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Manage fiduciary accounting engagements for trusts, estates, conservatorships, and guardianships. Review accountings, trustee reports, and schedules; interpret trust documents; work with trustees, beneficiaries, attorneys, and advisors; resolve complex accounting issues; supervise and mentor distributed teams; manage budgets, staffing, and deadlines; and support practice development and client relationships.

Manage fiduciary accounting engagements for trusts, estates, conservatorships, and guardianships. Prepare and review accountings, trustee reports, and analyses. Supervise and mentor staff, coordinate workflow, interact with trustees, beneficiaries, attorneys, and advisors, and support practice growth and process improvements.

Lead tax advisory for mergers and acquisitions, focus on structuring, due diligence, client relationships, mentoring staff, and business development.

Lead and execute IT audit and assurance engagements (SOX, SOC 1, SOC 2), perform ITGC/ITAC and automated controls testing, prepare workpapers and RCMs, provide technical guidance to clients, and mentor junior team members while contributing to practice development.

Lead tax planning and compliance for high-net-worth individuals, families, and closely held businesses. Provide strategic guidance on complex tax matters (including estate, gift, and trust taxation), manage client relationships, supervise and mentor tax staff, oversee multiple engagements, and support business development.

Provide day-to-day bookkeeping and accounting services for multiple clients: bank and credit card reconciliations, accounts payable (Bill.com/NetSuite), support engagement teams on compilations and month-end tasks, analyze transactions, and participate in client projects and process-improvement work.

Participate in audit teams to learn and perform audit procedures, analyze financial statements and disclosures, test internal controls, examine records and transactions for compliance, and engage in training, regional intern events, and team projects under the guidance of coaches and senior assurance leaders.

Lead HR functions for Price Transfer with a focus on employee relations, workplace investigations, policy development, compliance, and coaching. Serve as a mentor to HR teams, partner with operations and executive leadership, and maintain confidentiality while supporting HR operations in a logistics and transportation environment.

The AI/ML Engineer will design and develop AI-powered applications, automate workflows, and integrate AI into BPM's daily operations, ensuring they deliver business value.

Manage multiple client audits, communicate findings, develop client relationships, apply accounting concepts, and draft audit reports.