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Oversee private client tax engagements, prepare and review complex individual, partnership, corporate, and entity returns, and ensure compliance with tax laws. Train, supervise, mentor, and develop tax staff while managing deadlines, billing, client relationships, and technical research. Support business development through networking and seminars, collaborate across the firm, and stay current on tax regulations and accounting standards.

Oversee private client tax engagements, prepare and review complex individual, partnership, corporate, and entity tax returns, supervise and mentor staff, conduct tax research, manage client relationships, ensure accurate billing and timely delivery, pursue new business, and stay current on tax laws and accounting standards. The role requires a bachelor's degree, 4+ years of tax experience, and CPA or IRS Enrolled Agent certification.

Coordinate and supervise tax engagements involving consulting, compliance, and planning services. Prepare federal, state, multistate, international, individual, trust, estate, and entity tax returns. Research applicable tax laws, respond to IRS and state notices, communicate with clients, collaborate with integrated teams, and mentor interns and associates.

Leads complex tax compliance and advisory engagements for high-net-worth individuals, family offices, and closely held businesses. Provides partner-level tax return review, strategic planning, regulatory guidance, client relationship management, business development, engagement oversight, and practice leadership. Mentors tax professionals and contributes to thought leadership, technology adoption, and process improvement initiatives.

Manage internal audit, SOX 404, risk assessment, internal controls, and regulatory compliance engagements for financial services and other clients. Lead walkthroughs and control testing, prepare audit committee presentations, manage client relationships, oversee engagement profitability, review deliverables, and provide advisory solutions. The role requires CIA or CPA certification, relevant bachelor's degree, management experience, and at least five years of internal audit, consulting, or advisory experience.

Manage state and local tax consulting and compliance engagements, including multistate tax return review, sales tax studies, audit defense, due diligence, tax research, legislation analysis, pass-through entity issues, and tax planning. Collaborate with clients and internal tax professionals while reviewing complex partnership and corporate filings and advising on nexus, apportionment, withholding, and related state tax matters.

Leads state and local tax consulting and compliance services, including multistate returns, nexus and sales tax studies, residency issues, audit defense, due diligence, pass-through entity taxation, tax research, and legislative analysis. The role also supports business development, client service, tax planning, technology initiatives, thought leadership, and staff mentoring.

Leads buy-side and sell-side financial due diligence and Quality of Earnings engagements. Manages transaction teams, reviews financials, evaluates risks and value drivers, prepares reports and presentations, and communicates findings to executives, investors, and clients. Collaborates across advisory functions, mentors staff, supports business development, and manages time-sensitive transaction activities, including occasional travel and extended hours.

Lead large FEMA-funded disaster recovery programs delivering compliance, financial oversight, and closeout. Manage teams across project phases, drive business development and proposals, advise leadership on FEMA policy, build client relationships, and provide mentorship to staff while ensuring program scope, schedule, budget, and quality.

Leads pricing strategy, bill-rate planning, profitability analysis, forecasting, KPI reporting, and financial modeling for the Tax practice. Advises practice leaders on realization, margins, client economics, and business performance; supports proposals and renewals; improves data quality, dashboards, and finance processes; and manages a Tax Finance Analyst.