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Performs audit, review, and compilation procedures, including control testing, substantive testing, and analytical procedures. Supports senior professionals, evaluates financial information accuracy, maintains client relationships, monitors auditing and regulatory developments, and participates in professional development. The role requires accounting knowledge, strong communication and organization, teamwork, analytical ability, and proficiency with Microsoft Office; Caseware or CaseView experience is a plus.

Leads audit, review, and compilation engagements, including risk assessment, fieldwork, testing, documentation, budgeting, and partner communication. Manages, trains, and evaluates engagement teams while maintaining strong client relationships. Supports business development through proposals and networking, stays current on auditing regulations and industry trends, and contributes to professional development and process improvement.

Lead audit, review, and compilation engagements from planning through completion. Perform control, substantive, and analytical testing; apply U.S. GAAP and GAAS; manage timelines, budgets, and quality standards; supervise and mentor staff; maintain client relationships; and stay current with auditing regulations and practices.

Manage commercial tax engagements including review of returns, projections, workpapers, tax research, client consulting and planning, issue resolution, and staff coaching/mentoring. Maintain client relationships and coordinate with partners for timely project delivery.

Manage tax compliance and closings, review tax workpapers, respond to client tax inquiries, conduct intermediate tax research, develop budgets/pricing, assign workloads, supervise and train staff, assess performance, and maintain client relationships.

Lead commercial tax engagements including review of returns, tax projections, research, planning, and client advisory. Manage client relationships, oversee tax processes, develop new business, and coach staff while maintaining technical tax knowledge and using firm tax software.

Lead assurance workflow automation and innovation by designing data ingestion, validation, UI and automation solutions. Collaborate with audit teams and vendors to scale tooling, leverage GenAI/Agentic AI, and deliver actionable insights using Excel, VBA, Power BI, Power Automate, and Microsoft 365 apps.

Performs audit, review, and compilation procedures, including controls testing, substantive testing, and analytical procedures. Supports senior professionals, evaluates financial information accuracy, communicates with clients and colleagues, monitors auditing and regulatory developments, and participates in professional development. Requires strong accounting knowledge, organization, analytical ability, teamwork, communication, and Microsoft Office proficiency.

Leads audit, review, and compilation engagements; oversees fieldwork, risk assessment, documentation, budgets, pricing, and client communication. Manages, mentors, and evaluates audit staff, coordinates with Partners, supports business development, and maintains current knowledge of auditing standards and regulatory developments.

Prepare and review federal and state tax returns, extensions, and projections for corporations, partnerships, and individuals. Perform tax research, maintain client relationships, communicate engagement needs, mentor junior staff, and participate in business development. Ensure Managers/Directors/Partners are apprised of issues and deliver high-quality client service.