CPA / Senior Tax Accountant / Tax Manager

The ideal candidate will be a self-starter with a very sharp eye for detail and thoroughness. Prior experience working as a CPA required. The role will be primarily focused on the practice areas listed below.

Accounting/Tax

  • Compilation of management reports for clients
  • Client Advisory Services, Budgeting, Variance analysis
  • Tax Planning
  • Tax Preparation
  • IRS Disputes
  • Forensic Engagements
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CPA and CVA – Business Valuations and Litigation Support

  • Prepare formal business valuation reports
  • Forensic tracing and analysis
  • Net income available for support
  • Expert witness reports and testimony

The firm provides services for multiple clients daily. It is a highly interactive (internally and externally) and fast-paced environment. Both collaborative and entrepreneurial in spirit, the firm works closely with all clients—advising business owners on legal and financial matters that include:

  • Business Purchases & Sales
  • Contract Drafting & Review
  • Incorporations, LLC’s & Start-Ups
  • Business Valuation Services and Litigation Support
  • Taxation
  • Business Planning
  • Real Estate Transactions
  • Estate Planning
  • Estate Administration
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Attorney: Estate Planning and Estate Administration

The ideal candidate will be a self-starter with a very sharp eye for detail and thoroughness. The role will be primarily focused on the practice areas listed below.
The Attorney will primarily focus on the areas of Estate Planning and Estate Administration, including:

Estate Planning:

  • Review Asset Worksheets
  • Draft Wills, Power of Attorney, Medical Power of Attorney, Health Care Declarations
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Charitable Trusts

Estate Administration:

  • Assist with advertising and beneficiary notices
  • Prepare probate forms
  • Inheritance Tax Returns
  • Informal Accounting
  • Family Settlement Agreements
  • Receipt, Release and Refunding Bond

The firm provides services for multiple clients daily. It is a highly interactive (internally and externally) and fast-paced environment. Both collaborative and entrepreneurial in spirit, the firm works closely with all clients—advising business owners on legal and financial matters that include:

  • Business Purchases & Sales
  • Contract Drafting & Review
  • Incorporations, LLC’s & Start-Ups
  • Business Valuation Services and Litigation Support
  • Taxation
  • Business Planning
  • Real Estate Transactions
  • Estate Planning
  • Estate Administration
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