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Provides administrative support to Partners and team members across multiple offices. Responsibilities include managing engagement letters through DocuSign, billing assistance, database updates, document preparation, filing, front desk and phone coverage, communications, workload coverage, and special projects. The role requires strong organization, attention to detail, proactive communication, and the ability to manage competing priorities in a fast-paced office environment.

Prepare, format, proofread, quality-check, and finalize client deliverables using Microsoft Office. Assemble reports and proposals, prepare engagement letters through DocuSign, assist with billing and database updates, provide administrative and front desk support, and manage multiple deadlines while collaborating across offices.

Supports middle-market clients through accounting, financial reporting, tax compliance, tax planning, budgeting, forecasting, cash flow analysis, and financial modeling. Manages multiple engagements, deadlines, budgets, and deliverables while analyzing KPIs and communicating actionable insights. Builds client relationships, researches accounting and tax matters, supports process improvements, and collaborates across service lines. The role requires at least three years of public accounting experience and proficiency with accounting platforms such as QuickBooks or Bill.com.

Produces, formats, proofreads, and finalizes client deliverables using Microsoft Office. Processes documents through quality control, assembles reports and proposals, prepares letters through DocuSign, and provides administrative support including billing assistance, database updates, document processing, and front desk coverage. The role requires managing multiple deadlines, supporting administrative teams, and collaborating across offices in a hybrid environment.

Leads contract lifecycle management, commercial contract drafting and negotiation, procurement contracting, vendor due diligence, repository governance, and contract operations. Advises leadership and stakeholders on legal, financial, regulatory, privacy, security, AI, indemnification, and liability risks. Develops playbooks, templates, training, self-service tools, and AI-enabled workflows while improving contracting efficiency, visibility, compliance, and vendor procurement processes.

Summer internship supporting financial planning and investment management for high- and ultra-high-net-worth clients. Responsibilities include learning portfolio management processes, preparing quarterly reporting, interpreting trading recommendations, supporting client management operations, using financial planning systems, and participating in professional networking and team events. Interns work full time in the office and receive mentorship from career coaches and advocates.

Summer internship supporting financial planning and investment management for high- and ultra-high-net-worth families. Responsibilities include learning financial planning processes, reviewing complex portfolios, preparing quarterly reports, interpreting trading recommendations, supporting client management operations, and participating in professional events. Interns work full time in the office and receive mentorship while developing analytical, communication, and client-service skills.

Manage revenue recognition, billing coordination, earn-out and contingent consideration tracking, investment advisory fee reconciliations, journal entries, balance sheet reconciliations, and revenue reporting. The role analyzes trends and variances, maintains accounting records, improves processes, and supports finance activities while collaborating with client service teams in a hybrid professional services environment.

Leads the firm's internal accounting function, overseeing close processes, financial reporting, treasury, revenue cycle, internal controls, compliance, and acquisition integration. Manages and develops a team of accounting professionals, supports budgeting and forecasting with FP&A, advises executive leadership and the Finance Committee, and drives process improvements, technology initiatives, and accounting best practices.

Manage business tax engagements including compliance, planning, and review of returns and workpapers. Supervise and develop team members, research and resolve technical tax issues, ensure profitable engagements, and support business development and client service. Provide on-call and seasonal coverage and travel as needed.