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Leads complex financial due diligence engagements, oversees multiple teams, advises clients and transaction stakeholders, reviews deliverables, identifies deal risks and opportunities, develops staff, manages executive relationships, supports business development, and contributes to practice growth, thought leadership, and process improvement.

Leads international tax advisory services for high-net-worth individuals, families, family offices, trusts, estates, and closely held businesses. Designs inbound and outbound tax structures, advises on foreign reporting, offshore investments, estate and gift planning, and global cash flow. The role also drives practice growth, business development, client relationships, thought leadership, and team leadership across the Private Client Services international tax practice.

Provides front-desk reception and office services support in a professional, in-office environment. Responsibilities include greeting visitors, managing calls and video reception, coordinating conference rooms and catering, handling mail and packages, maintaining supplies and shared spaces, submitting facility work orders, supporting onboarding and events, and coordinating with vendors and building management. The role requires strong customer service, organization, communication, confidentiality, multitasking, and proficiency with Microsoft Office, Teams, Zoom, and office equipment.

Support international tax services for high-net-worth individuals, partnerships, corporations, and multinational businesses. Responsibilities include preparing and reviewing U.S. tax returns, analyzing financial statements, researching tax issues, drafting technical memoranda, supporting tax authority responses and audits, maintaining client relationships, and coordinating deadlines with senior team members. The role requires knowledge of U.S. international tax concepts, including Subpart F, GILTI, and foreign tax credits, along with participation in ongoing professional development.

The Manager will oversee financial accounting advisory projects, supervise staff, strengthen client relationships, and enhance financial reporting processes for CFO Advisory Services.

Manage complex financial due diligence engagements, analyze financial performance, develop client relationships, and lead teams to deliver high-quality advisory services.

Manage and review fiduciary, estate, and gift tax returns; provide estate, gift, and GST tax planning; advise on wealth transfer and trust structuring; research tax law; supervise and mentor tax staff; coordinate with advisors and attorneys; assist with fiduciary accounting and estate administration.

Manage accounting for diverse real estate portfolios: A/P, A/R, month-end close, financial statements, variance analysis, cash flow/NOI/KPI reporting, RET/CAM reconciliations, fixed assets, budgeting, compliance, tax and payroll support, and client communication.

As a Senior Associate, you'll prepare and review U.S. international tax filings, analyze foreign financial information, conduct tax research, support international tax planning, and mentor junior staff.

Manage accounting for real estate property portfolios including A/P, A/R, G/L, month-end close, financial statement preparation, variance and KPI analysis, budgeting, fixed asset tracking, recoverable billing, and regulatory compliance. Support tax filings, payroll, and client communication while leveraging Yardi Voyager to deliver reporting and analytics.