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Provide outsourced accounting and finance services to multiple clients: prepare KPIs and financial statements, maintain standardized procedures, perform reconciliations and AP, onboard and train clients/staff, manage and motivate team, use diverse technology solutions, meet deadlines, and ensure high client satisfaction.

Lead tax engagements for small business clients including tax compliance, planning, research, and preparation for trusts, S-corps, and individual returns. Review working papers, manage budgets and timelines, mentor staff, build client relationships, and assist with special projects like cash flow forecasting and sales tax. Deliver engagements on time and support business development and cross-selling.

Prepare and review complex business and individual tax returns and financial statement compilations; perform client budgeting/cash flow projects; research tax issues and prepare conclusions; manage deadlines; build client relationships; and mentor/train staff.

Prepare and review complex business and individual tax returns, provide tax planning and consulting, research and resolve tax issues, mentor staff and interns, develop client relationships, and learn diverse tax services including international and transaction advisory services.

Provide outsourced accounting and bookkeeping services for multiple clients: prepare financial statements, budgets, KPIs, GL analysis and reconciliations, accounts payable, onboarding, process standardization, and client/staff training to ensure timely, accurate reporting and high client satisfaction.

Lead client engagements for small business clients including tax compliance, planning, budgeting, and cash-flow projects. Develop client relationships, identify growth opportunities, review working papers, and mentor staff while delivering engagements on time and within budget.