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Oversee accounting and financial operations for a portfolio of high-net-worth individuals, executives, entrepreneurs, and closely held businesses. Responsibilities include bookkeeping, accounts payable and receivable, payroll, cash management, journal entries, financial reporting, reconciliations, issue resolution, tax preparation support, compliance, and client relationship management. The role serves as a primary client contact and trusted financial advisor.

Manage bookkeeping and accounting activities for entertainment and business management clients. Responsibilities include reconciliations, journal entries, financial schedules, cash flow reports, accounts payable and receivable, client deposits, 1099s, issue resolution, and communication with clients, vendors, and banking partners.

Manages tax compliance, planning, and advisory services for businesses, pass-through entities, corporations, trusts, and high-net-worth individuals. Reviews complex returns and workpapers, researches tax matters, responds to tax authorities, oversees engagements, manages client relationships and billing, and supports business development. The role also supervises, mentors, and develops tax staff while ensuring deadlines, budgets, quality, and client expectations are met.

Leads complex tax engagements for high-net-worth individuals, trusts, estates, family offices, and closely held businesses. Provides strategic tax planning for wealth preservation, estate and gift taxation, succession, and income optimization. Manages client relationships, engagement quality, profitability, and deadlines; researches sophisticated tax matters; mentors teams; drives business development; and contributes to firm leadership and strategic growth.

Performs financial statement audits, Single Audits, compliance engagements, and control evaluations for state and local government clients. Analyzes audit findings, develops recommendations, supports governmental accounting and auditing standards, and maintains client relationships. Collaborates with managers and partners on complex engagements while pursuing professional development. Requires periodic travel to client sites throughout California and other U.S. destinations.

Lead public sector advisory and internal audit engagements for state and local government clients. Responsibilities include interviews, walkthroughs, data analysis, testing, research, workpaper documentation, report drafting, project task management, client collaboration, and mentoring junior staff. The role supports on-time, on-budget delivery and participation in training and firm initiatives.

Leads complex tax engagements for high-net-worth individuals, corporations, and partnerships. Prepares and reviews federal and state returns, provides strategic tax planning, represents clients before tax authorities, supervises engagement teams, ensures technical quality, manages billing and client communications, researches tax issues, and supports client development. The role requires CPA credentials, substantial public accounting experience, and expertise in tax advisory services.