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Financial Services
Leads nonprofit audit, review, and compilation engagements from planning through completion. Oversees staffing, risk assessment, fieldwork, financial reporting, budgets, and client issue resolution while supervising and mentoring engagement teams. Manages multiple engagements, maintains client relationships, addresses accounting and regulatory matters, supports professional development, and collaborates with partners to deliver high-quality client service.
Financial Services
Leads and grows a national cost segregation practice, overseeing tax consulting engagements, technical analyses, business development, operational processes, quality controls, and team development. Advises clients on tax savings, depreciation strategies, applicable regulations, and related opportunities. Builds client and referral relationships, manages revenue growth, develops scalable methodologies, and collaborates with tax and firm leadership across geographic markets.
Financial Services
Lead tax due diligence and structuring engagements for private equity and strategic clients involved in acquisitions, divestitures, recapitalizations, and other transactions. Coordinate workstreams, collaborate with client management, identify tax and post-transaction issues, prepare findings and recommendations, mentor junior staff, and contribute to M&A best practices and practice growth.
Financial Services
Manage financial due diligence engagements for acquisitions, divestitures, recapitalizations, and other transactions. Coordinate workstreams, analyze target financial and operational data, assess quality of earnings and working capital, evaluate forecasts and cash flows, identify transaction and integration issues, and prepare findings and recommendations. The role involves direct client interaction, management interviews, mentoring junior staff, industry research, data visualization, and up to 40% travel.
Financial Services
Analyzes tax workflows and translates process needs into product requirements, user stories, acceptance criteria, and delivered automation capabilities. Partners with tax professionals and product teams on AI-enabled tax products, testing, defect triage, adoption, ROI tracking, training, and stakeholder communication. Supports sprint planning, documents system dependencies, coordinates user acceptance testing, and helps define product scope and opportunities for process improvement.
Financial Services
Lead tax engagements for financial services clients (hedge funds, private equity, broker dealers). Review staff work, conduct complex tax research and planning, resolve controversies, manage multiple engagements, mentor staff, and deliver client-facing presentations and training.
Financial Services
Lead tax engagements for technology and emerging growth clients: manage teams, supervise deliverables, develop tax strategies, drive revenue growth, participate in marketing and thought leadership, and mentor staff while ensuring compliance with federal, state, and international tax regulations.
Financial Services
Lead audit engagements from planning through completion, supervising and mentoring staff, managing multiple client engagements and budgets, resolving accounting and regulatory issues, and delivering high-quality audit, review, and compilation services while building and maintaining client relationships.
Financial Services
Lead tax engagements for founders and tech executives, review and prepare individual, trust, partnership, and corporate returns, perform complex tax research and planning, resolve controversies, supervise and mentor staff, manage multiple client engagements, and deliver client-facing presentations and training.
Financial Services
Lead preparation and review of complex high-net-worth individual, fiduciary, gift and estate tax returns. Conduct advanced tax research, design tax planning for founders and tech executives, manage client relationships, supervise and mentor staff, collaborate on business development, ensure compliance with tax laws, and drive process improvement and firm initiatives.
Financial Services
Lead and manage tax engagements for individuals, trusts, partnerships, and corporations. Review returns, perform complex tax research, identify planning opportunities, handle tax controversies, supervise and mentor staff, manage multiple client projects, and deliver client-facing presentations and training. Travel as needed.
Financial Services
Lead and review complex high-net-worth, fiduciary, gift, and estate tax engagements; perform advanced tax research; design wealth-preservation and succession strategies for founders and tech executives; manage client relationships; mentor and supervise staff; collaborate on business development and firm initiatives; ensure compliance with federal, state, and local tax rules; and contribute to process improvement and technology adoption.
Financial Services
Senior Manager in Tax Services responsible for reviewing complex C‑corp, S‑corp, and partnership returns; providing federal and state tax planning; managing multiple engagements and teams; identifying tax planning opportunities; mentoring and training staff; delivering professional development; and supporting business development. Role is based in specified offices with hybrid work and offers a path to partnership.
Financial Services
Lead and supervise audit engagements for financial services clients from planning through completion. Manage staffing, risk assessment, fieldwork, financial reporting, budgets, client communications, and mentor engagement team members while addressing accounting and regulatory issues.
Financial Services
Lead and grow a San Francisco Financial Services tax practice: set strategy, build and manage local team, drive revenue and partnerships, coordinate with national leadership, ensure quality of tax services, and represent the firm in market-facing activities.
Financial Services
Lead and manage financial services audit engagements from planning through completion, supervise and mentor staff, oversee risk assessment and financial reporting, maintain client relationships, manage budgets and multiple concurrent engagements, and provide technical accounting guidance.
Financial Services
Lead corporate tax engagements and ASC 740 provision work for C-Corps; supervise and mentor staff; build client relationships and regional business development in the technology/startup sector; provide thought leadership, manage projects and revenue growth goals, and coordinate cross-functional teams to deliver tax compliance and consulting services.
