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Lead and supervise audit, review, and compilation engagements for industrial and consumer products clients. Manage planning, risk assessment, fieldwork, financial reporting, budgets, and multiple concurrent engagements. Mentor staff, resolve client accounting and regulatory issues, deliver client service, and participate in professional development and training initiatives.

Lead preparation and review of complex C‑corp, S‑corp, partnership, and high‑net‑worth individual tax returns; research complex tax issues; identify planning opportunities; resolve tax controversies; supervise and train staff; manage multiple engagements and client relationships.

Lead tax engagements for financial services clients (hedge funds, private equity, broker dealers). Review staff work, conduct complex tax research and planning, resolve controversies, manage multiple engagements, mentor staff, and deliver client-facing presentations and training.

Lead audit engagements from planning through completion, supervise and mentor staff, manage multiple client engagements and budgets, resolve accounting and regulatory issues, and deliver exceptional client service while developing team capabilities.

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.

Lead tax engagements and supervise staff while reviewing and preparing individual, trust, partnership, and corporate returns. Perform complex tax research and memoranda, identify tax planning opportunities, resolve controversies, manage multiple client engagements, and participate as an instructor or discussion leader for professional development.

Lead audit engagements for not-for-profit clients, overseeing planning, execution, budgeting, staff supervision, technical accounting issue resolution, and client relationship management.

Lead tax engagements including preparation and review of complex multistate S‑corp, partnership, and high‑net‑worth individual returns; research complex tax issues; identify planning opportunities; resolve controversies; and supervise/train staff while managing client relationships and multiple engagements.

Manage and review compilation/review financial statements, analyze financials, recommend cost/revenue improvements, lead staff mentoring and training, collaborate cross-functionally, support business development, and ensure technical compliance with current accounting standards.

Supervise and review tax return preparation for exempt organizations and employee benefit plans, including Forms 990, 990-PF, 990-T, 5500 and related state filings. Research tax-exempt issues, identify planning opportunities, manage multiple engagements, mentor staff, and deliver client service and training.