Platform Accounting Group

Lead Sage X3 ERP implementations by conducting client workshops, configuring modules, and managing data migration. Provide technical leadership through testing, user training, and mentoring junior consultants.

Lead and manage the local tax team while serving as the primary relationship manager for new and existing clients. Oversee the review of individual, business, and trust tax returns and execute the firm's growth and operational strategies.

The Audit Supervisor will lead client engagement meetings, plan and perform complex audit projects, and review financial analysis to improve internal controls. They are also responsible for training staff members and networking to attract new business to the firm.