Kaufman Rossin

• Reviewing individual and non-individual tax returns
• Assisting entire Tax practice in resolving day-to-day tax issues
• Communicating with federal and state tax authorities as needed
• Researching complex tax issues
• Managing engagement planning
• Mentoring and training staff
• Business development

Tax Manager, Real Estate

Accounting Manager

• Oversee multiple client engagements simultaneously and manage deadlines, workflow, and team execution across accounts.
• Solve higher-risk technical accounting and operational issues and review complex judgments before final escalation.
• Optimize workflows across engagements and identify opportunities for efficiency, standardization, and improved delivery consistency.
• Balance client, team, and firm needs when making decisions in ambiguous or fast-moving situations.
• Design and refine policies, procedures, and service delivery processes that strengthen execution across the portfolio.
• Lead process improvement efforts related to close, reporting, workflow coordination, and team handoffs.
• Contribute to pricing, scoping, and resource planning discussions with a practical understanding of profitability and delivery impact.
• Delegate effectively and develop next-level leaders through technical coaching and operational guidance.
• Advance the team's use of technology and cloud-based tools to support scalable, efficient outsourced accounting delivery.

Senior Outsourced Accounting Manager

• Serve clients engaged in real estate development, commercial and residential rental operations, and other real estate investment activities, including complex multi-entity ownership structures.
• Lead the onboarding of new client engagements, including evaluating accounting records, identifying accounting issues, and implementing accounting and reporting best practices.
• Work directly with clients, property managers, and other third parties to obtain, review, and reconcile financial records and supporting documentation.
• Establish QuickBooks Online and QuickBooks Desktop files, including chart of accounts design, entity structures, account mapping, and financial reporting packages.
• Analyze and reconcile general ledger activity, balance sheet accounts, intercompany transactions, and adjusting journal entries to ensure accurate financial reporting.
• Prepare and review consolidated financial statements for parent entities and multiple subsidiaries on a GAAP or tax basis, ensuring timely monthly, quarterly, and annual reporting.
• Advise clients on accounting matters, process improvements, and best practices to enhance reporting accuracy and operational efficiency.
• Manage multiple client engagements and deadlines while delivering exceptional client service.
• Provide technical guidance, training, and mentorship to junior staff.

Accounting Services Manager – Private Equity, Real Estate

Accountant

• Perform end-to-end processes of portfolio fund accounting including fund transactions, reconciliations, valuations, corporate action processing, and production of financial and investor statements.
• Preparation of Net Asset Value workpapers and reports, along with performance reports to be used by investment managers, investors, and third parties
• Preparation of financial statements including statement of assets and liabilities, schedule of net asset value per share, statement of operations, statement of changes in shareholders’ equity, and statement of cash flows
• Ensure investments and securities are accounted for correctly including equities, fixed income, options, futures, private placements, private equity investments and many other derivative investments

Senior Fund Accountant

Marketing

• **How You’ll Contribute:**
• We are seeking a Marketing & Design Coordinator for our Marketing Operations team. This is a hands-on, execution-focused role for a creative generalist who thrives at the intersection of design, social media, and marketing operations. In this role, you will support day-to-day creative production and content delivery that strengthens the firm’s brand presence, advances marketing initiatives, and enhances both internal and external communications across the organization.
• You’ll support the firm’s visual storytelling and content execution, ensuring marketing and brand assets are used accurately, consistently, and projects are delivered on time.
• - Design and produce engaging social media content, including graphics, animated posts, and short-form video reels for firm channels
• - Build, schedule, and publish social media posts using Oktopost, ensuring alignment with the content calendar
• - Create and update digital and print collateral for events, sponsorships, conferences, and firm initiatives (e.g., banners, signage, ads, merchandise)
• - Refresh client-facing materials such as fact sheets and brochures by updating layouts, formatting, and coordinating content updates with subject matter experts
• - Support branding needs across presentations, templates, internal communications, and marketing materials
• - Assist with short-form video editing for event recaps, social media, and internal campaigns
• - Manage inbound design requests through the marketing queue and deliver high-quality creative outputs efficiently
• - Maintain organized, version-controlled asset libraries and ensure brand consistency across all materials
• - Support internal communications such as newsletters and firm announcements through design and production work

Marketing and Design Coordinator

Social Media Manager

• **How You’ll Contribute:**
• We are seeking a Project Manager, Brand & Social Media to support our Marketing Operations team. This is a senior, strategic role responsible for leading brand strategy, social media direction, and the execution of high-impact marketing initiatives. In this role, you will guide brand stewardship across the firm, manage key marketing programs, and oversee major FY27 transformation efforts, including potential website redevelopment and brand evolution initiatives.
• You will serve as a strategic leader responsible for shaping how the firm’s brand is expressed, experienced, and scaled across all channels and touchpoints.
• - Develop, own, and continuously evolve the firm’s social media strategy across organic and paid channels
• - Lead brand stewardship, ensuring consistency across all marketing, communications, and business development materials
• - Partner with creative resources to define content themes, visual direction, and storytelling approaches that drive engagement and business impact
• - Oversee brand reputation management and monitor external perception, ensuring a cohesive and positive firm presence in the market
• - Lead advertising and campaign creative strategy across sponsorships, events, and firm initiatives
• - Serve as a key connector between Marketing Operations, Business Development, and firm leadership on brand and social media strategy

Project Manager, Brand & Social Media

• Lead, review, and provide technical oversight on U.S. tax engagements across Corporate, Partnership, Individual, Estate & Trust, Real Estate, and International tax returns
• Manage workflow, delegate tasks, and ensure quality and timeliness of deliverables
• Partner with U.S.-based teams to support seamless execution and communication
• Provide technical guidance and assist with tax research on complex issues
• Act as a key liaison between India and U.S. teams to drive strong client outcomes
• Lead and mentor Managers, Seniors, and Associates across service lines
• Drive capability building, training programs, and succession planning
• Ensure optimal resource allocation and utilization across engagements
• Drive process improvements, standardization, and automation initiatives
• Monitor KPIs such as turnaround time, quality scores, and utilization
• Ensure adherence to internal controls and risk management frameworks
• Identify opportunities for service expansion across tax domains in India
• Contribute to organizational growth and practice building

Tax Director

Onboarding Specialist

• Provide administrative and operational support for the client onboarding process.
• Assist with preparing, tracking, and documenting new client requests while supporting related compliance and administrative activities.
• Review submissions for completeness and accuracy prior to further review.
• Track onboarding requests and maintain status updates in internal systems or trackers.
• Route requests and supporting documentation to appropriate stakeholders.
• Follow up with internal teams to gather missing information or required approvals.
• Maintain organized electronic files and documentation related to onboarding activities.
• Record approvals, comments, and supporting materials throughout the workflow.
• Support reporting, data entry, and process tracking related to onboarding activities.
• Monitor outstanding items to help ensure deadlines are met and escalate delays when necessary.
• Assist with background checks, compliance documentation, and related processes as applicable.
• Support internal review processes, including coordination and documentation of inquiries.
• Perform general administrative tasks to support the client onboarding lifecycle.
• Maintain confidentiality of sensitive client and organizational information at all times.