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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.
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Cch AxcessMS Office
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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.
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Bill.ComExcelNetSuiteQuickbooks OnlineSage IntacctXero
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The Assurance Principal will lead the Assurance practice in Charlotte, manage audit processes, develop client relationships, and mentor staff. They will drive business growth while ensuring high audit quality.
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AccountingBusiness DevelopmentFinancial Analysis
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The Advisory Senior Associate leads SOC examinations, IT internal audits, risk assessments, and compliance efforts, while mentoring staff and ensuring high-quality client engagement delivery.
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Aicpa Trust Services CriteriaCobitHipaaIso 27000NistPciSoc 1Soc 2
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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
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Lead and deliver indirect tax consulting and compliance services (sales & use, personal property, payroll, unclaimed property, credits & incentives). Perform nexus reviews, taxability analyses, audit defense, refund recovery, registrations, and technical research. Advise clients, prepare technical memoranda and presentations, monitor legislative developments, contribute to practice growth, mentor staff, and support business development activities.
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Lead and deliver indirect tax consulting and compliance (sales & use, personal property, payroll, unclaimed property, credits & incentives). Perform nexus and taxability analyses, audit defense, refund recovery, and technical research. Manage multiple client engagements, prepare technical memoranda and presentations, monitor legislation, mentor staff, and support business development and practice growth.
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Lead and manage complex tax engagements for high net worth individuals, trusts, and closely held businesses. Oversee planning, compliance, team reviews, client relationships, and engagement profitability while advising on estate, gift, trust, and international tax matters.
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Cch AxcessMS Office
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