Sensiba LLP

Account Executive

• Build and manage a pipeline of prospects through outbound prospecting, targeted outreach, and networking.
• Qualify inbound leads through discovery calls, aligning client needs with Sensiba's audit, tax, and consulting services.
• Develop proposals and Statements of Work with accurate scoping and pricing.
• Lead pricing discussions, negotiate terms, and close new engagements.
• Accurately maintain and update customer information and sales activities in CRM systems.
• Collaborate with audit, tax, advisory, and consulting teams to understand service offerings and position solutions appropriately.
• Ensure a smooth handoff from sales to service delivery teams to support a strong client experience.
• Apply professional accounting background to speak knowledgeably with prospects about compliance, reporting, and advisory needs.
• Stay current on trends affecting the professional services and accounting industries.
• Identify cross-sell opportunities across Sensiba's service lines.
• Conduct post-mortem reviews of closed-lost opportunities to inform future pipeline strategy.

Account Executive – Audit, Tax & Consulting

Associate

• Assist in planning audit engagements by gathering background information and understanding the client’s business and industry.
• Perform substantive procedures and audit testing across major financial statement accounts (e.g., cash, revenues, expenses, inventory, fixed assets).
• Support the testing and evaluation of internal controls, including walkthroughs and documentation of control findings.
• Prepare clear and organized workpapers that support audit conclusions in accordance with firm policies and professional standards.
• Assist with analytical procedures to identify trends, variances, and potential areas of risk.
• Organize and maintain working papers, audit documentation, and support schedules for engagement teams.
• Maintain positive working relationships with clients built on reliability, responsiveness, and confidentiality.
• Support engagement teams with on-site or virtual fieldwork as needed.

Audit Associate

Marketing Operations

• Own the end-to-end execution of firmwide email marketing campaigns.
• Build and deploy marketing emails using approved templates and finalized content.
• Manage email scheduling, deployment, testing, quality assurance, and delivery.
• Develop and maintain audience segmentation strategies to improve targeting and constituent engagement.
• Design and maintain scalable list structures that support ongoing segmentation and personalization efforts.
• Manage the firm's marketing email calendar and coordinate deployment schedules across campaigns.
• Monitor email volume and audience exposure to minimize constituent fatigue and optimize engagement.
• Recommend campaign send dates, send times, audience segments, and deployment strategies based on performance data and industry best practices.
• Analyze campaign results and provide performance insights, recommendations, and optimization opportunities to Strategic Marketing Managers.
• Develop recurring executive-level reporting and recommendations for the Vice President of Marketing regarding overall email performance and trends.
• Design, build, and optimize automated marketing workflows and nurture programs within HubSpot.
• Support campaign execution through email automation, workflow development, audience segmentation, and lead routing.
• Build and maintain landing pages, forms, automated follow-up sequences, and campaign assets within HubSpot.
• Collaborate with web, sales, and marketing teams to ensure seamless lead capture and engagement experiences.
• Continuously identify automation opportunities that improve efficiency, scalability, and campaign effectiveness.
• Serve as the primary HubSpot administrator and internal platform expert.
• Provide technical support, troubleshooting, and user assistance across the firm.
• Manage user permissions, access requests, and system governance in partnership with Information Technology.
• Administer HubSpot forms, workflows, automation rules, notifications, and data processes.
• Manage and troubleshoot HubSpot-Salesforce integrations and support future platform enhancements.
• Evaluate and recommend new HubSpot capabilities, tools, and process improvements that increase platform utilization and business value.
• Ensure platform health, reliability, security, and operational effectiveness.
• Manage audience lists, imports, exports, segmentation, and database organization.
• Support sales and SDR teams through list creation, campaign support, and CRM process improvements.
• Support lead routing, lead handoff processes, and sales enablement workflows.
• Monitor and improve CRM data cleanliness and consistency.
• Create and maintain dashboards and reports for Strategic Marketing Managers, Sales Directors, and Marketing Leadership.
• Track and report on marketing-sourced opportunities and marketing-influenced opportunities.
• Deliver campaign-level reporting and performance analysis across email, automation, and lead generation programs.
• Serve as the primary HubSpot data expert supporting executive reporting initiatives.
• Provide ad hoc analyses and reporting to support business and marketing decisions.
• Partner with leadership to evolve attribution and campaign measurement frameworks.
• Develop and maintain operational documentation, process guides, knowledge articles, and training materials.
• Drive continuous improvement initiatives that increase operational efficiency and marketing effectiveness.

