Compass Business Solutions, Inc. Benefits Overview

Provide high-level administrative support to the Executive Director: manage calendar and travel, coordinate board and leadership meetings, draft communications, maintain confidential records, track action items, assist with grant materials, and support special projects and organizational logistics.

Plan and execute audit and attest engagements, assess risk and materiality, review workpapers, prepare financial statements and disclosures, manage client relationships and engagement budgets/timelines, run engagements independently, and develop departmental subject-matter expertise while adapting to evolving software and workflows.

The Staff Attorney will draft estate planning documents, support trust administration, assist with probate filings, and prepare tax documents for high net worth clients.