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Oversee tax planning, compliance, and consulting engagements for ultra-high-net-worth individuals, families, and financial services clients. Review complex tax returns, manage client relationships, supervise and develop staff, support business development and recruiting, and maintain expertise in tax laws and accounting standards. The role requires knowledge of hedge fund K-1 treatment, trusts, estates, gifts, and charitable entities, along with occasional local client travel.

Oversee tax planning, compliance, and consulting engagements for ultra-high-net-worth individuals, families, and financial-services clients. Review complex tax returns, manage client relationships, supervise and develop staff, support business development and recruiting, and advise on tax-law changes. The role requires expertise in hedge fund K-1 treatment, trusts, estates, gifts, and charitable entities, along with occasional local client travel.

Lead private client tax engagements, reviewing federal and state individual and fiduciary returns, projections, workpapers, and tax issues. Manage engagement budgets, billing, economics, deadlines, and client relationships. Oversee, mentor, and develop staff accountants while identifying expanded service opportunities. The role requires strong entity and individual taxation expertise, public accounting experience, a CPA license, and at least 10 years of tax compliance experience.

Leads M&A and tax transaction engagements, developing federal tax strategies, structuring complex deals, managing tax risks, advising clients, supporting post-merger integration, and identifying additional service opportunities. Builds client relationships, presents complex tax concepts, mentors tax professionals, and fosters collaborative team development.

Provides outsourced bookkeeping and accounting services for dental practice clients. Responsibilities include managing month-end accounting, posting journal entries, correcting account discrepancies, preparing bank reconciliations and internal financial statements, maintaining client documentation, identifying accounting, investment, and tax issues, and supporting multiple client engagements while meeting quality, deadline, and budget expectations.

Prepare and review financial statements, general ledgers, workpapers, partner capital reports, fee and interest accruals, capital allocations, investor notices, cash reconciliations, and NAV calculations. Support year-end audits and mentor junior staff while serving real estate fund clients. The role requires accounting experience in fund accounting or financial services assurance, with hedge fund, private equity, alternative asset management, public accounting, CPA progress, and Yardi or MRI experience preferred.

Leads corporate tax compliance and advisory engagements, including federal, multinational, and multistate return review and signoff. Advises clients on tax planning and legislative changes, supports proposals and business development, builds client relationships, and manages, trains, and evaluates staff. Requires extensive tax compliance or consulting experience and a CPA, EA, or JD.

Support client accounting engagements through planning, execution, and closeout. Prepare and maintain financial records, assist with month-end close and financial reporting, research technical accounting issues, and ensure compliance with policies, laws, regulations, and accounting standards. Prepare client deliverables, identify risks and trends, communicate project status, support consulting projects, and collaborate with clients, auditors, and internal teams. Maintain certifications and continuing professional education requirements.

Lead state and local tax consulting and compliance services, including multistate returns, nexus and taxability studies, audit defense, due diligence, pass-through entity matters, tax research, and planning. Develop new business, service existing clients, collaborate with tax professionals, contribute to thought leadership and technology initiatives, and mentor staff.

Leads private client tax engagements, reviewing federal and state individual and fiduciary returns, projections, workpapers, and tax issues. Oversees return processes, manages budgets, billing, and engagement economics, identifies client service opportunities, and mentors staff accountants. Requires extensive public accounting and tax compliance experience focused on individual, fiduciary, estate, and gift taxation.