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Lead and manage audit and assurance engagements from planning to completion, supervise and mentor engagement teams, review financial statements and disclosures for compliance, manage budgets and profitability, advise clients on financial reporting and internal controls, and support business development while staying current on accounting and auditing standards.

Provide outsourced accounting and advisory services for middle-market clients: month-end close, financial reporting, analysis of KPIs, budgeting/forecasting, cash flow and financial modeling, tax return preparation and planning, research on accounting/tax matters, and manage client engagements and deliverables.

Lead CAAS engagements for entrepreneurial and middle-market clients combining accounting, advisory, and tax planning. Oversee month-end close, financial reporting, budgeting, forecasting, cash flow and financial modeling. Provide strategic recommendations, review tax returns, manage engagement timelines/budgets, mentor staff, support client onboarding, retention, and business development.

This role involves managing client engagements in assurance services, utilizing accounting expertise to ensure quality results, mentor staff, improve performance, and maintain strong client relationships.

The Experienced Staff in Assurance Services manages client engagements, ensuring high-quality audit results, mentoring team members, and driving performance improvements through effective communication and leadership.

The role involves managing client engagements, driving performance improvements, mentoring assurance staff, and ensuring high-quality results while maintaining client relationships.

The Partner provides strategic direction in assurance services, manages client relationships, ensures audit quality, and mentors team members within the financial institutions sector.

Provide an introductory public accounting experience through audit testing, internal control analysis, risk assessment, client communication, research, written reports, and workpaper preparation. Interns receive firm orientation, training on firm systems, and are expected to work full-time for at least eight weeks as part of engagement teams.

Manage tax engagements including preparing and reviewing individual and business tax returns, performing tax research and planning, consulting on financial and tax matters, and identifying tax and accounting issues. Communicate directly with clients and engagement teams, supervise assigned tax staff when in-charge, participate in budgeting, and identify performance improvement opportunities while adhering to professional ethics.

Support tax compliance and client engagements across federal, state, and individual/trust areas. Communicate with clients and staff, perform client-site work, create and maintain workpapers, analyze internal controls, research industry comparables, and use firm tax/accounting systems and Microsoft Office. Full-time for eight weeks or more.