Senior Marketing Automation Specialist

Security Operations

• Responsible for ensuring client satisfaction and efficient execution of engagement plans
• Serve as a coach and advisor to team members
• Focus on IT controls, security, and compliance across SOC 2 and SOC 1 engagements
• Evaluate, test, and document controls related to security, availability, processing integrity, and key business processes
• Build strong client relationships through a deep understanding of client systems, technology environments, and compliance requirements

Senior GRC Analyst I, SOC 1, SOC 2

• Develop and implement comprehensive tax strategies for real estate transactions, including acquisitions, dispositions, entity structuring, and 1031 exchanges.
• Apply and advise on depreciation strategies (MACRS, bonus depreciation, Section 179,) and conduct or review cost segregation studies to maximize deductions.
• Prepare and review accounting method change filings (Form 3115) related to depreciation, cost segregation, and accrual-to-cash transitions.
• Analyze and advise on passive activity loss rules, material participation tests, and real estate professional status determinations.
• Evaluate capitalization vs. expense treatment of development and operating costs under IRC §263A, ensuring accurate classification of deductible and capitalizable expenses.
• Review and manage preparation of complex tax returns for partnerships, corporations, individuals, and trusts, ensuring accuracy, compliance, and efficiency.
• Oversee partnership tax compliance, including special allocations, capital accounts, basis tracking, Section 754 elections, and K-2/K-3 reporting.
• Advise on tax treatment of leasehold improvements, tenant allowances, and business interest expense limitations under Section 163(j).
• Identify and apply federal and state tax credits and incentives, including energy-related deductions such as Section 179D. Conduct tax research to support client positions and ensure compliance with current regulations.
• Lead and manage client engagements by implementing high-quality standards, identifying inefficiencies, and enhancing service delivery.
• Mentor junior staff through training, performance feedback, and career development initiatives.
• Build strong client relationships and collaborate with firm leadership on strategic projects and initiatives.

Tax Manager – Real Estate

Compliance

• Lead ISO 27001 readiness engagements, Stage 1 / Stage 2 Certification audits, Surveillance audits, and Recertification audits in accordance with ISO/IEC 27001:2022.
• Own engagement planning, scoping, timelines, client relationships, and execution across multiple concurrent ISO 27001 clients.
• Audit clients on ISMS design, control selection, and implementation aligned to ISO 27001 Clauses and Annex A controls and organizational risk context.
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• Serve as an internal and external subject matter expert on GRC and compliance automation platforms (e.g., Drata, Vanta, Secureframe, OneTrust, or similar tools) in the context of ISO 27001.
• Configure and optimize client platform environments, including:
• - ISO 27001 control mapping to Annex A and organizational risk register
• - Evidence workflows and documentation management
• - Automated integrations (cloud providers, ticketing systems, HRIS, code repositories, etc.)
• - Continuous monitoring settings aligned to ISMS objectives
• Review automated control outputs and exception reporting to ensure audit defensibility.
• Identify opportunities to improve automation coverage and reduce manual evidence collection.
• Partner with clients to mature their ISMS operations using platform analytics and reporting.
• Review, document, and test IT general controls (logical access, change management, system operations) mapped to ISO 27001 Annex A domains.
• Evaluate technical and organizational controls within SaaS, cloud-native, and hybrid environments.
• Assess controls over infrastructure environments (AWS, Azure, GCP), identity management, and DevOps workflows in alignment with ISO 27001 requirements.
• Validate evidence sufficiency and completeness within compliance platforms to support certification conclusions.
• Support risk assessment and risk treatment processes central to ISMS implementation.
• Serve as primary point of contact for ISO 27001 clients, including executive-level stakeholders.
• Present audit findings, risk insights, and general advisory recommendations to client leadership.
• Provide general advisory to high-growth SaaS and technology clients on building scalable, certification-ready ISMS programs.
• Support sales and go-to-market efforts for ISO 27001 services, including scoping and technical input on proposals.
• Mentor junior analysts on ISO 27001 methodology, platform navigation, and control testing best practices.
• Contribute to the refinement of ISO 27001 templates, testing programs, risk assessment frameworks, and platform playbooks.
• Identify efficiencies to standardize and scale ISO 27001 engagements across the practice.
• Support training initiatives to elevate internal ISO 27001 platform expertise.
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Senior GRC Analyst II, ISO 27001

• Prepare tax returns for diverse entity types, including C corporations, S corporations, partnerships, LLCs, trusts, estates, and individuals.
• Conduct thorough tax research and analysis to ensure compliance with applicable regulations and identify tax-saving opportunities.
• Maintain frequent communication with clients to foster long-term relationships and provide exceptional service.
• Coordinate and oversee work performed by team members to deliver high-quality service to clients.
• Ensure adherence to firm procedures, legal requirements, and client specifications.
• Mentor and develop junior staff to enhance their professional growth and skills.
• Identify and capitalize on cross-selling opportunities to enhance client relationships and expand service offerings.
• Actively participate in internal project teams to support firm-wide initiatives and objectives.
• Proactively identify learning gaps and regularly review development plans with management.
• Attend ongoing training and development programs organized by the firm to enhance skills and stay updated on industry trends.
• Hold and maintain relevant licenses and memberships to uphold professional standards and legal requirements.
• Stay informed about financial trends and legislation, continuously improving skills, and meeting minimum CPE requirements.

Senior Tax Associate

• Serve as a technical leader and subject matter expert focused on SOC 2 readiness and examination audits.
• Ensure client satisfaction and efficient execution of engagement plans.
• Coach and advise team members in executing SOC 2 compliance tasks.
• Build client relationships grounded in understanding their operations and compliance needs.
• Deliver top-notch services in business, IT, and security risk management.

Account Executive – Audit, Tax & Consulting

Audit Associate

Audit Associate

Senior Marketing Automation Specialist

Senior GRC Analyst I, SOC 1, SOC 2

Tax Manager – Real Estate

Senior GRC Analyst II, ISO 27001

Senior Tax Associate

Senior GRC Analyst, SOC 2