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Assist with tax consulting services related to state and local taxes by preparing returns, researching issues, and writing memos while developing client relationships.

Assist in preparing schedules and reports, maintaining client lists in CRM, researching industry trends, and preparing marketing materials.

The intern will assist in tax technology strategy, develop no-code solutions, collaborate with experts, analyze vendors, and participate in research projects.

The role involves managing tax clients, reviewing tax returns, identifying tax solutions, and supervising a team. It requires relationship building with clients and participation in business expansion efforts.

The Financial Reporting Manager oversees financial statements, develops budgets, supports tax return preparations, performs variance analysis, and prepares presentations for meetings with the CFO and board.

The Technical Editor will proofread and edit complex financial documents, ensuring compliance with GAAP, grammar, and formatting standards while meeting tight deadlines.

The role provides administrative support for Wealth Management teams including client onboarding, document preparation, scheduling meetings, and maintaining systems for workflow and billing.

As an Entry Level Audit or Tax Staff, you will work on audit and tax engagements, financial statements, and compliance, contributing to the financial health of clients.

The role involves supporting and documenting internal accounting processes, improving operational standards, and developing user-friendly training materials.

Responsible for supporting Workday platform operations, leading deployment projects, collaborating cross-functionally, and providing technical guidance for finance-related functions.