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The Senior Audit Manager will lead audits, prepare financial statements, review tax returns, mentor staff, and support business development, contributing to client relations across various industries.

The Tax Operations & Resource Manager manages tax production, resource allocation, and team development across all offices, enhancing efficiency and ensuring compliance with tax procedures.

The Director of HRBP will guide high-visibility strategic people initiatives, focusing on leadership development, employee relations, HR metrics, and workforce planning while collaborating with senior leadership.

As an Audit Manager, you'll lead audit engagements, manage client relationships, supervise audit staff, and ensure compliance with standards.

The HR Operations Manager oversees HR operations, immigration management, and office administration, ensuring efficiency and compliance throughout the employee lifecycle and supporting organizational growth.

As Employee Relations Manager, you'll manage performance issues, conduct workplace investigations, support termination processes, coach managers, and maintain employee relations documentation for partner firms.

Lead BI and analytics initiatives: design, build, and maintain dashboards, reports, data models, and automations using Power BI and SQL. Analyze financial and operational data to improve workflows and resource allocation, apply process-improvement methods, lead cross-functional projects, ensure data governance, provide training, and partner with leadership to deliver actionable insights.

Review complex federal, state, and local tax returns for individuals, corporations, partnerships, and trusts. Provide technical guidance, identify tax-saving opportunities, research complex tax issues, manage engagement timelines, ensure compliance with firm policies and tax law, and participate in process improvements. Collaborate with teams and maintain priorities and deadlines.

Cross Financial seeks experienced financial advisors with a transferable book of business to transition to a high-payout platform with true client ownership and long-term growth opportunities.

Provide efficient administrative support, assist in document management, coordinate with the admin team, and handle internal communications and client interactions.