The Client Accounting & Advisory Services Associate is responsible for day-to-day client accounting, payroll processing, reconciliations, and providing financial insights for small and lower-middle market businesses.

The Accounting & Advisory Services Manager oversees client accounting engagements, financial reporting, and leads a team, ensuring accuracy and compliance while improving client operations.

Interns will engage with clients, participate in mentorship programs, and undergo training to develop professional skills in audit and advisory services. They will work 32 hours a week, primarily on Mondays through Thursdays, with potential for full-time employment post-graduation.

Tax Associates provide tax and accounting services to closely held companies and high net worth individuals, focusing on planning, consulting, research, and compliance. They also foster community referral relationships.

Tax Senior Associates provide tax and accounting services for closely held companies and high-net-worth individuals, focusing on planning, compliance, and consulting while fostering client relationships and community involvement.

The Tax Internship allows students to gain hands-on experience in tax preparation and accounting services, working closely with professionals and clients. Interns will engage in personalized mentorship, training programs, and build relationships within the firm to prepare for their future careers.

Interns will gain exposure to various clients and industries, working alongside professionals to develop their skills and understanding of tax services. They will engage in career development initiatives and mentorship programs to support their growth.

The Senior Associate manages client accounting engagements, oversees accounting activities, performs financial analysis, mentors junior staff, and improves client processes.

Interns will assist with maintaining and reconciling general ledgers, processing transactions, and supporting month-end and year-end closing activities, while receiving mentorship and training.

The Billing Manager will oversee billing and accounts receivable operations, manage client invoicing and collections, optimize processes using CCH Axcess, and ensure data integrity.

The Senior Manager, Tax Operations will lead the tax administrative team, focusing on people leadership, process improvements, and leveraging technology to enhance efficiency. Responsibilities include coaching staff, optimizing workflows, managing resources, and implementing technology solutions.

Lead client accounting engagements remotely: manage month-end close, financial statements, reconciliations, payroll, supervise remote staff, onboard clients, and recommend process improvements.

The Senior Tax Manager leads tax engagements for clients in various industries, manages a team, and builds client relationships while providing tax advisory services and mentoring staff.

Lead and execute client audit engagements, supervise and mentor staff, research audit and financial statement issues, develop working knowledge of clients, interact with client management, and recommend process improvements.

Support and execute financial audit engagements including planning, execution, and completion; develop knowledge of reporting frameworks; supervise and mentor junior staff; research audit and financial statement issues; engage with client management to resolve issues and recommend process improvements.

As a Tax Manager, lead client tax engagements, oversee preparatory work, mentor junior staff, and manage client relationships while ensuring compliance and efficiency.

The Tax Manager will oversee client relationships, review tax returns, supervise staff, and provide tax strategy and compliance guidance. They will also interpret tax documents and ensure regulatory adherence while mentoring team members.

The Tax Manager will oversee client tax engagements, conduct reviews of complex tax returns, ensure compliance, and foster client relations.

The role involves preparing complex tax advisory services, managing staff deliverables, client relationships, and mentoring professional tax staff within a boutique accounting firm.

The Tax Manager is responsible for managing tax services, building client relationships, supervising team members, and participating in firm growth and business development.