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Leads multiple business audit, review, compilation, and employee benefit plan engagements from planning through completion. Manages client relationships, proposals, timelines, staffing, workpaper quality, billing, collections, and business development. Supervises, trains, and develops staff while ensuring compliance with professional standards and implementing accounting and auditing updates. Requires CPA licensure, substantial audit experience, strong financial modeling and quantitative skills, and preferably experience in construction, real estate, manufacturing, or professional services.

Manages complex individual, trust, estate, and gift tax engagements for high-net-worth clients. Provides tax planning and consulting, researches complex tax issues, prepares and reviews returns, manages workflow and billing, develops client relationships, mentors staff, supports business development, and monitors engagement profitability. Requires CPA licensure, accounting expertise, five or more years of relevant experience, advanced Excel skills, and strong analytical abilities.