Top Tech Jobs & Startup Jobs

Perform audits, reviews, and compilations from planning through completion for construction-industry clients. Prepare financial statements, disclosures, and reportable conditions letters; manage schedules, budgets, and client communication; mentor associates; monitor accounting and auditing developments; and identify process improvements. The role serves as engagement in-charge while building client relationships and ensuring accurate, high-quality assurance work.

Manages audit, review, and compilation engagements from planning through completion. Provides technical guidance, reviews workpapers and financial statements, manages budgets and client relationships, mentors staff, and supports business development. Requires public accounting audit experience, accounting and auditing standards knowledge, and CPA exam completion or an active CPA license.

Senior Audit Associate serving as in-charge for audits, reviews, and compilations from planning through completion. Responsibilities include preparing financial statements and disclosures, managing schedules and budgets, addressing client needs, mentoring associates, ensuring compliance with FASB and GAAP, and improving engagement efficiency. The role supports construction-industry clients and requires strong audit, analytical, communication, and client-management skills.

Client-facing role managing Schwab brokerage account servicing, client onboarding, recordkeeping in CRM/portfolio management systems, coordinating RMDs, exporting data, troubleshooting processes, and training team members.

Client-facing role executing service and operations for Schwab brokerage accounts, coordinating client onboarding, maintaining records in CRM/portfolio/document systems, handling workflow and RMD distributions, performing data exports and ad-hoc analysis, troubleshooting processes, and training new team members.

Trade and rebalance client portfolios, implement asset allocation models, maintain trading and reporting software, verify custodial downloads, cost basis, investment categorization, and performance data, and generate portfolio reviews. The role supports high-net-worth clients and advisors within a registered investment advisory firm and requires knowledge of investment products, portfolio reporting, and wealth management operations.

Trade and rebalance client portfolios, implement asset allocation models, maintain Tamarac trading and reporting systems, and ensure accurate custodial data, cost basis, performance reporting, and portfolio reviews. The Trader partners with senior traders, investment teams, client services, and advisors while supporting high-net-worth clients and maintaining accurate investment categorization and reporting.

Manage audit, review, and compilation engagements from planning through completion; oversee client service, engagement teams, budgets, billings, and collections. Provide technical guidance on accounting and audit matters, review workpapers and financial statements, maintain client relationships, mentor staff, support business development, and improve engagement processes.

Serve as in-charge on audits, reviews, and compilations for growth services and manufacturing clients. Plan and execute engagements, prepare financial statements and disclosures, mentor associates, manage schedules and budgets, ensure GAAP/FASB compliance, and identify process improvements.

Manage tax engagements for a diverse client base: provide strategic tax planning and research, oversee client relationships, supervise and mentor staff, manage engagement financials and risk, and lead new client prospecting and closing.