Manage and review accounting and assurance engagements, ensuring GAAP/SSARS/GAAS compliance. Oversee multiple client engagements, review tax work, mentor staff, build client relationships, and provide technical accounting and tax guidance. Support business development and maintain high-quality, timely deliverables.

Prepare and review complex federal and state individual, partnership, corporate, and fiduciary tax returns; manage multiple tax engagements; perform tax research, planning, and client advisory; mentor and supervise staff; build trusted client relationships and ensure technical accuracy and compliance.