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Lead UKG Ready payroll implementations from requirements through go-live, including configuration, testing, data/imports, integrations, training, and handover. Collaborate with project teams, document configurations, mentor consultants, and meet utilization targets while maintaining UKG Ready certifications and client-focused service.

Provide high-level administrative support to the CFO and executives: manage complex calendars, arrange travel, prepare/edit Office documents, process expenses, support events and special projects, coordinate cross-functional initiatives, and maintain confidentiality while working across time zones.

Lead full sales cycle for NetSuite ERP services: generate leads, build pipeline, close deals, collaborate with solution architects and implementation teams, pursue cross-sell opportunities, attend events, and maintain client relationships to achieve revenue targets.

Manage and review complex tax returns for high-net-worth individuals and related pass-through entities, advise on tax implications of transactions, respond to audits, conduct tax research, oversee engagements and staffing, and train and develop junior staff.

Drive revenue for Valuation & Forensics by originating and closing high-value engagements (valuation, real estate appraisal, forensic accounting, litigation consulting). Build and nurture relationships with law firms, PE, corporate legal and financial leaders; manage full sales lifecycle from prospecting to contracts; maintain pipeline, execute targeted sales plans, and collaborate with internal subject matter experts and marketing to generate leads and proposals.

Prepare federal, state, and local corporate tax returns and provisions, perform tax research and planning, manage client communication and priorities, support varied client engagements, develop tax technical and software skills, and work toward CPA certification.

Serve as liaison between business stakeholders and IT to analyze, document, and implement ServiceNow (ITSM/HRSD) solutions. Drive process improvements, define functional/technical specs, identify integrations and data needs, support testing (UAT/regression), and lead cross-functional projects using Agile methods and ServiceNow best practices.

The Tax Director will oversee tax compliance, review tax returns, manage client engagements, and lead training for team members while addressing high-net-worth individuals' tax needs.

Serve as a presales solution architect for Sage Intacct: qualify needs, demo product, scope and design solutions, write proposals and contracts, build pipelines, collaborate with sales and Sage partners, support integrations, and participate in marketing and industry events to drive professional services revenue.

The role involves consulting for Business Central projects, including configuration, testing, client interactions, and documentation. Responsibilities include client relationship management, training, and process improvement recommendations.