Anders CPAs + Advisors

Manager

• Lead complex transformation engagements from opportunity development through implementation—shaping objectives, defining success measures, establishing governance, managing risks, and aligning AI-enabled opportunities with client business priorities.
• Serve as a trusted advisor to executive sponsors and senior stakeholders. Facilitate executive-level discussions, influence decision-making, and build long-term relationships grounded in credibility, business insight, and measurable value delivery.
• Lead diagnosis of enterprise challenges across process, people, systems, structure, economics, strategy, data, and decision-making. Shape recommendations, business cases, operating models, and implementation roadmaps that drive meaningful business outcomes.
• Advise clients on AI as a strategic capability and transformation accelerator. Define AI opportunity portfolios, evaluate business value and feasibility, connect use cases to measurable outcomes, and guide organizations through adoption, governance, and responsible AI practices.
• Identify and address enterprise risks involving data quality, privacy, security, compliance, bias, hallucination, workflow disruption, and organizational readiness. Develop executive-level narratives that translate complex AI and transformation concepts into actionable business decisions.
• Own engagement economics, delivery quality, staffing strategy, scope management, and profitability. Identify opportunities to expand client impact through additional solutions and advisory support.
• Provide leadership, coaching, and quality oversight to engagement teams. Develop consultants and analysts through structured problem solving, responsible AI practices, and delivery excellence. Create scalable methodologies, tools, templates, training materials, and intellectual capital that strengthen the practice.
• Partner with Anders relationship leaders across tax, audit, and advisory to identify strategic client needs, develop integrated solutions, and expand the firm's transformation capabilities.

Senior Business Transformation Manager

• Lead transformation engagements from scope through implementation—defining project objectives, success measures, workplans, risks, governance, and AI opportunity scope jointly with client sponsors.
• Manage client sponsors, executive stakeholders, and project teams. Conduct executive presentations and decision meetings. Build relationships with senior client leaders based on trust, candor, and value delivery.
• Diagnose constraints across process, people, systems, structure, economics, strategy, data, and decision-making. Lead development of recommendations, business cases, and implementation plans.
• Advise clients on AI as a strategic and operational asset. Translate business strategy, process knowledge, and industry understanding into AI-enabled opportunity portfolios. Lead AI opportunity diagnostics, connect AI use cases to business cases, KPIs, adoption plans, and governance needs.
• Identify risks involving data quality, privacy, security, compliance, bias, hallucination, workflow disruption, and change resistance. Build executive-level narratives that explain AI value in plain business terms.
• Manage project economics, delivery quality, staffing, and profitability. Identify expansion opportunities tied to client value.
• Coach consultants and analysts through structured problem solving and responsible AI use. Build reusable methods, templates, case examples, prompt assets, and training materials.
• Partner with Anders relationship leaders across tax, audit, and advisory to identify client needs and shape solutions—reflecting the firm's integrated model.

Business Transformation Manager

Executive Assistant

• Provide administrative support to leaders in the Advisory business units working with their teams
• Assist in the preparation of statements of work and engagement letters
• Assist in maintaining the CRM database on behalf of Advisory leaders
• Assist in managing calendars, tracking schedules, arranging travel, coordinating speaking and client engagements, etc. for respective Advisory leaders
• Set up portals and manage document downloads
• Prepare invoices, billing statements and maintain billing records
• Process Firm correspondence
• Complete onboarding steps for Advisory leaders
• Proofread reports making necessary edits to formatting, punctuation, and grammar
• Draft correspondence and other forms of documentation using the Firm’s standardized formats
• Serve as a liaison between Advisory leaders and respective client groups
• Participate in various Firm initiatives to identify areas of improvement and to build efficiencies for the Firm as a whole
• Work extended hours necessitated by workload
• Other additional duties as assigned from time to time, including supporting other departments, as needed

• Provide tax compliance and consulting services to individuals, partnerships, trusts, and corporations
• Review complex returns of individuals, corporations, partnerships, estates, and trusts
• Focus on project realization and efficient research of tax topics
• Develop and manage client relationships and take on client billing responsibility
• Assist in managing, developing, and coaching professional tax staff

Senior Business Transformation Manager

Business Transformation Manager

Executive Assistant

Tax Manager