Perform technical review and approval of gift, estate, and trust tax returns for high-net-worth clients. Provide strategic advisory on wealth transfer and succession goals while mentoring staff and managing client relationships.
The Tax Manager will lead and manage a book of clients, preparing and reviewing various tax returns including individual, trust, estate, and corporate filings. They are also responsible for researching tax issues, mentoring staff, and assisting with business development initiatives.
The Tax Manager will lead and manage a book of clients, preparing and reviewing various tax returns including individual, entity, trust, and estate filings. They are also responsible for researching tax legislation, mentoring staff, and assisting with business development initiatives.
Manage the full lifecycle of audit engagements, including planning, execution, and financial statement completion. Supervise, train, and mentor staff while building strong client relationships and resolving audit-related issues.
The Senior Audit Associate will lead financial statement engagements, including audits, reviews, and compilations, while managing budgets and client expectations. They are also responsible for supervising, training, and mentoring associates and interns throughout the audit process.
Manage client engagements from planning to completion, including financial statement preparation and budget oversight. Supervise, train, and mentor audit associates while building strong client relationships and resolving audit issues.
