelines, reviews financial records, resolves accounting and regulatory issues, maintains client relationships, and supports professional development. The role requires public accounting experience, strong US GAAP and auditing knowledge, CPA licensure or progress toward certification, leadership skills, and the ability to manage multiple engagements.
Financial Services
Leads corporate tax engagements, preparing and reviewing ASC 740 income tax provisions, deferred tax calculations, effective tax rate analyses, valuation allowances, and audit-ready workpapers. Supports corporate tax compliance and consulting projects, collaborates with managers, partners, clients, and auditors, manages client relationships, identifies technical issues, improves processes, and mentors junior staff.
Financial Services
Manage theater and entertainment tax engagements, review individual, trust, partnership, and corporate returns, research complex tax matters, identify planning opportunities, resolve controversies, supervise and mentor staff, manage client relationships, and oversee multiple projects while meeting deadlines.
Financial Services
Leads and supervises public accounting audit, review, and compilation engagements for commercial clients, including SEC registrants. Manages engagement planning, staffing, risk assessment, fieldwork, reporting, budgets, deadlines, client issues, and regulatory matters. Provides team leadership, mentoring, performance feedback, training, and client relationship management while ensuring compliance with PCAOB standards and US GAAP.
Financial Services
Lead tax due diligence and structuring engagements for private equity and strategic clients involved in acquisitions, divestitures, recapitalizations, and other transactions. Coordinate workstreams, collaborate with client management, identify tax and post-transaction issues, prepare findings and recommendations, mentor junior staff, and contribute to M&A best practices and practice growth.
Financial Services
Performs audit, review, and accounting engagements for clients. Reviews accounting records and financial statements, evaluates internal controls, audit risk, materiality, and compliance with auditing standards, and prepares supporting workpapers. Collaborates with senior team members and partners to resolve client issues and make recommendations on accounting, legal, and regulatory matters. Manages portions of larger engagements and gradually assumes responsibility for smaller engagements.
Financial Services
Leads audit, review, and compilation engagements for commercial clients, including SEC registrants. Oversees planning, risk assessment, fieldwork, financial reporting, staffing, budgets, client issue resolution, and regulatory compliance. Supervises and mentors engagement teams, manages multiple concurrent engagements, supports professional development, and maintains client relationships. Requires CPA licensure, public accounting experience, knowledge of PCAOB standards and US GAAP, strong analytical and communication skills, and travel as needed.
Financial Services
Manages financial due diligence engagements for acquisitions, divestitures, recapitalizations, and other transactions. Analyzes target financial and operational data, quality of earnings, working capital, cash flows, forecasting assumptions, and valuation considerations. Prepares reports and recommendations, communicates findings to clients and management, identifies integration and separation issues, manages multiple workstreams, mentors junior staff, and supports M&A best practices and business development.
Financial Services
Manage financial due diligence engagements for acquisitions, divestitures, recapitalizations, and other transactions. Coordinate workstreams, analyze target financial and operational data, assess quality of earnings and working capital, evaluate forecasts and cash flows, identify transaction and integration issues, and prepare findings and recommendations. The role involves direct client interaction, management interviews, mentoring junior staff, industry research, data visualization, and up to 40% travel.
Financial Services
Manages outsourced accounting services for not-for-profit clients, including AP, payroll, month-end close, journal entries, reconciliations, budgeting, cash-flow forecasting, audits, internal controls, and financial reporting. Leads and mentors accounting staff, coordinates with client leadership and auditors, reviews deliverables, resolves variances, and recommends process improvements. The role requires strong GAAP knowledge, client-service skills, and proficiency with accounting systems and Excel.
Financial Services
Leads outsourced accounting services for clients, managing and mentoring teams, reviewing AP, payroll, journal entries, reconciliations, and month-end close. Supports budgeting, forecasting, audits, internal controls, and process improvements while serving as the primary client contact. Requires strong accounting knowledge, communication skills, leadership experience, and proficiency with accounting software and Excel.



