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Complete accounting, tax, and audit engagements; analyze and plan client work; meet budgets and charge-hour goals; review and mentor associates; support billing, practice development, specialty practice growth, and client service. The role requires managing multiple deadlines, communicating with internal and external stakeholders, maintaining quality standards, and traveling based on client and business needs.

Leads audit engagements for private equity and venture capital portfolio companies, builds audit teams, manages client and investment company relationships, coordinates with tax and advisory groups, develops go-to-market strategies, and oversees deadlines, assignments, communications, and engagement delivery. Requires strong knowledge of private equity and venture capital investment lifecycles, active CPA certification, public accounting experience, and willingness to travel as needed.

Manages external audits, SOX and ICFR control design, internal audit plans, work papers, accounting research, and client reporting. Builds client relationships, supervises and mentors engagement teams, supports business development, and ensures audit quality. Requires an active CPA, substantial public accounting and internal controls experience, supervisory experience, and regional or local travel.

Leads SEC audit engagements, including planning, budgeting, staff supervision, workpaper and financial statement review, SEC filing analysis, risk management, quality control, and technical accounting research. Serves as the in-charge field representative, manages client relationships and expectations, trains staff, reviews compliance with professional standards, and maintains continuing professional education. Travel to client sites is required.

Supervise governmental audit engagements from planning through completion, ensuring quality, deadlines, budgets, and client communication. Review team work, provide feedback, mentor staff, support billing and business development, and contribute industry expertise. The role requires managing multiple assignments, meeting charge-hour goals, maintaining professional standards, and traveling as needed for client and business requirements.

Oversee month-end and year-end close activities, including financial statements, audit schedules, and notes. Manage accounting functions such as accounts payable, accounts receivable, payroll, general ledger maintenance, and financial reporting. Ensure compliance with GAAP and client requirements, coordinate with auditors and tax accountants, recommend process improvements, maintain policies, and manage client relationships.

Supports audits for alternative investment funds, including hedge funds, venture capital, and private equity clients. Performs audit testing, prepares financial statements and disclosures, analyzes portfolio valuations and fair value measurements, researches technical accounting matters, and assists with implementing reporting requirements. Collaborates with client management and fund administrators while escalating complex accounting issues to senior team members.

Manages tax engagements, reviews tax returns, workpapers, and financial statements, researches complex tax and accounting issues, identifies risks, and communicates solutions to clients and partners. Oversees engagement workflows, supervises and mentors tax staff, manages multiple assignments, ensures documentation quality, and stays current with technical standards and industry developments.

Leads a private client tax practice by expanding existing and new client revenue, managing business planning, billing, realization, quality control, and staff. Serves as a trusted client advisor and technical subject matter expert while driving business development, cross-selling, team culture, and operational performance. Requires active CPA certification, public accounting experience, supervisory leadership, strong communication, and travel based on client and business needs.

Manages tax engagements, prepares and reviews complex tax returns and workpapers, researches technical accounting and tax issues, identifies risks, and develops solutions. Oversees engagement workflow, supervises and mentors staff, communicates with partners and clients, reviews financial statements, prepares technical memos, and stays current on industry and regulatory developments.