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The Senior Wealth Advisor delivers personalized financial guidance, manages client relationships, develops wealth strategies, and contributes to business growth through identifying client opportunities.

The Financial Due Diligence Manager leads due diligence engagements, manages projects, mentors team members, and advises clients on mergers and acquisitions.

Serve as a senior client-service partner to Wealth Advisors by managing client relationships, coordinating onboarding and meetings, administering accounts in Tamarac/CRM, mentoring associates, driving process improvements, and collaborating with advisors and external professionals to ensure exceptional, concierge-quality client experiences.

The Senior Financial Planner supports financial planning services by preparing client financial plans, managing relationships, and offering tailored recommendations while collaborating with advisors.

Lead and review audit, review, compilation, and attestation engagements; develop engagement plans and staffing; review workpapers and financial statements; research accounting and auditing issues; identify risks; manage budgets and timelines; build client relationships; and supervise and mentor associates.

Lead and oversee audit, review, compilation, and attestation engagements across industries. Manage engagement plans, budgets, and teams; review workpapers and financial statements; research and resolve complex accounting and auditing issues; identify risks; build client relationships; mentor and develop staff; contribute to business development and stay current on accounting standards.

Lead and perform audits, reviews, compilations, and attestation services. Own significant engagement areas: testing, financial statement prep, risk assessment, and client communication. Review and coach staff, monitor engagement progress, research technical accounting issues, and maintain documentation and time reporting. Build client relationships and stay current on accounting standards.

Lead tax compliance and planning for individuals, partnerships, and corporations: review returns and workpapers, research technical issues, manage year-end planning and quarterly estimates, respond to tax notices, supervise junior staff, and coordinate cross-departmental engagements and client communications.