Kaufman Rossin

Solutions Engineer

• Translate functional requirements (internal or client-facing) into working systems — architecting from first principles, then building, deploying, and iterating end-to-end.
• Work cloud- and tool-agnostic, reasoning from fundamentals across a multi-cloud setup; pick up whatever a task needs (cloud, AI tooling, integrations, agents, workflow tools like Claude Code, MCP, Azure), including automating documentation and admin overhead.
• Own production-ready delivery — deployments and iterations, not prototypes. Wear many hats early on a small team, then grow into a focused specialty as it expands.

AI Solutions Engineer

Threat Intelligence Specialist

• Support professionals by analyzing Salesforce, marketing, and client data to identify qualified growth opportunities.
• Evaluate marketing-generated leads, identify cross-selling opportunities within existing clients, and provide data-driven insights to help prioritize outreach and maximize revenue potential.
• Work closely with Marketing, Business Development, Sales Operations, and Data Quality, developing reports and dashboards that improve lead visibility, measure campaign effectiveness, and support firm growth initiatives.

Revenue Intelligence Analyst

• 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.

AI Solutions Engineer

Revenue Intelligence Analyst

Tax Manager, Real Estate

Senior Outsourced Accounting Manager

Accounting Services Manager – Private Equity, Real Estate