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Paid seasonal tax internship for an undergraduate student supporting preparation of federal, state, and local individual and business tax returns. Responsibilities include creating workpapers, maintaining workflow and document-management systems, researching tax issues, and assisting Tax Advisors and Administrators. The role requires strong attention to detail, confidentiality, collaboration, communication, and proficiency with Microsoft Office, Adobe Applications, and tax preparation software.

Prepare and review complex federal and state tax returns for high-net-worth individuals, businesses, estates, and trusts. Develop financial analyses, tax projections, exhibits, and client meeting materials; coordinate documentation and follow-up actions; research tax issues; support investment and planning teams; and respond to client inquiries. The role requires accuracy, organization, communication, collaboration, and the ability to meet deadlines during a fast-paced tax season.

Paid summer tax internship for an undergraduate student. Responsibilities include assisting with federal, state, and local individual and business tax returns; preparing workpapers; maintaining project workflows and documents; researching tax issues; and supporting tax advisors. The role provides hands-on experience in public accounting, wealth management, financial planning, and tax preparation while requiring strong collaboration, communication, confidentiality, and attention to detail.

Assist with preparing federal, state, and local individual and business tax returns. Create and organize workpapers using Engagement Manager and SurePrep, maintain workflow statuses in FirmFlow and GoFileRoom, research tax issues, and support Tax Advisors and Tax Administrators. The internship provides hands-on experience in public accounting, tax preparation, wealth management, and financial planning.

Participate in financial planning and tax projects, assist with federal, state, and local individual and business tax return preparation, create and organize workpapers, maintain project workflows and documents, and research tax issues. The internship provides hands-on experience in tax, wealth management, and financial planning while requiring collaboration, confidentiality, attention to detail, and strong communication skills.

Paid seasonal tax internship for an undergraduate student. Responsibilities include preparing federal, state, and local individual and business tax returns; creating and organizing workpapers; maintaining workflow and document systems; researching tax issues; and supporting tax advisors and administrators. The role requires strong attention to detail, confidentiality, communication, collaboration, and proficiency with Microsoft Office and Adobe Applications.

Drive engagement with prospective individual clients through inbound and outbound activities, manage the prospect pipeline, collaborate on onboarding, and report business development metrics. Leverage wealth management expertise (financial planning, investments, tax/estate, risk) to convert prospects and support firm growth.

Lead portfolio strategy, construction, manager selection, and performance oversight for a client segment. Oversee rebalancing, tax-loss harvesting, IPS creation, investment research, compliance, client communications, onboarding, and team leadership while contributing to firm initiatives and process improvements.

The Senior Tax Accountant prepares and reviews income tax returns, provides tax planning and advisory services to clients, and manages client relationships while ensuring compliance and optimal tax outcomes.

Serves as a strategic HR partner to business leaders and employees, advising on employee relations, talent management, performance, compensation, succession planning, and development. Analyzes workforce metrics, prepares leadership reports, supports investigations, and contributes to change management, restructuring, training, and organizational initiatives. Requires strong relationship-building, communication, judgment, confidentiality, business acumen, and data-driven decision-making.