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Manage complex federal, state, and local tax engagements for high-wealth business owners; prepare and review individual, corporate, partnership, and trust returns; supervise staff and interns; develop tax planning strategies; conduct research and provide technical guidance; communicate with clients; ensure compliance and timely filings; collaborate with audit and accounting teams and improve departmental processes.

Lead tax planning, compliance, preparation, review, and research for individuals and businesses. Prepare multi-entity and multistate returns, apply tax law, manage client relationships, coordinate complex accounting projects, supervise staff, and implement tax strategies and efficiencies using tax software.

Prepare and review client financial statements, analyze financial data for discrepancies, support month- and year-end closings, ensure GAAP and tax compliance, coordinate with tax preparers and auditors, communicate with clients, and improve internal reporting processes.

Manage day-to-day client tax relationships, lead tax compliance and consulting engagements, research technical tax issues (including ASC740), respond to tax authorities, develop staff, support business development, and manage engagement profitability and client service.

Lead tax operations and resource management across multiple offices: maintain tax policies and software, manage workflows and signatures, allocate and forecast staffing, train and mentor staff, track utilization and deadlines, support tax production and e-filing, and coordinate cross-functional staffing and training initiatives to optimize productivity and compliance.

Review and finalize federal, state, and local tax returns for individuals, corporations, partnerships, and trusts. Provide technical guidance, identify tax-saving opportunities, research complex tax issues, manage engagement timelines, collaborate with teams, maintain compliance with firm policies, and support process improvements and client communication.

Provide front-desk and administrative support: greet visitors, manage calls/mail, schedule and coordinate meetings/events, maintain files and supplies, draft correspondence, troubleshoot basic office technology, and support cross-departmental needs to ensure smooth office operations.

Lead audit planning and fieldwork, supervise staff, perform first-level reviews, document higher-risk areas, execute inquiry and analytical procedures, prepare financial statements, and evaluate technical accounting standards while maintaining strong client relationships.

Manage and review complex individual, partnership, corporate, trust, and estate tax engagements; research and resolve advanced tax issues; advise clients on planning and structuring; lead, mentor, and review tax staff; support practice operations, recruiting, and business development with a pathway to partner.

Manage a portfolio of client engagements and supervise bookkeepers/CAS associates. Oversee monthly close, prepare and review financial statements, reconciliations, and GAAP compliance. Serve as primary client liaison, deliver advisory recommendations, implement processes, and leverage cloud accounting and automation tools. Mentor staff and ensure timely, high-quality deliverables.