Pana Partners

Insurance

• Support A&A client services by assisting with for-profit audits, reviews, and compilations within the Accounting & Auditing Department.
• Assist with client communication, explain audit procedures, respond to documentation requests, and build professional relationships.
• Prepare financial reports and documentation that support audit findings and client decision-making, ensuring accuracy and compliance with professional standards.
• Conduct research activities and perform administrative tasks to ensure efficient audit operations and support broader firm objectives.
• Contribute to the firm’s advisory, tax, and wealth management services by supporting A&A client service delivery and professional standards.

Senior Audit and Assurance Associate

• Drive Technical Excellence: You will oversee the preparation and review of complex federal, state, and local tax returns across diverse client portfolios, ensuring accuracy, compliance, and optimal outcomes. Your technical expertise will guide critical decisions while maintaining the highest professional standards in all deliverables.
• Build and Lead High-Performing Teams: You will mentor and supervise tax professionals at various levels, creating development opportunities, delegating effectively, and fostering a culture of continuous learning. Your leadership will ensure timely project completion while building capabilities across the team.
• Develop Strategic Tax Solutions: You will craft innovative tax strategies that minimize client liabilities and maximize opportunities, staying ahead of regulatory changes while advising clients on the tax implications of business decisions. Your strategic thinking will drive significant value for clients across multiple industries.
• Cultivate Client Relationships: You will serve as the primary point of contact for tax matters, building trust through exceptional service, clear communication, and proactive problem-solving. Your client-focused approach will strengthen existing relationships while identifying opportunities for practice growth.

Senior Audit and Assurance Associate

Tax Manager