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Manage audit engagements, deliverables, and client relationships, while providing technical guidance and developing staff. Ensure quality standards and compliance with auditing principles.

Lead business development to generate new opportunities across consulting, tax, audit, advisory, and accounting services. Build and maintain client relationships, manage the full sales cycle, qualify leads, develop proposals and contracts, collaborate with practice leaders, and participate in marketing and events to expand cross-sell and revenue.

The role involves managing tax compliance and consulting for high-net-worth clients, mentoring team members, and developing client relationships.

Support Rillet ERP implementations by analyzing accounting workflows, configuring the Rillet platform, assisting with data migration, testing/UAT, end-user training, integrations, reporting, and project coordination while developing consulting and technical skills.

Lead and supervise SOX 404 and internal audit engagements including planning, fieldwork, testing, documentation, and reporting. Evaluate internal controls, prepare process flowcharts and control matrices, coach staff, communicate with clients, assist with risk assessments and SOX implementation, and continuously develop SOX/ITGC and accounting expertise.

Lead and review complex tax engagements for individuals, partnerships, S and C corporations. Provide tax consulting, prepare audit responses, conduct high-level research, manage client engagements and teams, develop staff, pursue business development and extended services, and stay current on tax law and training.

Design, build, and validate data models and transformation pipelines in Microsoft Fabric. Create and maintain Power BI semantic models and enable self-service reporting. Translate stakeholder needs into analytics solutions, enforce governance and modeling standards, use Git for version control, and support testing, documentation, and continuous improvement.

Lead end-to-end Rillet ERP implementations for mid-market clients: gather requirements, configure the platform, run testing and UAT, migrate data, train finance teams, build integrations and reports, manage project scope/timeline/budget, and help scale the internal Rillet delivery model and best practices.

The Audit Manager will oversee client engagements, manage workflows, and ensure compliance with accounting standards. This role includes team leadership, client interaction, and practice development, while also mentoring less experienced professionals.

As a Senior Associate, you will supervise audits, lead a team, analyze financial data, and ensure report completion while complying with applicable standards.