The Outsourced Controller is responsible for leading client engagements, managing accounting operations, and overseeing remote staff. They will also handle financial reporting, month-end close procedures, and provide strategic financial guidance to clients.
The Client Accountant will manage the monthly and quarterly close process for a portfolio of clients, including financial statement preparation and management reporting. They will also serve as the primary point of contact for clients and lead the onboarding process for new engagements.
The Forensics Manager performs litigation, forensic analysis, and business valuations while managing engagements from planning to execution. They are responsible for reviewing workpapers, leading staff development, and collaborating with attorneys and clients.
Lead and manage tax due diligence for buy-side and sell-side middle-market transactions, including risk evaluation and structuring recommendations. Additionally, manage tax compliance for individuals, corporations, and partnerships while mentoring junior staff.
Prepare and review complex tax returns for individuals, corporations, partnerships, trusts, and estates. Mentor tax associates and maintain direct professional communication with clients to resolve technical issues.
Lead and mentor a team of Family Services Associates while overseeing the preparation and review of trust financial statements and tax returns. Manage direct client interactions and ensure the accuracy of critical deliverables for high-net-worth clients.
Manage and review complex income tax returns for individuals, partnerships, and corporations with a focus on real estate transactions. Lead client engagements, provide tax planning and optimization for high-net-worth individuals, and mentor junior staff.
The Tax Manager is responsible for reviewing complex federal, state, and multi-state flow-through tax returns and coordinating client engagements. They serve as a trusted advisor to business owners, conducting tax research and assisting in the technical development of the team.
Responsibilities include managing and reviewing complex income tax returns for various entities, leading client engagements for tax planning and compliance, and assisting with tax structuring for real estate transactions like 1031 exchanges. The role also requires supervising and mentoring junior staff while serving as a trusted advisor to clients on tax risks and opportunities.
The Tax Manager will manage a client portfolio, ensuring high-quality service and compliance with tax regulations. They will also provide mentorship to team members and contribute to business development efforts.
