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Prepare and review individual, corporate, partnership, and fiduciary tax returns; manage engagement deadlines and workflows; support tax reporting for business management clients; advise high-net-worth individuals and closely held businesses; resolve tax and accounting issues; communicate with clients and external advisors; mentor associates; and assist with tax planning and financial organization.

Oversee accounting and financial operations for a portfolio of high-net-worth individuals, executives, entrepreneurs, and closely held businesses. Responsibilities include bookkeeping, accounts payable and receivable, payroll, cash management, journal entries, financial reporting, reconciliations, issue resolution, tax preparation support, compliance, and client relationship management. The role serves as a primary client contact and trusted financial advisor.

Lead government audit engagements from planning through completion, managing budgets, timelines, staffing, client communications, and audit quality. Supervise and develop audit staff, review workpapers, identify risks, build relationships with government stakeholders, and develop expertise in government auditing standards, federal compliance, and public-sector reporting. Support practice growth through client service and business development.

Manage bookkeeping and accounting activities for entertainment and business management clients. Responsibilities include reconciliations, journal entries, financial schedules, cash flow reports, accounts payable and receivable, client deposits, 1099s, issue resolution, and communication with clients, vendors, and banking partners.

Leads complex tax engagements for high-net-worth individuals, trusts, estates, family offices, and closely held businesses. Provides strategic tax planning for wealth preservation, estate and gift taxation, succession, and income optimization. Manages client relationships, engagement quality, profitability, and deadlines; researches sophisticated tax matters; mentors teams; drives business development; and contributes to firm leadership and strategic growth.

Performs financial statement audits, Single Audits, compliance engagements, and control evaluations for state and local government clients. Analyzes audit findings, develops recommendations, supports governmental accounting and auditing standards, and maintains client relationships. Collaborates with managers and partners on complex engagements while pursuing professional development. Requires periodic travel to client sites throughout California and other U.S. destinations.

Lead public sector advisory and internal audit engagements for state and local government clients. Responsibilities include interviews, walkthroughs, data analysis, testing, research, workpaper documentation, report drafting, project task management, client collaboration, and mentoring junior staff. The role supports on-time, on-budget delivery and participation in training and firm initiatives.

Leads state and local government audit engagements from planning through issuance, managing budgets, timelines, staffing, risks, workpapers, and professional compliance. Serves as a primary client advisor, supervises and develops audit staff, applies governmental accounting and auditing standards, and supports business development and process improvements. Requires public accounting and government audit experience, accounting education, strong leadership and project management skills, and CPA licensure or eligibility.

Leads complex tax engagements for high-net-worth individuals, corporations, and partnerships. Prepares and reviews federal and state returns, provides strategic tax planning, represents clients before tax authorities, supervises engagement teams, ensures technical quality, manages billing and client communications, researches tax issues, and supports client development. The role requires CPA credentials, substantial public accounting experience, and expertise in tax advisory services.