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The Audit Manager will oversee audit engagements for utility clients, manage client relationships, review audit documentation, mentor staff, and ensure compliance with accounting standards.

Manage and review complex federal, state, and local tax engagements for individuals and closely held businesses; serve as primary client advisor; mentor and review staff work; ensure timely, accurate compliance; identify tax planning opportunities; support business development and collaborate with firm leadership to drive client and firm growth.

Manage a portfolio of partnership and S-corporation clients handling tax compliance, federal and California planning, returns, quarterly projections, and year-round tax advice. Serve as primary client advisor, build relationships, supervise and mentor tax staff, and contribute to practice development and business growth across service lines.

Manage day-to-day accounting for a book of clients using cloud platforms; review and mentor client accountants; prepare financial statements and reconciliations; serve as day-to-day client contact; champion cloud and AI tools to improve processes and ensure timely, accurate deliverables.

Manage and execute audit and tax engagements with minimal supervision; lead and review staff work; train and evaluate junior team members; maintain client relationships; ensure compliance with accounting and tax regulations and deliver high-quality, timely services across multiple clients.

The CAAS Manager manages client relationships, advises on financial strategies, mentors staff, and drives departmental growth, focusing on mid-to-large clients.

Prepare and review federal and state tax returns for individuals, partnerships, S corps, and trusts. Oversee staff work, mentor team members, manage client relationships, prepare estimates and projections, research technical tax issues, assist partners with planning, and manage engagement timelines and workflow across multiple clients.

The Tax Supervisor will prepare and review various tax returns, manage compliance, supervise staff, conduct tax research, and communicate with clients and management.

Lead the Tax administrative team overseeing billing, engagement management, client onboarding, 1099/tangible tax admin, time/WIP cleanup, process improvements, offshore coordination, and team development to ensure timely, accurate billing and operational consistency across offices.

Provide client accounting services including financial statement preparation and review, month-end close, client engagement and advisory on financial best practices, mentor junior staff, and support internal projects and process improvements.