- CPA licensed
- 10+ years in Public Accounting
- Has been with one mid-sized firm since 2017 that has since merged with a Top 10
- Industry experience: Real Estate focus in recent years; also experienced in Construction, Non-Profit, Governmental, Food & Beverage, Industrial, and Employee Benefit Plans
- Client sizes: small businesses up to $100M in revenue
- Software: QuickBooks, Microsoft Office (Word, Excel, PowerPoint), CCH ProSystem fx Engagement, CCH Axcess Tax
Preferences & Career Goals
- Seeking Partner Track with ownership/equity opportunity
- Relocated to Florida in September 2024; looking to return to a mid-sized firm with mid-sized clients after large-firm mergers and changes
- Prefers hybrid or in-office environment; currently in office daily and values collaboration
