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Provides sales and administrative support to investment advisors, registered representatives, and clients. Responsibilities include maintaining financial-services files, opening and updating client accounts, processing checks, preparing reports and spreadsheets, coordinating client communications, monitoring investment reviews, and scheduling meetings. The role requires confidentiality, organization, communication skills, intermediate Microsoft Office knowledge, and willingness to learn proprietary software. This is an on-site office position with travel to other offices as needed.

Processes payroll data, wage and overtime calculations, deductions, advances, and employee record changes. Reviews timekeeping records, updates pay and tax information, maintains attendance records, and supports client payroll needs. The role requires confidentiality, organization, communication, Excel proficiency, and occasional overtime and travel.

Prepare tax returns and related work papers for closely held businesses, perform tax research and account analyses, compile financial records, maintain billing/time records, and support client service and compliance requirements.

Provide general administrative support including answering phones, greeting clients, preparing documents using word processing and spreadsheets, managing mail, scheduling meetings, maintaining records and office areas, coordinating projects and vendor deliveries, and performing other assigned office tasks.

Prepare tax returns and conduct tax research for closely held business clients; perform accounting analyses, maintain billing/time records, support practice development, mentor staff, and ensure compliance with professional standards.

Manage preparation and review of tax returns and related reports for closely held businesses; supervise and mentor staff; provide technical tax and accounting expertise; maintain client relationships; coordinate multiple engagements; ensure compliance, accurate billing, and contribute to business development.

Manage tax engagements for closely held business clients: prepare and review tax returns, schedules, and financial reports; supervise and mentor staff; apply advanced tax and accounting knowledge; manage multiple engagements, client relationships, and business development activities while ensuring compliance with firm policies.

Lead tax engagements for closely held businesses: prepare and review tax returns and related reports, supervise and mentor staff, manage client relationships, apply technical tax and accounting expertise, ensure quality and billing accuracy, coordinate multiple engagements, and support business development and firm initiatives.

Prepare tax returns and accounting work papers for closely held businesses, conduct tax research and analyses, maintain billing/time records, recommend system improvements, lead staff, support client relationships and business development, and ensure compliance with professional education requirements.

Prepare tax returns, perform tax research and accounting analyses for closely held business clients. Lead workpapers, ensure billing accuracy, support practice development, maintain client relationships, and comply with professional education and accounting standards.