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Manages tax engagements for high-net-worth individuals and privately held companies, including complex return preparation, review, planning, research, compliance, and financial presentations. Supervises and develops tax staff, coordinates offshore teams, manages client relationships, monitors engagement budgets and billing, identifies growth opportunities, and communicates recommendations to clients and firm leadership. Requires CPA certification, accounting expertise, strong individual taxation experience, and proficiency in federal, state, and local tax matters.

Oversee state and local tax projects, including tax research, technical client work, data analysis, workpaper review, and state income or franchise tax return preparation. Supervise staff, manage concurrent engagements and budgets, communicate with clients and firm leaders, draft legislative summaries, support business development, and mentor team members. The role requires strong knowledge of Ohio tax law, analytical judgment, accounting and tax software proficiency, and flexibility during client deadlines.

Staff Accountant supporting financial statement audits, agreed-upon procedures, and other assurance engagements for financial services clients. Responsibilities include testing account balances and internal controls, preparing financial statements and footnotes, completing organized workpapers, researching accounting issues, and collaborating with clients and audit teams. The role also involves business development, client relationship building, and professional growth. Reliable transportation and significant overnight travel throughout Ohio and surrounding states are required, with evening and weekend work during busy periods.

Oversee tax planning, preparation, review, and research for corporate, partnership, trust, and individual returns. Supervise and develop tax staff, manage engagement budgets and profitability, maintain client relationships, identify new business opportunities, communicate findings, and lead client presentations. Ensure compliance with professional standards while resolving complex tax issues and supporting firm initiatives.

Performs audit, review, compilation, and other assurance procedures; prepares financial statements and workpapers; tests accounts and controls; supervises, trains, and mentors assurance staff and interns; manages engagement budgets and deadlines; communicates with clients and department leaders; conducts technical research; and supports process improvement and firm growth initiatives.