Certified Public Accountant
Current•Manage engagement teams performing financial statement audits of clients. Clients include Labor Unions and ERISA benefit funds, such as Pension, Annuity, Welfare and Training funds. Audits also include other not-for-profit entities, such as Cemeteries.•Provide other related agreed upon services such as Internal Control Studies and Fraud Deterrence to various clients.•Specialties include Internal Control and compliance auditing. Prepare clients’ corporate and individual tax returns.•Assume responsibility for planning and managing timely engagements (within budget). •Present firm seminars on various audit, fraud and tax topics. •Not for profit client returns include IRS form 990, ERISA Form 5500, DOL forms LM-2, etc. •Maintain client relationships and developed on-going quality client relationships.•Provide feedback, coach/train engagement staff and perform staff evaluations.• Follow up on open items and communicate with team members, partners, and clients to complete various tasks.