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Lead client acquisition and manage onboarding; own relationships for individual and business clients; prepare and review complex tax returns including fiduciary returns; drive proactive tax planning and research complex tax issues; manage workflow across engagements and supervise and develop a small team while applying data analytics to client situations.

Manage in-house tax compliance for an existing RIA client book: prepare, review, and sign returns; advise clients on conversions, estate and tax planning; build tax workflows and processes; support business development and lay groundwork for bookkeeping as the firm scales.

The Staff Accountant will manage monthly accounting engagements, perform full-cycle accounting tasks, prepare financial statements, and ensure accuracy in reporting for a portfolio of clients.

Lead and execute full-scope audits for non-profit clients: direct staff, review workpapers, finalize financial statements and footnotes, assess internal controls, prepare reports and tax returns as needed, communicate with clients, and help grow client relationships while managing multiple engagements and mentoring junior auditors.

The Tax Manager will lead tax engagements, mentor junior staff, and ensure compliance with tax regulations, while maintaining client relationships.

The Tax Manager will manage individual client relationships, review tax returns for accuracy, and handle client inquiries while ensuring efficient client care.

As a Tax Supervisor, manage tax compliance and planning projects, supervise junior staff, and enhance client relations while advancing personal and professional growth.

The Managing Director will build a tax division, oversee tax returns, deliver advisory services, and collaborate with RIA teams to enhance client tax strategies.

As a Tax Senior, you'll manage tax engagements, provide guidance to staff, ensure compliance with tax laws, and maintain client relationships, while embracing technology for efficiency.

The Tax Senior Manager oversees complex tax engagements, manages client relationships, mentors staff, and collaborates on tax strategies within CPA firms.