PBMares, LLP, a Top 100 accounting and consulting firm, has added four partners as a result of its expansion into North Carolina with the acquisition of the RSM New Bern and RSM Morehead City locations.
“I am so pleased to welcome Robbie, Tracey, Charles Dean, and Jeff to the team,” said Alan Witt, CEO of PBMares. “They bring a wealth of expertise and knowledge to the Firm and further underscores PBMares’ long-standing and unwavering commitment to client service,” he added.
Robbie Bittner – Morehead City, NC
Bittner joins as a partner in the Audit & Assurance Service Line, with significant experience concentrated in the governmental, nonprofit, and utility industries. His experience includes responsibilities for audits of municipal and nonprofit utility agencies in North Carolina and Georgia as well as cities, towns, counties, boards of education, higher education institutions, solid waste authorities, transportation authorities, water and sewer utilities, and nonprofit agencies in North Carolina, Florida, Virginia, Georgia, and New Hampshire. His experience also includes work with commercial manufacturing.
Bittner holds a Master of Accounting and Bachelor of Business Administration from the University of North Carolina Chapel Hill, and a Master of Business Administration from East Carolina University.
His professional affiliations and credentials include the American Institute of Certified Public Accountants, North Carolina Association of Certified Public Accountants, American Public Power Association, North Carolina Government Finance Officers Association, North Carolina Association of Certified Public Accountants Government Audit and Accounting Committee and National Society of Accountants for Cooperatives.
Tracey Dail – New Bern, NC
Dail joins as a partner in the PBMares Audit & Assurance Service Line, bringing nearly 19 years of experience in a variety of engagements including governmental, nonprofit entities, hospitals, and medical centers. She has focused primarily on employee benefit plan audits, ranging from governmental employee benefit plans, profit sharing/401(k) plans, health and welfare plans, and defined benefit plans.
She recently has managed audits for several different medical centers and has performed others in accordance with Government Auditing Standards, including several large ones of employee benefit plans with more than 6,000 participants and more than $1 billion in plan assets.
Dail holds a Master of Science in Accounting, a Master of Science in Math Education, and a Bachelor of Science in Math Education, all from East Carolina University. She has also completed the first two courses of the American Society of Pension Actuaries (ASPA) Pension Administrator’s Course.
Her professional affiliations and credentials include the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.
Charles Dean Smith – New Bern, NC
Smith joins as a partner in the Tax Service Line. With more than 22 years of experience, he focuses on providing manufacturing, distribution, restaurant and retail clients with tax compliance and consultation, with a focus on C corporations, S corporations and related shareholder issues, multi-state compliance and accounting method changes in myriad industries, including, but not limited to, consumer products and retail, agribusiness, real estate and professional services. He has also worked with several large national franchise groups for the past 20 years providing tax compliance and planning services.
Smith holds a Master of Science in Accounting and a Bachelor of Science in Accounting, summa cum laude, both from the University of North Carolina-Wilmington.
His professional affiliations and credentials include the American Institute of Certified Public Accountants, North Carolina Association of Certified Public Accountants, and Young CPA Cabinet.
Jeff Williams – New Bern, NC
Williams joins as a partner in the Tax Service Line, having been the managing partner for RSM New Bern in North Carolina. He has over 30 years of experience providing tax planning and tax compliance services for a variety of individuals and privately held businesses. Williams has worked with many of the well-known manufacturing and wholesale distribution, real estate, and retail businesses throughout North Carolina and the Southeast. In addition, he also provides a variety of tax services to auto parts dealers throughout the United States.
Williams holds a Bachelor of Science in Accounting, cum laude, from East Carolina University and Bachelor of Science in Business Administration from University of North Carolina at Greensboro.
His professional affiliations and credentials include Certified Public Accountant in North Carolina, American Institute of Certified Public Accountants, and North Carolina Association of Certified Public Accountants
Each partner will continue to operate in their existing locations.
About PBMares LLP
PBMares is a Certified Public Accounting and consulting firm focused on serving the audit, tax, accounting and consulting needs of companies and individuals. Founded in 1963, with 12 offices across Virginia, Northern Virginia, Maryland, and North Carolina. PBMares represents companies ranging from closely-held private businesses to leading non-profits to Fortune 500 multinationals. PBMares has industry practices specializing in construction, financial institutions, government contracting, healthcare, insurance, manufacturing, not-for-profit, real estate, restaurant, retail, state & local government and technology sectors. Its services include cybersecurity, cloud accounting, wealth management and transaction advisory services. PBMares is an independent member of the RSM US Alliance.