Teams at BerryDunn — Assurance, Tax and Consulting

Prepare and review complex federal, state, individual, corporate, partnership, fiduciary, and gift tax returns. Develop tax planning projections, conduct tax research, respond to audits and notices, manage client deadlines, communicate with clients and tax authorities, delegate work, support staff, and assist with training and special projects.

Manage financial services audit, review, compilation, and related engagements; coordinate staffing and workflows; maintain client relationships; analyze financial statements; recommend business and process improvements; support proposals and business development; and supervise, mentor, and evaluate associates and interns.

Plans and executes conferences, trade shows, sponsorships, and firm-hosted events. Responsibilities include developing briefs, timelines, budgets, and communications; coordinating vendors, exhibitors, registrations, and marketing deliverables; supporting onsite events; tracking information in CRM and project management systems; measuring outcomes; and providing recommendations. The role partners with marketing, business development, and subject matter experts to deliver aligned event experiences.