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Manage outsourced accounting engagements including financial reporting, technical accounting guidance, PBC onboarding, audit/tax coordination, budgeting/forecasting, cash flow modeling, client communication, team coaching, scheduling, and engagement economics oversight for a $1.2M managed book.

Lead and review financial reporting and technical accounting engagements, research GAAP and SEC guidance, mentor staff, prepare financial statements and disclosures, liaise with clients, and support firm initiatives in a hybrid environment.

Lead and oversee tax advisory and technical accounting engagements, manage project plans and client relationships, prepare and review ASC 740 tax provisions, reconciliations, and technical memos, mentor team members, monitor engagement economics and margins, and support firm initiatives while managing a $1.2M book of revenue.

Lead and oversee financial reporting and technical accounting engagements, review complex financial statements and memos, coach managers and staff, manage engagement economics, liaise with clients/auditors, and identify scope or service opportunities.

Prepare monthly balance sheet reconciliations, review equity agreements and income contracts, create weekly cash reports, and help prepare monthly/quarterly client financial reports. Provide full-cycle outsourced accounting advisory services across multiple clients.

Lead M&A tax advisory engagements, provide technical tax expertise (Sec. 382, transaction costs, restructurings), manage client relationships and engagement economics, coach staff, and support firm growth and delivery. Oversee due diligence, tax structuring, and complex tax accounting matters while ensuring project plans, margins, and deliverables are met.

Lead and review technical accounting and financial reporting engagements. Research GAAP/SEC guidance, prepare position papers, oversee staff work, ensure accuracy of financial statements and disclosures, engage with clients, and mentor junior team members in a hybrid environment.

The Senior Associate - M&A is responsible for overseeing M&A work plans, analyzing financial data, and assisting clients during transactions, focusing on building client relationships and team collaboration.

Oversee financial reporting and technical accounting engagement work plans, review and delegate staff deliverables, prepare and consolidate financial statements, perform basic technical research and disclosures, and support client relationships and firm initiatives in a hybrid environment.

Support accounting advisory engagements by preparing and mapping trial balances to financial statements, posting adjusting journal entries, leveraging firm templates and technology, tracking scope/time, communicating project status, and collaborating with managers and peers in a hybrid environment.