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Performs audit procedures for moderately complex areas, reviews prior-year workpapers and interim financial statements, drafts management letter comments, evaluates client accounting systems and internal controls, and maintains knowledge of client policies and transactions. The role involves direct client collaboration, formal training, CPA exam support, continuous learning, and routine travel to client locations.

Manage individual, corporate, and entity tax return preparation; research complex tax issues; develop client solutions; build client relationships; mentor and develop associates; support business development and cross-selling; and contribute to firm growth and community engagement.

Manages accounts receivable, credit evaluations, collections, payment application, account audits, cash drawer reconciliation, invoice batches, deposits, payment portal administration, AR records, and month-end tasks. The role requires strong Excel skills, accuracy, organization, communication, and collaboration across departments. This is a full-time, on-site position reporting to the Controller.

Manage and review corporate, partnership, S corporation, and individual tax returns; provide tax planning and consulting; research complex tax issues; maintain client relationships; identify service opportunities; mentor associates; and support practice development and client growth.

Manage client accounting and advisory engagements by preparing, supervising, and reviewing accounting functions and work papers. Develop financial and business solutions, strengthen client relationships, identify cross-service opportunities, and support client growth and profitability. Lead, mentor, and coach associates while fostering teamwork, continuous improvement, and high-quality client service. Contribute to business development and maintain relationships within the broader business community.

Lead client onboarding, implementation, and operational transformation engagements from discovery through transition. Assess accounting workflows, identify process improvements, manage project plans and stakeholders, facilitate meetings and training, develop documentation, enable technology adoption, and guide clients toward scalable operating models. The role also supports business development, methodology development, and long-term client success through advisory and implementation services.

Manages individual, corporate, and entity tax return preparation; researches complex tax issues; develops client solutions; mentors and directs associates; supports business development and client relationship growth; and promotes teamwork, coaching, continuous learning, and community involvement.

Supervises accounting client engagements, plans and reviews deliverables, directs associate work, monitors reporting accuracy, manages budgets and timelines, and resolves client questions. Maintains client relationships, supports marketing and networking initiatives, assists with digital transformation, reviews contracts for billing and accounting, and contributes to associate development, training, presentations, performance reviews, and firm-wide projects.

Prepares and reviews individual, S corporation, partnership, and other entity tax returns; researches tax issues and develops client solutions. Builds internal and client relationships, delivers strong service, and contributes to business success. Develops staff associates and interns while supporting teamwork, continuous learning, and community engagement.

Manage complex audits, research technical accounting issues, present findings to client leadership, and develop audit associates through coaching and mentorship. The role also involves building client relationships, identifying business development opportunities, introducing specialists to clients, managing deadlines, and supporting continuous improvement across the firm.