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Support clients with financial reporting and technical accounting: prepare/review financial statements, implement new accounting standards (ASC 842/606/805), research and draft technical memos, assist SEC reporting, perform reconciliations/journal entries, optimize accounting processes, and collaborate with cross-functional teams to deliver client solutions and manage project delivery.

Manage and deliver high-quality audit and assurance services for privately held companies. Lead engagement planning through completion, supervise teams, monitor budgets and deadlines, review workpapers and financial statements, build client relationships, and support business development and process improvements to ensure compliance with U.S. GAAP and auditing standards.

Provide tax strategy and compliance services for closely held businesses and private equity portfolio companies, preparing federal, state, and local returns (C‑Corps, S‑Corps, Partnerships), conducting technical research, advising on tax efficiencies, managing client relationships, and coaching staff to ensure timely, accurate deliverables.

Lead buy- and sell-side financial due diligence engagements for private equity, corporate, and owner-operator clients. Oversee quality-of-earnings, working capital, and cash flow analyses; review complex financials, ensure U.S. GAAP application, prepare transaction reports, and communicate findings. Serve as primary client contact, manage stakeholders, and supervise/coach senior associates and associates to build a high-performing team.

Support M&A tax engagements from due diligence through structuring and transaction modeling. Perform tax due diligence, prepare and analyze transaction tax data, assist with restructuring and tax research, review work of junior staff, and collaborate with Managers and Partners to deliver high-quality client deliverables on multiple deals.

Lead and perform audit engagements for privately held clients—particularly manufacturing—prepare and review annual audit reports, liaise with managers and staff, support clients through financial reporting, and coach/train audit staff accountants.

Manage and review complex individual, multi-state, and trust/estate tax filings for high net worth clients. Develop and implement tax planning strategies, serve as a technical advisor, lead client relationships, and mentor staff while ensuring compliance, quality, and coordinated service delivery across teams.

Lead and review complex individual, multi-state, trust, and estate tax compliance and planning for high net worth clients. Provide technical subject-matter expertise, advise on wealth preservation strategies, manage client relationships, mentor team members, and support practice growth and process improvement.