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Lead tax function including compliance, planning, provision oversight (ASC 740), audits and controversy, team leadership and mentoring, business development, and high-level advisory to executives and complex clients.

Lead complex accounting and tax engagements: prepare and review individual and business tax returns, oversee close processes, conduct tax research and planning, review financial statements, advise clients, mentor staff, ensure compliance with firm standards, and support onboarding and process improvements.

Support daily administrative and operational functions for a tax and financial services firm: client communication, workflow tracking, document management, basic IT liaison, billing support, appointment scheduling, and office maintenance. Ensure accuracy, deadline adherence, and smooth coordination between staff, leadership, and clients in a fast-paced, client-focused environment.

Manage complex business tax engagements (1120s, 1065s); serve as primary client contact; provide tax planning and guidance; assist with compilations/reviews; review junior staff work; handle tax notices and audits; and support workflow management during busy season.

Provide bookkeeping and month/year-end close support, prepare journal entries, reconciliations, and financial reports; assist with individual and business tax returns, payroll, quarterly filings, client communication, and support senior team members on engagements.

Manage daily office operations and front-desk tasks, coordinate vendors, supplies, meetings, and events, maintain physical and digital filing systems, and provide administrative support to ensure a professional, efficient workplace.

Prepare and review individual and business federal, state, and local tax returns; perform technical tax research; support tax planning; ensure compliance; communicate with clients; collaborate with internal teams; stay current on tax law changes and improve processes.

Lead the tax function delivering compliance, reporting, planning, and advisory services. Oversee complex engagements, manage audits and tax controversy, mentor a tax team, drive business development, and supervise corporate tax provision (ASC 740) and financial reporting.

Lead business accounting engagements including month‑end/year‑end close, financial statement preparation and review, payroll and reconciliations. Support/prepare tax returns, perform GAAP and tax research, advise clients, mentor staff, enforce quality control, and drive process improvements and firm initiatives.

Lead complex individual and business tax engagements, ensure quality of deliverables, provide tax research and planning, mentor staff, manage client relationships, and improve tax/accounting processes and documentation.