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Lead and manage complex tax engagements for high net worth individuals, trusts, and closely held businesses. Oversee planning, compliance, and consulting services, review returns, mentor staff, manage budgets and client relationships, and provide advanced estate, gift, and trust tax advice including stock option and international tax planning.
Top Skills:
Cch AxcessMS Office
Other
Serve as a strategic, client-facing tax leader driving tax planning, compliance, and practice growth. Lead complex engagements, develop staff, build client relationships, manage engagement economics, and support firm strategy and business development.
Top Skills:
Cch AxcessMicrosoft Office Suite
Other
Partner with CFOs, controllers, and owners to assess and improve finance functions. Lead engagements on reporting, budgeting, forecasting, cash flow, process improvement, and finance transformations. Provide interim finance leadership, develop dashboards and analytics, manage client relationships and deliverables, mentor team members, and support growth-related initiatives such as system implementations, acquisitions, and financing events.
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Manage and review complex corporate tax engagements for foreign inbound and middle-market clients. Provide U.S. tax compliance, planning, entity structuring, equity compensation guidance, and M&A support. Lead engagements, mentor staff, coordinate with specialty teams, ensure timely filings, and deliver proactive tax strategies for growth-stage and cross-border businesses.
Top Skills:
Cch AxcessMicrosoft Office Suite
Other
Lead planning, review, and delivery of complex tax engagements for high net worth individuals, families, trusts, and closely held businesses. Provide proactive tax planning, estate/gift/trust advice, multi-jurisdictional strategies, client relationship management, team supervision, and business development while ensuring compliance and timely filing.
Top Skills:
Cch AxcessMicrosoft Office Suite
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Manage, review, and deliver complex federal, state, and international tax engagements for individuals, corporations, and partnerships. Lead engagements end-to-end, provide tax planning strategies, ensure compliance and timely filings, mentor staff, and cultivate client relationships while identifying tax savings opportunities.
Top Skills:
Cch AxcessMS Office
Other
Lead and manage complex corporate tax engagements including planning, compliance, ASC 740 review, client advisories, budgeting, profitability monitoring, team supervision, and business development to minimize client tax liability and ensure regulatory compliance.
Top Skills:
Cch AxcessMicrosoft Office Suite
Other
Lead and manage complex passthrough tax engagements for partnerships, S corporations, and flow-through entities. Plan, review, and deliver compliance and tax-planning services, supervise and develop staff, maintain client relationships, monitor engagement profitability, and support business development. Advise on multi-state filings, nexus issues, international tax, stock option planning, and M&A tax implications.
Top Skills:
Cch AxcessMicrosoft Office Suite
Other
Lead complex corporate tax engagements for privately held and middle-market businesses, overseeing planning, compliance, multi-state and consolidated filings, client advisory for M&A and international tax, supervising staff, ensuring timely filings, and delivering strategic tax planning and consulting.
Top Skills:
Cch AxcessMicrosoft Office Suite
Other
Manage day-to-day full-cycle accounting for clients, prepare and review journal entries, reconciliations, and monthly financials, support month-end close, mentor junior staff, and serve as primary client contact providing financial insights and process improvements.
Top Skills:
Bill.ComExcelNetSuiteQuickbooks OnlineSage IntacctXero
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