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Prepare and review complex tax returns and diversified accounting assignments; plan and schedule client engagements; prepare and index workpapers; verify client information; suggest tax planning ideas; meet deadlines; assist and mentor staff; maintain professional standards, confidentiality, and strong client service.

Prepare, analyze, and audit financial statements for individuals and companies. Perform audit, review, compilation, and other attest engagements; supervise small engagement teams; communicate findings and client improvement opportunities; maintain accounting and audit knowledge; and ensure professional development through ongoing education.

Prepare and review complex tax returns, perform diversified tax and accounting assignments, assist with engagement planning, verify client information, suggest tax planning ideas, mentor staff, and meet client deadlines while applying professional standards.