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The Tax Senior will manage tax engagements, review returns, perform tax research, mentor staff, and collaborate with clients to meet objectives.

Lead internal audit engagements for financial institutions across lending, payments, deposits, treasury, HR, and ERM/MRM. Plan and execute testing, evaluate controls, review workpapers, prepare audit reports, mentor associates, manage timelines, and support client communications and continuous improvement.

The Senior Tax Manager oversees tax preparation and technical review for closely held businesses, leads a tax team, and manages client relationships.

The Audit Manager oversees the audit process, supervises audit staff, improves audit practices, manages client relationships, and develops new business opportunities.

The Tax Manager oversees tax preparation for individuals and trusts, ensuring compliance and managing the team while providing client tax planning and solutions.

Lead tax due diligence and structuring for M&A transactions, manage client relationships, mentor teams, and deliver high-quality analyses.

The Accounting Manager oversees daily operations of AP, AR, Payroll, and Billing, ensuring compliance and leading the accounting team to improve internal processes and support financial operations.

Support the Tax Practice by directing and managing workflow, using firm tax software, preparing and transmitting client organizers and returns, tracking CCH Workflow tasks, performing scanning/archiving, assisting with engagement letters, and cross-training to provide office backup and consistent, high-quality service.

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.

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.