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Consulting • Financial Services
Lead SALT (state and local tax) compliance and consulting engagements for financial services clients. Provide technical guidance on multistate income/franchise, sales/use, nexus, apportionment, and income sourcing. Advise on tax treatment of financial products, intercompany transactions, fintech models, and complex entity structures. Conduct nexus and filing footprint analyses, support audit defense and controversy matters, monitor state tax developments, and help grow SALT offerings within the firm.
Consulting • Financial Services
Manage and perform credit risk due diligence and financial transaction analysis for clients. Conduct fieldwork onsite and remotely, prepare and review consultant reports, lead engagements to completion, meet deadlines, and support business development while maintaining required certifications and licenses.
Consulting • Financial Services
Lead US-outbound transfer pricing planning for multinational clients: design and review intercompany pricing policies, manage engagements, support local reporting and audits, analyze financial and economic data, review GAAP statements, and research comparable companies.
Consulting • Financial Services
Lead and oversee nonprofit tax compliance and consulting for charities, foundations, and educational/health organizations. Review complex filings (Forms 990, 990-PF), advise on UBIT, executive compensation, and foundation rules, partner with audit/advisory teams, grow the exempt organizations practice, mentor staff, maintain client relationships, ensure quality control, meet business development and billing goals, and stay current on tax developments affecting exempt entities.
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Consulting • Financial Services
Lead SALT compliance and consulting engagements for financial services clients, advise on multistate tax issues (apportionment, sourcing, nexus), support audit defense and controversy, analyze filing footprints, monitor state tax developments, and grow the firms SALT practice within financial services.
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Consulting • Financial Services
Lead buy- and sell-side M&A tax engagements including tax due diligence, federal tax interpretation, reporting findings, deal-structuring advice, engagement management, project review, client executive interfacing, and developing client relationships while managing multiple projects and mentoring team members.
Top Skills:
ExcelMS OfficePowerPoint
Consulting • Financial Services
Supervise audit engagements end-to-end, ensuring quality, timeliness, and budget adherence. Perform financial statement analysis, internal control assessments, GAAP/IFRS compliance, audit planning, risk assessment, workpaper review, and regulatory compliance. Use audit software and ERP systems and oversee team audit deliverables while developing industry expertise.
Top Skills:
CasewareCch ProsystemsErp SystemsExcelTeammate
Consulting • Financial Services
Sell AI advisory and transformation services by prospecting, building executive relationships, managing opportunities, and closing complex six- and seven-figure engagements. Position AI strategy, governance, Copilot, data optimization and collaborate with delivery teams to develop proposals, presentations, and executive business cases while meeting quotas and maintaining pipeline and forecasting.
Top Skills:
AIData OptimizationData-Driven TransformationGenerative AiIntelligent AutomationMicrosoft Ai EcosystemMicrosoft Copilot
Consulting • Financial Services
Support audit and advisory teams by transforming and cleaning client data, organizing and testing journal entries, identifying process improvements, documenting steps, and assisting with technology-enabled audit tasks and firmwide service requests.
Top Skills:
AlteryxAudit SoftwareIntranetExcelMicrosoft Office SuiteOutlookPower BI
Consulting • Financial Services
Lead and manage multiple financial due diligence engagements for buy- and sell-side transactions, perform in-depth financial and business analysis, identify risks and valuation implications, oversee deliverables, liaise with clients and targets, and mentor engagement team members.
Top Skills:
ExcelMS OfficeMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
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