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Lead buy-side and sell-side transaction advisory and financial due diligence for middle-market deals. Manage engagements, analyze EBITDA adjustments and financial trends, review workpapers, mentor staff, build client relationships, and identify opportunities for additional services.

Plan and supervise audit engagements, conduct and review fieldwork and workpapers, delegate and mentor staff, identify process efficiencies and business opportunities, assist with billing and special projects, and ensure high-quality financial statement preparation and client service.

Lead buy- and sell-side transaction advisory and financial due diligence for middle-market clients. Manage engagements, analyze EBITDA adjustments and financial trends, consult on valuation and deal structuring, review workpapers and reports, train staff, and identify opportunities to expand client services.

Lead and review tax engagements for partnerships, S and C corporations, and individuals. Mentor staff and seniors, deliver timely quality work within budgets, provide tax planning and consulting, manage engagement staffing and utilization, and build client and referral relationships.

Plan and manage buy-side and sell-side transaction advisory and financial due diligence for middle-market deals. Analyze EBITDA adjustments, historical and projected financials, and advise on valuation and deal structures. Review workpapers and reports, train staff, and identify opportunities to expand client services.

Lead and supervise audit engagements including planning, fieldwork, workpaper and financial statement review. Delegate to and mentor staff, identify client service opportunities, assist with billing and special projects, and work to improve firm efficiency and audit quality.