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Lead and manage audit engagements from planning through completion, supervise and develop audit staff, manage billable budgets, research complex audit issues, maintain client relationships, and generate business growth.

Lead and manage risk-based internal audit engagements for financial institutions across banking functions. Plan, execute, and review audit work, present findings, manage client relationships, supervise and develop staff, support business development, and ensure audits meet methodology, regulatory expectations, timelines, and quality standards.

Support internal audit engagements for financial institutions by performing walkthroughs, control testing, transaction testing, and documentation. Identify risks and control gaps, prepare workpapers and audit reports, support regulatory compliance assessments, participate in client meetings, and contribute to audit project management and continuous improvement initiatives.

Performs outsourced accounting and CFO-level advisory services, including general ledger analysis, account reconciliations, financial reporting, management reporting, expense allocation, and financial trend analysis. Communicates findings to customers, manages recurring and ad hoc deliverables, improves workflows through technology, collaborates with Tax, Audit, and Consulting teams, and mentors associates and interns.

Lead and oversee regulatory compliance, BSA/AML, and fair lending audit engagements for financial institution clients. Manage risk assessments, testing, documentation, and high-level review of deliverables. Serve as primary client contact, coach and lead engagement teams, support staffing and resource planning, drive process improvements, and contribute to business development and integrated client solutions.

Lead state and local income/franchise tax advisory work with emphasis on pass-through entities and M&A. Research and resolve complex SALT issues, prepare technical memoranda and alerts, manage audits, apportionment and nexus studies, review filings and provisions, and support business development and client service.

The role involves assisting with tax due diligence for M&A transactions, preparing reports, conducting tax research, and collaborating with team members as part of the M&A tax team.

Lead the SOC Reporting and HITRUST team, manage client relationships, ensure quality and timely service delivery, and develop new offerings.

The Tax Senior Manager at Elliott Davis will oversee and consult on tax compliance for passthrough entities, manage a team, and build client relationships while handling complex tax issues in private equity.

The role involves executing buy-side and sell-side due diligence, analyzing financial data, creating reports, and communicating findings effectively.