Teams at Stambaugh Ness

Provides transactional accounting support for AEC clients using Deltek Vision/Vantagepoint. Responsibilities include processing payables, recording deposits and credit card transactions, supporting bank and credit card reconciliations, resolving accounting issues, managing multiple client tasks, collaborating with senior accounting staff, and identifying process improvement and business development opportunities.

Lead individual and owner-level tax planning, advisory, compliance, and technical review for business owners, executives, and high-net-worth individuals. Review complex individual, fiduciary, gift, partnership, and S corporation tax matters; advise on succession, wealth preservation, and state and local taxation. Manage client relationships, collaborate with external advisors, mentor tax professionals, and improve practice processes and scalability.

Provides transactional and analytical accounting support for AEC clients, including financial statement preparation, project accounting, payroll and general ledger reconciliations, invoicing, accounts receivable, and financial analysis. Manages multiple client engagements, leads financial review meetings, maintains project documentation, and uses Deltek Ajera for accounting and operational workflows. The role also supports client relationships, project tracking, and continuous improvement initiatives.