Lead accounting relationships for a portfolio of clients and review US federal and state tax returns. Gradually transition into a Senior Tax Manager role by building a tax team and shaping the practice's service lines.
Lead accounting relationships for a portfolio of clients as a trusted advisor while reviewing financial statements. Support and mentor bookkeeping teams to improve workflows, reporting, and operational efficiency.
Manage full-cycle bookkeeping and financial reporting for a diverse portfolio of small and medium-sized business clients. Take ownership of accounts from daily transactions to financial analysis using modern accounting tools.
