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Perform audit, review, and compilation procedures, including control testing, substantive testing, and analytical procedures. Support senior professionals, evaluate financial information, communicate with clients and colleagues, monitor auditing and regulatory developments, and participate in professional development. The role requires accounting knowledge, strong analytical and organizational skills, teamwork, client responsiveness, and proficiency with Microsoft Office. Knowledge of Caseware or CaseView is a plus.

Leads audit, review, and compilation engagements, including risk assessment, fieldwork, testing, documentation, budgeting, and partner communication. Manages, trains, and evaluates engagement teams while maintaining client relationships and ensuring audit quality. Supports business development through proposals and networking, monitors regulatory developments, and contributes to professional development.

Provides administrative and office operations support, including client data maintenance, onboarding, reception coverage, mail handling, shared mailbox management, inventory monitoring, meeting and event coordination, hoteling space management, and conference room setup. The role supports the Office Manager and Regional Office Director while maintaining welcoming office conditions and assisting with ad hoc projects.

Conducts audit, review, and compilation procedures, including control testing, substantive testing, and analytical procedures. Leads audit engagements from planning through completion while managing timelines, budgets, and quality standards. Coordinates fieldwork, supervises and mentors staff, communicates with clients, applies U.S. GAAP and GAAS, monitors regulatory developments, and participates in professional development.

Supervise audit, review, and compilation engagements from planning through completion. Conduct risk assessments, control testing, substantive testing, and analytical procedures; manage timelines, budgets, and quality standards. Mentor audit staff, maintain strong client relationships, support business development, and stay current on auditing regulations and industry developments.

Supervise private client tax services, including preparation and review of federal and state returns, extensions, projections, trust returns, and affiliated entity filings. Provide year-round tax planning, consulting, compliance, research, and client communication for high-net-worth individuals. Mentor junior staff, manage deadlines, support business development, and apply federal and state tax knowledge across individual, trust, gift, and partnership taxation.

Performs audit, review, and compilation procedures, including controls testing, substantive testing, and analytical procedures. Supports senior professionals, evaluates financial information accuracy, communicates with clients and colleagues, monitors auditing and regulatory developments, and participates in professional development. The role requires accounting knowledge, strong analytical and organizational abilities, teamwork, client responsiveness, and proficiency with Microsoft Office. Caseware or CaseView knowledge is advantageous.

Supports outsourced accounting engagements by preparing workpapers, financial statement deliverables, account reconciliations, cash postings, internal audits, and periodic reports. Reviews financial statements, resolves engagement issues, gathers client information, and recommends process improvements. The role requires client interaction, multitasking across engagements, deadline management, and ongoing professional development.

Provide front-desk reception and general office operations support, manage mail and vendor deliveries, assist Office Manager with meeting logistics and events, maintain client data in practice management systems, monitor shared mailboxes, support new client onboarding, and complete ad-hoc administrative projects.

Lead and execute audit, review, and compilation engagements including testing controls and substantive procedures. Manage planning, fieldwork, wrap-up, timelines and budgets. Mentor and supervise staff, communicate with clients, and ensure GAAP/GAAS compliance. Maintain technical knowledge and participate in professional development.