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Support the Tax Practice by directing and managing workflow, using firm tax software, preparing and transmitting client organizers and returns, tracking CCH Workflow tasks, performing scanning/archiving, assisting with engagement letters, and cross-training to provide office backup and consistent, high-quality service.

Lead and manage audit engagements from planning through completion, supervise and develop audit staff, manage billable budgets, research complex audit issues, maintain client relationships, and generate business growth.

Prepare, review, and manage individual and flow-through tax returns; perform tax research; lead and mentor staff; manage engagements, client communication, and identify cross-sell opportunities.

Support internal audit engagements for financial institutions by performing walkthroughs, control testing, transaction testing, and documentation. Identify risks and control gaps, prepare workpapers and audit reports, support regulatory compliance assessments, participate in client meetings, and contribute to audit project management and continuous improvement initiatives.

Lead and manage risk-based internal audit engagements for financial institutions across banking functions. Plan, execute, and review audit work, present findings, manage client relationships, supervise and develop staff, support business development, and ensure audits meet methodology, regulatory expectations, timelines, and quality standards.

Manage audit engagements from planning to completion, supervise and develop audit staff, oversee billable hour budgets, identify and resolve complex audit issues, build client relationships, and generate business development opportunities for the firm.

Lead and oversee regulatory compliance, BSA/AML, and fair lending audit engagements for financial institution clients. Manage risk assessments, testing, documentation, and high-level review of deliverables. Serve as primary client contact, coach and lead engagement teams, support staffing and resource planning, drive process improvements, and contribute to business development and integrated client solutions.

The Project Manager will lead complex projects focusing on technology adoption and growth, ensuring stakeholder communication, risk management, and delivery effectiveness while establishing project standards and mentoring others.

Lead state and local income/franchise tax advisory work with emphasis on pass-through entities and M&A. Research and resolve complex SALT issues, prepare technical memoranda and alerts, manage audits, apportionment and nexus studies, review filings and provisions, and support business development and client service.

The role involves assisting with tax due diligence for M&A transactions, preparing reports, conducting tax research, and collaborating with team members as part of the M&A tax team.