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Leads tax planning, consulting, compliance, and complex client engagements across multiple entity types. Builds executive-level client relationships, drives business development and practice growth, mentors tax professionals, monitors engagement profitability, and advises clients on federal, state, and local tax developments. Participates in firm leadership, recruiting, succession planning, and strategic initiatives while delivering high-quality client service.
Top Skills:
Cch AxcessCpaMicrosoft Office Suite
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Manage complex corporate tax engagements from planning through completion, including consolidated and multistate returns, compliance, tax planning, and consulting. Advise privately held and middle-market clients on tax issues, M&A, reorganizations, investments, and liquidations. Review team work, oversee deadlines and budgets, maintain client relationships, interpret tax regulations, and supervise, train, and develop staff.
Top Skills:
Asc 740Cch AxcessMicrosoft Office Suite
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Leads complex partnership and passthrough tax engagements, including Form 1065 and K-1 reviews, federal and multistate compliance, tax planning, transaction advisory, and Subchapter K matters. Advises clients on formations, allocations, basis, restructurings, acquisitions, and partnership transactions. Oversees engagement budgets, staffing, deadlines, billing, and delivery while mentoring tax professionals, managing client relationships, supporting business development, and expanding the firm's partnership tax practice.
Top Skills:
Cch AxcessMS Office
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Leads complex corporate tax engagements, reviews tax returns, advises clients on tax laws and planning strategies, manages budgets and profitability, supervises teams, builds client relationships, and supports business development. The role requires CPA licensure, extensive public accounting experience, knowledge of ASC 740 and FAS 109, proficiency with tax software, and expertise in federal, state, and local tax regulations.
Top Skills:
Asc 740Cch AxcessFas 109Microsoft Office Suite
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Manage complex tax engagements for high-net-worth individuals, trusts, and closely held businesses. Responsibilities include tax return review, planning, compliance, estate and gift tax analysis, client relationship management, engagement budgeting, regulatory deadline management, staff supervision, and business development. The role requires expertise in grantor trust rules, estate tax principles, family office services, and private foundations, along with an active CPA license and public accounting experience.
Top Skills:
Cch AxcessMicrosoft Office Suite
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Manages complex federal, state, local, and international tax engagements for individuals, corporations, and partnerships. Responsibilities include tax planning, return review, compliance, budgeting, client relationship management, regulatory deadline management, staff supervision, and identifying tax-saving strategies. The role also provides guidance on mergers, acquisitions, reorganizations, investments, and other tax matters.
Top Skills:
Cch AxcessMicrosoft Office Suite
Other
Leads complex tax planning, compliance, and consulting engagements for high-net-worth individuals, closely held businesses, trusts, and related entities. Reviews tax returns, advises clients on estate, gift, trust, and wealth-planning matters, manages budgets and deadlines, develops client relationships, presents recommendations, and supervises and mentors tax staff. Supports practice growth and ensures accurate, timely regulatory compliance.
Top Skills:
Cch AxcessMicrosoft Office Suite
Other
Leads advisory engagements involving SOC examinations, IT audits, risk assessments, cybersecurity controls, SOX compliance, system implementation reviews, and information security frameworks. Performs control testing, documents findings, prepares reports, communicates with clients and auditors, develops recommendations, mentors staff, and manages multiple projects. Requires client-service experience, strong communication and presentation skills, knowledge of audit and cybersecurity frameworks, and 20%–40% travel.
Top Skills:
Aicpa Trust Services CriteriaApplication ControlsCiaCisaCisspCobitCpaCybersecurity ControlsHipaaIso 27000It General ControlsNistPcaobPciSarbanes-OxleySoc 1Soc 2Ssae 18Systems Development Life Cycle
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Leads client engagement teams delivering finance advisory, internal controls advisory, and internal audit services. Manages risk assessments, SOX/PCAOB compliance, process documentation, control testing, findings, recommendations, project scope, and client deadlines. Advises senior management and boards, interacts with external auditors, reviews engagement quality, develops team members, and presents complex issues to executive audiences. Requires substantial financial audit or advisory experience and professional certification.
Top Skills:
Coso 2013 Internal Control FrameworkCoso Enterprise Risk Management FrameworkIia International Standards For The Professional Practice Of Internal AuditingPcaob StandardsSarbanes-Oxley (Sox)Sec Reporting Requirements
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Manage CMMC Level 1 and Level 2 readiness and certification engagements from scoping through reporting. Lead client relationships, budgets, staffing, quality reviews, and evaluations against NIST SP 800-171 and 800-171A. Advise executives on CUI/FCI scoping, remediation, and certification timelines; supervise consultants; support business development and practice growth; enhance methodologies; and represent the firm through thought leadership and industry events.
Top Skills:
CmmcDfars 252.204-7012Dfars 252.204-7019Dfars 252.204-7020Dfars 252.204-7021Far 52.204-21FedrampFips-Validated EncryptionIt General Controls (Itgcs)Nist Sp 800-171Nist Sp 800-171A
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