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Prepares, reviews, and manages individual, corporate, and partnership tax engagements. Conducts tax research and planning, advises clients, oversees compliance and filing deadlines, communicates complex tax matters, supervises and mentors staff, and improves tax processes. The role requires collaboration with firm leaders and frequent, unpredictable travel based on client needs.

Prepares federal, state, and local tax returns for individuals and business entities; researches tax laws, analyzes financial information, identifies tax-saving opportunities, supports projections and compliance, communicates with clients, and assists senior tax professionals with complex projects. The role requires accurate documentation, collaboration, ongoing professional development, and frequent client-related travel.

Leads audit engagements from planning through completion, supervising audit professionals and ensuring adherence to budgets, timelines, quality standards, GAAP, auditing standards, and regulatory requirements. Manages client relationships, reviews complex accounting matters, oversees risk and quality control, mentors team members, supports business development, and contributes to thought leadership. Requires a bachelor’s degree, extensive audit experience, progressive leadership responsibility, and a CPA license.

Oversee client accounting operations, including accounts payable, accounts receivable, general ledger, reconciliations, financial reporting, and month-end and year-end close. Review accounting work, support budgeting and forecasting, analyze financial results, maintain client relationships, resolve issues, advise clients, improve processes, ensure compliance, and support audits.

Leads audit engagements from planning through completion, performing complex testing, reviewing workpapers, analyzing financial statements, assessing internal controls, researching accounting issues, and finalizing reports. Maintains client relationships, supervises and mentors audit staff, manages engagement timelines and budgets, and ensures compliance with professional standards. Contributes to continuous process improvement and remains current on accounting regulations and industry developments.

Leads audit teams through engagement planning, execution, review, and completion while ensuring quality, compliance, timelines, and client satisfaction. Manages client relationships, develops audit strategies, reviews complex financial work, mentors staff, monitors standards and regulations, supports business development, and oversees quality control. Requires a bachelor's degree, CPA license, and substantial CPA-firm audit experience.

Senior Consultant helps clients improve financial processes, systems, and strategies. Responsibilities include analyzing financial operations, gathering requirements, designing solutions, preparing project deliverables, supporting sales activities, identifying cross-selling opportunities, managing project segments, maintaining task-level plans, and building client relationships. The role also contributes to transformation initiatives, mentors consultants informally, and may require frequent, unpredictable travel and extended work hours.

Performs buy-side and sell-side financial due diligence for middle-market transactions. Responsibilities include collecting financial information, managing diligence requests, analyzing margins, trends, pricing, cash flows, and reconciliations, preparing quality of earnings and working capital analyses, participating in management discussions, writing client reports, supporting advisory engagements, and mentoring junior team members. Some travel to client sites may be required.

Lead tax engagements involving planning, preparation, and review of individual, corporate, and partnership returns. Manage client relationships, conduct tax research, develop planning strategies, oversee compliance and filing deadlines, and advise on complex transactions. Supervise and mentor tax staff, collaborate with firm leaders, communicate tax concepts to clients, and improve tax workflows and service delivery.

Lead audit and attestation engagements from planning through completion. Perform complex audit procedures, analyze financial statements and internal controls, review workpapers, research accounting issues, communicate with clients, supervise audit staff, finalize reports, and ensure compliance with professional standards, timelines, and budgets.