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Lead fiduciary accounting for complex multigenerational family engagements, oversee trust accounting and quarterly beneficiary distributions, supervise and train staff, review partnership and fiduciary tax returns, manage full compliance cycle, advise on tax planning, and coordinate with trustees and external advisors.

The Tax Senior Manager oversees client relations, reviews tax returns, manages tax strategies, ensures compliance, and mentors staff. They analyze tax data, interpret documents, and research new regulations.

Lead tax compliance and planning for pass-through entities and owners, manage a client portfolio, provide year-round tax planning and projections, supervise and mentor tax staff, and contribute to practice development and business growth with a path to Partner.

Perform audit, review, and compilation engagement workpapers across industries; document findings, apply audit theory and ASC guidance, participate in planning and risk assessment, communicate with teams and clients, and develop technical accounting and professional skills while working under supervision.

Support tax professionals by preparing individual and fiduciary tax returns (1040/1041), researching tax regulations, assisting with compliance, and performing project and administrative tasks during a January–April internship (minimum 25 hours/week).

Lead complex tax engagements for businesses and high-net-worth individuals; own client relationships; provide strategic tax planning and technical research; advise on M&A and exit planning; drive business development; mentor and train tax staff; manage engagement budgets, billing, and collections; partner on firm strategy and contribute to practice growth and partner-track goals.

Manage multiple assurance engagements from planning through completion, supervise and develop audit staff, own client relationships, handle engagement economics, research and apply GAAP/GAAS, contribute to business development and firm technical thought leadership, and ensure quality and compliance across a portfolio of complex clients.

Provide front‑office support to ensure a professional, organized workplace: manage common areas, conference rooms, mail and vendor relationships; greet callers and visitors; handle client document logistics; support events and intranet; assist with desk assignments and office operations.

Lead audit engagements from planning through wrap-up, prepare and review GAAP financial statements, test internal controls, mentor staff, serve as primary client contact, research complex accounting issues, and use audit technology to improve quality and efficiency.

Prepare and review federal and state tax returns for individuals and entities, analyze tax positions, prepare workpapers, research complex issues, manage multiple engagements, mentor staff, liaise with clients and cross-functional teams, and ensure compliance with tax laws.