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Lead tax engagements involving planning, preparation, and review of individual, corporate, and partnership returns. Manage client relationships, conduct tax research, develop planning strategies, oversee compliance and filing deadlines, and advise on complex transactions. Supervise and mentor tax staff, collaborate with firm leaders, communicate tax concepts to clients, and improve tax workflows and service delivery.

Lead audit and attestation engagements from planning through completion. Perform complex audit procedures, analyze financial statements and internal controls, review workpapers, research accounting issues, communicate with clients, supervise audit staff, finalize reports, and ensure compliance with professional standards, timelines, and budgets.

Prepare federal, state, and local tax returns; organize and analyze client financials; conduct tax research; communicate tax findings to clients; ensure compliance and documentation; collaborate with firm staff and support complex tax engagements.

Oversee tax planning, compliance, research, and engagement delivery for diverse clients. Review business and individual tax returns, analyze complex transactions, manage budgets and deadlines, supervise and mentor tax staff, communicate strategies to clients, improve tax processes, and support business development. The role requires maintaining current tax knowledge, meeting regulatory requirements, and ensuring high-quality client deliverables.

Leads accounting and finance projects for mid-market and large clients, including interim controller work, financial operations, month-end close, financial statement analysis, budgeting, forecasting, internal controls, audit preparation, system transitions, and M&A integrations. Works independently in ambiguous environments, collaborates with client teams, may supervise employees, and travels frequently based on client needs.

Leads buy-side and sell-side financial due diligence and M&A advisory engagements. Evaluates quality of earnings, working capital, cash flow, financial statements, transaction risks, valuations, and deal synergies. Prepares reports and executive summaries, advises private equity and corporate clients, collaborates with investment bankers and executives, and serves as the primary client contact. Supervises, mentors, and evaluates junior staff while supporting post-transaction integration.

Leads audit and attestation engagements from planning through completion, performing complex audit procedures, analyzing financial statements, assessing internal controls, reviewing workpapers, and finalizing reports. Supervises and mentors audit staff, manages client relationships, researches accounting issues, ensures compliance with professional standards, and contributes to continuous process improvement. Frequent, unpredictable travel may be required based on client needs.

Lead audit engagements from planning through completion, performing complex audit procedures, analyzing financial statements, assessing internal controls, reviewing documentation, researching accounting issues, communicating with clients, and supervising audit staff. Ensure compliance with accounting standards, timelines, budgets, and professional requirements while contributing to process improvements and maintaining client relationships.

Performs audit engagement planning and execution, including control testing, substantive testing, financial statement analysis, internal controls assessment, technical accounting research, workpaper preparation, and audit reporting. Communicates with clients, documents findings, collaborates with engagement teams, and develops supervisory skills while maintaining current accounting and auditing knowledge.

Assists with planning, executing, and completing audit engagements; performs control and substantive testing, analyzes financial statements, evaluates internal controls, researches accounting standards, communicates with clients, prepares workpapers and audit reports, and collaborates with audit teams.