Risk

• Lead and manage risk advisory and internal audit engagements, delivering high-quality, client-focused outcomes across multiple industries
• Serve as a trusted advisor to clients by understanding business risks, operational challenges, and growth objectives
• Oversee multiple projects simultaneously, ensuring delivery within scope, timeline, and budget
• Develop project plans, allocate resources effectively, and guide teams to successful execution
• Provide insights on internal controls, regulatory compliance, risk mitigation, and operational improvement strategies
• Present findings, recommendations, and strategic insights to client leadership and firm stakeholders
• Build and maintain strong client relationships while identifying opportunities to expand services
• Support business development through proposals, networking, and collaboration with firm leadership
• Mentor and develop team members, fostering a collaborative and inclusive team environment

Senior Risk Advisory Manager

QA Automation Engineer

• Design and implement AI agents using LLMs, planning algorithms, and decision-making frameworks
• Develop agent architectures that support autonomy, interactivity, and task completion
• Integrate agents into applications, APIs, or workflows (e.g., chatbots, automation tools)
• Collaborate with researchers, engineers, and product teams to iterate on agent capabilities
• Optimize agent behavior through feedback loops, reinforcement learning, or user interaction
• Engineer and manage context for agents to ensure they access the right information at the right time
• Monitor performance, conduct evaluations, and implement safety and guardrail mechanisms
• Maintain thorough documentation of agent logic, design decisions, and dependencies
• Stay up to date with industry developments and advancements in AI, machine learning, and agent-based technologies
• Build and deploy enterprise-grade Copilots using Microsoft’s orchestration tools, enabling seamless interaction across Microsoft 365, Dynamics, and custom business applications.

AI Agent – Automation Developer

AI Engineer

• Designs and maintains the Firm’s prompt architecture
• Builds reusable skill frameworks and workflow templates
• Develops integration patterns connecting AI capabilities with the Firm’s enterprise systems
• Creates and curates service-line-specific prompt libraries
• Provides architectural direction and technical mentorship to Prompt + Skills Engineers
• Designs validated use case playbooks for service line teams
• Partners with service line leaders to identify high-value automation opportunities
• Evaluates AI platforms, tools and emerging techniques through proof-of-concept testing
• Establishes testing and validation protocols for AI outputs
• Documents architectural decisions and maintains design standards
• Collaborates with Information Security and the AI Governance Council

AI Architect

Collections

• Perform daily accounts receivable follow-up, documentation, and issue resolution
• Manage an assigned portfolio of routine AR accounts
• Document all client interactions, follow-up actions, and commitments in the collections system
• Generate and send client statements, reminder notices, and follow-up emails using approved templates
• Review customer payments for basic discrepancies and coordinate with Billing/Finance to correct errors
• Support account research including payment history reviews, invoice copies, portal status checks, and statement reconciliations
• Monitor aging reports and follow prescribed cadence-based workflow activities
• Escalate unresolved issues, disputes, and complex discrepancies to the Senior Collections Coordinator or Collections Manager
• Assist in preparing weekly portfolio updates for team meetings
• Submit invoices or documentation through client portals and maintain required artifacts
• Coordinate with Engagement Teams to obtain missing information, PO numbers, billing clarifications, or approvals
• Maintain organized, audit-ready documentation in line with internal controls and retention guidelines
• Identify minor process inefficiencies and recommend practical improvements
• Perform other duties as assigned

Collections Coordinator

Billing Specialist

• Prepare and process client invoices in the firm's PSA/ERP billing system
• Run and distribute billing reports; research prior invoices and billing history as needed
• Assist partners and bill managers with billing inquiries and workflow support
• Maintain data integrity in client management systems, including client information and time entry records
• Support new hire onboarding on time entry procedures and billing workflows
• Develop and maintain collaborative working relationships with colleagues and internal stakeholders
• Keep the Billing Team Lead informed of potential issues, discrepancies and deadline challenges
• Perform other duties as assigned to support the overall billing function

Billing Coordinator

Customer Success Manager

• Serve as the primary post-implementation relationship owner for a portfolio of clients using Sage Intacct
• Drive client satisfaction, software adoption, subscription renewals, and revenue expansion
• Own the full renewal cycle for an assigned book of business
• Identify and pursue upsell and cross-sell opportunities
• Conduct regular Business Reviews (QBRs/EBRs) with client stakeholders
• Proactively educate clients on new Sage Intacct features
• Develop and deliver tailored adoption plans for clients
• Maintain accurate opportunity and renewal data in CRM
• Build multi-threaded relationships across client organizations
• Capture client feedback and advocate for product enhancements

Client Success Manager – Sage Intacct

• Serve real estate clients across a range of asset classes and ownership structures, delivering sophisticated tax planning and compliance solutions including cost segregation, 1031 exchanges, opportunity zone strategies, and real estate professional status analysis.
• Specialize in pass-through entity taxation (partnerships and S corporations) with a focus on complex 1040 compliance and planning for real estate investors, operators, and developers.
• Serve as a trusted advisor to clients, delivering exceptional service and high-quality execution of engagements.
• Coach, mentor, and develop managers and staff, fostering professional growth and a collaborative team environment.
• Contribute to business development by leveraging your professional network, identifying new opportunities, and expanding services to existing clients across the greater DC, Maryland, and Northern Virginia market.
• Collaborate across service lines and offices, embracing the Firm’s “one firm” culture and commitment to colleagues’ success.

