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Prepare and review complex individual, fiduciary, partnership, not-for-profit, and corporate tax returns; conduct engagement planning, controls testing, analytical reviews, and accounting research; mentor staff; manage workflow and deadlines; research and explain technical tax issues.

Serve as an experienced public accountant performing complex tax return preparation, audit and accounting engagements, controls testing, technical research, staff mentoring, and workflow management across varied client types including funds, private equity, real estate, nonprofits, and high-net-worth individuals.

Lead and supervise audit, review, and compilation engagements including planning, accounting research, complex procedures, detailed reviews, staff mentorship, workflow management, and technical issue resolution.

Provide high-level administrative support to Partners, managing complex calendars, travel, client communications, meeting materials, onboarding, and sensitive client data. Coordinate engagement timelines, support firm initiatives and projects, and maintain accurate client records in a fast-paced public accounting environment, including peak tax season and hybrid/in-office presence.