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Lead and manage accounting and tax engagements for small- to mid-sized businesses, oversee review and compilation services, review month-end close and tax returns, build client relationships, supervise staff, scope and onboard clients, and provide technical guidance and performance improvements.

Manage tax engagements for high-net-worth individuals, executives, and related entities; oversee compliance and planning, review returns and work papers, develop and mentor team members, resolve technical issues, and support business development and client retention.

Manage business tax engagements including compliance, planning, and technical research. Supervise and develop team members, review returns and workpapers, ensure profitable engagements, resolve technical issues, and support business development to retain and expand client services.

Manage business tax engagements including compliance, planning, review, and client service; supervise and develop team members; research and resolve technical tax issues; drive profitable engagements and business development.

Manage tax engagements for high-net-worth individuals and related entities, provide tax planning and compliance, review work papers, mentor team members, resolve technical issues, and support business development.

Manage tax engagements including preparation and review of business and individual tax returns, tax research and planning, client consulting, supervising staff, identifying tax and accounting issues, and contributing to engagement budgets and performance improvements.

Manage and execute tax engagements including preparation and review of individual and business returns, tax research and planning, client consulting, supervising staff, identifying tax and accounting issues, and contributing to engagement budgeting and performance improvements.

Manage tax engagements including tax return preparation and review for individuals and business entities, tax research and planning, client consulting, supervising staff, identifying accounting and performance improvement opportunities, and collaborating with partners and managers to meet client and firm standards.

Coordinate staffing and schedules for the Tax Services practice, maintain assignments and systems (ProStaff, Workstream, Client Central), prepare production and tracking reports, manage tax return compliance logistics, liaise with clients and partners, and support administrative workflows and invoicing for assigned client groups.

Manage tax engagements including preparation and review of individual and business returns, tax research and planning, client consulting, supervising staff, identifying tax and accounting issues, and supporting engagement budgets and performance improvements.