Featured Talent

Profile

Senior Associate Accountant with background in preparing and reviewing federal & state tax compliance for complex UHNW individuals, trusts, gift, partnerships, and S-Corps as well as biotech industry accounting and family office experience. Detail and goal-oriented analytical professional known for improving accuracy and efficiency, adaptable to new accounting systems, and managing meeting multiple deadlines. Brings a well-rounded accounting background with experience in tax compliance and planning, preparing financial statements and journal entries, performing cash flow reconciliations, and generating budgeting statements and projections for forecasting. Communicates proactively and effectively, finds ways to make recurring work more efficient, implements feedback quickly, and is adaptable and quick to pick up new software systems.

Career Highlight 1: Among the other clients I am assigned to, I lead a year-round engagement of a real estate S-Corp with over $180 million in assets. I work on fixed asset schedules, federal and state compliance, ad hoc inquiries and notices from clients, and analyze each of the 34 rental property’s financial statements. I developed ways to improve our workpapers for this client specifically to streamline processes.

Why Hire This Candidate (In Their Own Words): I have strong attention to detail, analytical skills, and a solid understanding of accounting principles. I’m dependable, organized, and able to work accurately under deadlines. I learn quickly and enjoy challenging myself to solve problems. I communicate effectively with team members and clients, which ensures financial information is clear and accurate. I’m eager to contribute to the company while continuing to grow and learn in my career.

Strengths: My professional strengths include attention to detail, proactive problem solving, and effective communication. I am also dependable, collaborative and adaptable.

Hobbies & Personal Interests: I love to travel and have been on a couple solo trips. I love trying new restaurants, seeing my friends, hiking, cooking/baking new recipes, and being at the beach!

Credentials: Successfully completed two out of four CPA exam sections, scheduled to sit for FAR in December 2026.

Industry Experience: Financial Services, Life Sciences and Biotech, Public Accounting, Wealth Management

Company Fit: Small to Medium

Management Experience: I have not yet managed a team professionally, but I do collaborate effectively and delegate responsibilities to associates. I am proactive in leading projects and know how to take the lead on tasks I am responsible for.

Software Experience: Excel, Power BI, CCH Axcess, ProSystems, GoSystems, Microsoft 365 Dynamics, BNA Tax Planner

Open To: Hybrid, In-office, Remote