Current

Accountant

• Prepare and review complex tax returns for federal, state, and local compliance
• Analyze IRS and state tax notices, prepare responses, and determine required resolution actions
• Represent clients in correspondence and negotiations with the IRS and state authorities
• Resolve penalties, notices, audits, and compliance issues
• Collect documentation and advise clients on tax repayment expectations and strategies
• Conduct technical tax research to develop compliant responses and identify resolution opportunities
• Apply for penalty abatements, tax relief programs, and settlement options
• Maintain accurate records of tax notice responses, resolutions, and client communications
• Collaborate with internal departments on integrated tax resolution strategies
• Recommend and implement process improvements for tax notices and audit cases
• Educate clients on notice triggers and compliance practices
• Use tax software and digital tools to manage client cases
• Serve as the primary liaison between clients and tax authorities
• Report to the Senior Tax Resolution Specialist

Accountant – Tax

Financial Planning and Analysis

• Drive the annual budget, multi-year long-range plan, and rolling quarterly forecasts, with full ownership from build to presentation.
• Develop and stress-test scenario models to evaluate strategic alternatives, growth investments, M&A targets, and market expansion opportunities.
• Serve as the senior financial advisor to Region leadership, shaping investment decisions, resource allocation, and operational strategy through rigorous analysis and confident recommendations.
• Own the Region financial performance narrative — delivering monthly and quarterly reporting packages that go beyond variance commentary to surface the “so what” for leadership.
• Define, track, and continuously refine the KPI framework across revenue, margins, utilization, realization, and client profitability.
• Build early warning systems and leading indicators that give leadership a forward-looking view before issues become trends.
• Act as a trusted embedded partner to firm and regional leaders, translating operational realities into financial projections and bridging strategy and execution.
• Lead financial diligence, integration modeling, and synergy tracking for Region acquisitions and onboarding activity.
• Collaborate cross-functionally with Operations, Talent, and Strategy to ensure financial planning is grounded in operational reality.
• Architect and continuously improve FP&A infrastructure — forecasting cadence, reporting templates, data pipelines, and BI dashboards — to enable speed and scale.
• Champion self-service analytics by building AI Automation and performance dashboards that give firm and regional leaders real-time visibility into financial performance.
• Partner with Corporate FP&A and Finance Systems teams to drive consistency in planning tools, data definitions, and reporting standards across the platform.
• Model the behaviors of a high-performance finance team: intellectual curiosity, ownership mentality, and relentless focus on impact.
• Represent the region in cross-functional planning forums and contribute to enterprise-wide FP&A capability building.

Accountant – Tax

Senior Strategic Financial Analyst