CPA with well-rounded experience across both individual and entity returns, currently working under a managing partner where he signs 100 returns annually and oversees a junior accountant. His workload is evenly split between preparation and review, with exposure to a wide range of clients including doctors, engineers, small business owners, and those in the restaurant and retail industries. He also has experience with trusts, estates, and nonprofits. With a strong technical foundation and leadership in a small team, he’s now exploring roles that offer more year-round engagement, growth potential, and improved work-life balance.
