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Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Provide strategic tax planning, compliance, and advisory services for wealth management clients. Review and analyze financial data, prepare and file tax returns, draft tax documents, conduct tax research, identify tax optimization opportunities, uphold professional standards, build client relationships, manage and mentor others, and collaborate with teams to deliver quality client service in a changing regulatory environment.
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Lead design and implement finance transformation solutions using OneStream; analyze complex issues, mentor junior staff, build client relationships, configure models/workflows, and support budgeting, forecasting, and performance management.
Top Skills:
AgileOnestreamOnestream Data ManagementOnestream Workflows
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Lead and manage international tax aspects of M&A engagements, including due diligence, cross-border structuring, post-deal planning, client communication, and team mentoring. Oversee project planning, budgeting, execution, and quality, while advising clients on tax efficiency and regulatory risks.
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Provide tax planning and compliance services for high-net-worth individuals and privately-owned businesses. Prepare and review tax returns, trust and estate documents; analyze financial statements and trends to identify tax opportunities and risks; draft tax documentation; uphold PwC technical standards; build client relationships and collaborate with internal teams to deliver strategic tax advice.
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Perform independent audits and internal control assessments for health industry clients, evaluate compliance and risk management, issue auditor opinions, analyze data to form recommendations, build client relationships, and mentor junior staff while upholding professional standards and CPA eligibility requirements.
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Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Lead and manage financial statement audits for health industry clients, assess controls and regulatory compliance, manage client relationships, mentor staff, apply auditing standards, use data analysis and visualization to identify risks, and ensure projects are planned, budgeted, executed, and completed to professional standards.
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Lead teams within Financial Services Global Structuring to deliver international insurance tax advice. Manage client accounts, plan and execute projects, mentor staff, uphold professional standards, and drive technology-enabled tax solutions and cross-border tax strategies.
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Lead international tax and M&A engagements for multinational clients and private equity, analyze cross-border tax issues, advise on deal structuring and post-deal exits, drive process improvements, communicate recommendations to stakeholders, conduct client interviews, and coach and manage teams to deliver quality results.
Top Skills:
Crm Systems
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Lead tax compliance and advisory engagements for private companies, driving large projects, process innovation, and client relationships. Mentor teams, apply strategic tax advising, leverage technology and digitization tools, and ensure alignment with organizational goals while delivering high-quality results.
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Advise clients on complex accounting, financial reporting, and capital markets transaction issues. Lead teams preparing/reviewing financial statements, build accounting and financial models, manage projects, apply systems thinking, validate outcomes with clients, and coach diverse teams through complex transactions and restructurings.
Top Skills:
Financial ModelingGaapIfrs
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