Chief Technology Officer

• Develop and execute an innovative strategy aligned with the firm’s mission, growth goals, and commitment to exceptional client service
• Identify, evaluate and implement emerging technologies (AI, automation, data analytics, cloud platforms) to modernize audit, tax, and advisory services
• Collaborate with practice leaders to redesign workflows, co-develop digital products, and embed innovation into operations
• Champion a culture of innovation encouraging idea-sharing, experimentation, and cross-functional collaboration
• Evaluate and report ROI of innovation initiatives with clear KPIs tied to efficiency, client satisfaction, revenue growth, and employee engagement
• Oversee large-scale technology portfolios and budgets to ensure cost savings, process optimization, and scalable transformation
• Stay informed on industry trends, regulatory changes, and technology advancements
• Build and maintain external partnerships with technology vendors, startups, academic institutions, and industry organizations
• Lead firmwide change management initiatives to support adoption of new tools and practices while maintaining quality and compliance
• Oversee learning and development programs with HR to support upskilling, reskilling, and digital fluency
• Ensure cybersecurity, data privacy, and risk management practices align with CPA regulatory and ethical requirements

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