Tax Partner – Real Estate

Business Intelligence Developer

• Develop analytics dashboards primarily using Microsoft Power BI
• Design effective charts and visualizations
• Partner with Data Engineers for data architecture
• Champion new tools and best practices for reporting & analytics
• Ensure BI solutions comply with governance and risk policies

Senior BI Developer

Executive Assistant

• Effectively manages and maintains calendars utilizing Microsoft Outlook
• Proactively reviews upcoming appointments to identify and address any potential scheduling conflicts
• Manages intricate domestic and international travel itineraries utilizing Concur software
• Integrates travel information—including flights and hotel accommodations—into the Outlook calendar
• Coordinates business travel logistics, including scheduling meals and appointments across multiple stakeholders
• Manages large group meetings by assisting with presentations, organizing meals, preparing and sharing agendas, arranging A/V and teleconferencing setups, and handling transportation logistics
• Prepares expense reports, memos, and letters

• Manage the client’s tax compliance needs
• Anticipate tax and business issues
• Recognize tax planning opportunities
• Solve problems for middle-market clients
• Manage engagements and provide knowledgeable review of complex returns
• Build and serve high net-worth clients

Senior Tax Manager

Account Manager

• Manage the client’s tax compliance needs
• Anticipate tax and business issues
• Recognize tax planning opportunities
• Solve problems for middle-market clients in various industries
• Manage engagements and provide knowledgeable review of complex individual and partnership returns
• Build partnerships and serve high net-worth individuals with estate, gift, and trust tax planning and compliance needs
• Leverage project management, analytical, interpersonal, and communication abilities
• Lead tax staff and seniors in a fast-paced, dynamic environment
• Demonstrate superior client service skills

Tax Manager – Partnerships

• Manage the client’s tax compliance needs
• Anticipate tax and business issues
• Recognize tax planning opportunities
• Train and develop less experienced professional staff
• Solve problems for middle-market clients in industries such as manufacturing, real estate and construction, and professional services
• Manage engagements and provide knowledgeable review of complex individual and partnership returns
• Build and serve our partnerships and high net-worth individuals with estate, gift and trust tax planning and compliance needs
• Leverage project management, analytical, interpersonal, and communication abilities
• Lead tax staff and seniors in a fast-paced, dynamic environment
• Demonstrate superior client service skills

Tax Manager

• Manage the client’s tax compliance needs
• Anticipate tax and business issues
• Recognize tax planning opportunities
• Solve problems for clients in various industries
• Manage engagements and provide knowledgeable review of complex partnership returns
• Leverage project management and analytical skills
• Lead Tax Staff and Seniors in a dynamic environment
• Demonstrate superior client service skills

• Design and implement AI agents using LLMs, planning algorithms, and decision-making frameworks
• Develop agent architectures that support autonomy, interactivity, and task completion
• Integrate agents into applications, APIs, or workflows (e.g., chatbots, automation tools)
• Collaborate with researchers, engineers, and product teams to iterate on agent capabilities
• Optimize agent behavior through feedback loops, reinforcement learning, or user interaction
• Engineer and manage context for agents to ensure they access the right information at the right time
• Monitor performance, conduct evaluations, and implement safety and guardrail mechanisms
• Maintain thorough documentation of agent logic, design decisions, and dependencies
• Stay up to date with industry developments and advancements in AI, machine learning, and agent-based technologies
• Collaborate with stakeholders and engineering teams to integrate AI agents with Microsoft-specific platforms such as Copilot Studio, Azure AI, and Semantic Kernel SDK
• Build and deploy enterprise-grade Copilots using Microsoft’s orchestration tools, enabling seamless interaction across Microsoft 365, Dynamics, and custom business applications

Financial Planning and Analysis

• Develop and implement analytical frameworks for service line
• Serve as primary financial business partner to service line leadership
• Collaborate with service line leaders on financial goals and strategic planning
• Conduct profitability analysis and present findings to leadership
• Own the budget, forecast, and long-range planning cycle
• Analyze historical financials and monitor KPIs
• Manage month-end and quarterly close reporting cycle
• Monitor and analyze costs across service line
• Develop and maintain financial models
• Mentor and develop FP&A analysts and implement best practices

CBH

Senior Risk Advisory Manager

AI Agent – Automation Developer

AI Architect

Collections Coordinator

Billing Coordinator

Client Success Manager – Sage Intacct

Tax Partner – Real Estate

Senior BI Developer

Executive Assistant

Senior Tax Manager

Tax Manager – Partnerships

Tax Manager

Tax Manager

AI Agent – Automation Developer

Senior FP&A Manager