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The Manager is responsible for overseeing M&A engagements, developing financial models, analyzing company data, and managing client delivery projects. Leadership and client relationship skills are essential, along with strong financial modeling and communication abilities. The role includes managing a revenue book, providing team feedback, and supporting firm initiatives.

Lead the growth of an Advisory practice, managing multiple engagements, building relationships, and providing high-quality client service and technical guidance.

The Vice President of Business Development leads sales operations, designs strategic sales plans, and cultivates client relationships to meet financial objectives.

The Manager of Accounting Advisory oversees financial reporting and technical accounting engagements, providing project management, coaching, and client service while ensuring technical acumen and best practices are met.

Lead and oversee tax advisory and technical accounting engagements, manage project plans and client relationships, prepare and review ASC 740 tax provisions, reconciliations, and technical memos, mentor team members, monitor engagement economics and margins, and support firm initiatives while managing a $1.2M book of revenue.

Lead and review financial reporting and technical accounting engagements, research GAAP and SEC guidance, mentor staff, prepare financial statements and disclosures, liaise with clients, and support firm initiatives in a hybrid environment.

Manage outsourced accounting engagements including financial reporting, technical accounting guidance, PBC onboarding, audit/tax coordination, budgeting/forecasting, cash flow modeling, client communication, team coaching, scheduling, and engagement economics oversight for a $1.2M managed book.

Lead and oversee financial reporting and technical accounting engagements, review complex financial statements and memos, coach managers and staff, manage engagement economics, liaise with clients/auditors, and identify scope or service opportunities.

Lead M&A tax advisory engagements, provide technical tax expertise (Sec. 382, transaction costs, restructurings), manage client relationships and engagement economics, coach staff, and support firm growth and delivery. Oversee due diligence, tax structuring, and complex tax accounting matters while ensuring project plans, margins, and deliverables are met.

Prepare monthly balance sheet reconciliations, review equity agreements and income contracts, create weekly cash reports, and help prepare monthly/quarterly client financial reports. Provide full-cycle outsourced accounting advisory services across multiple clients.