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Winter Transaction Advisory Services Intern conducting buy-side and sell-side financial due diligence, analyzing historical financial results, preparing Excel data packs and transaction-related financial models, performing industry research, supporting engagement planning and reporting, and assisting with business development materials.

Directs commercial tax services by reviewing returns, workpapers, and projections; advising clients on tax planning, compliance, and research; managing engagements and resolving issues; supporting business development; coordinating projects; mentoring staff; and maintaining current tax and business knowledge.

Conducts audit, review, and compilation procedures; evaluates financial information using U.S. GAAP and GAAS; manages audit engagements from planning through completion; coordinates fieldwork, timelines, budgets, and quality standards; mentors staff; maintains client relationships; and stays current on auditing regulations and practices.

Performs audit, review, and compilation procedures, including control testing, substantive testing, and analytical procedures. Supports senior professionals, evaluates financial information, maintains client relationships, monitors auditing and regulatory developments, and participates in professional development. Requires an accounting background, strong communication and organizational skills, teamwork, analytical ability, CPA eligibility, and proficiency in Microsoft Office. Caseware/CaseView knowledge is preferred.

Performs audit, review, and compilation procedures, including control testing, substantive testing, and analytical procedures. Supports senior professionals, evaluates financial information, communicates with clients and colleagues, monitors auditing and regulatory developments, and participates in professional development. Requires an accounting background, strong analytical and organizational skills, teamwork, communication abilities, and proficiency with Microsoft Office. Caseware or CaseView knowledge is preferred.

Manages outsourced financial operations for clients, including general ledger, payables, receivables, payroll, reporting, reconciliations, closing, budgeting, forecasting, and accounting system conversions. Oversees onshore and offshore staff, reviews financial accuracy, advises on technical accounting, manages stakeholder communications, supports financial statement preparation, and drives process and technology improvements.

Directs commercial tax services by reviewing tax returns, workpapers, and projections; advising clients on tax planning, compliance, and research; managing engagements and resolving tax issues; supporting business development; mentoring staff; coordinating project delivery; and maintaining client relationships and current tax knowledge.

Provides front-office and administrative support, including reception coverage, mail handling, meeting and event coordination, office inventory, shared mailbox management, client onboarding, database updates, engagement letter processing, and tax department workflow assistance. Requires strong organization, communication, multitasking, attention to detail, Microsoft Office and Excel proficiency, and the ability to work in-office and overtime as needed.

Manage tax compliance, planning, and advisory services for high-net-worth individuals, families, trusts, estates, charitable entities, and closely held businesses. Serve as the primary tax contact for wealth management alliances, review tax returns, supervise and develop tax professionals, manage engagement workflows, and identify planning opportunities. Use automation, AI-enabled tools, and digital platforms to improve efficiency, quality, and client service while supporting relationship growth and business development.

Provides tax compliance and planning services for high-net-worth individuals, families, trusts, estates, charitable entities, and closely held businesses. Manages engagements from planning through completion, reviews complex tax matters, builds client and wealth advisor relationships, coordinates onshore and offshore resources, and uses automation, digital workflows, and AI-enabled tools to improve service delivery. Also supports business development, process improvement, and integrated tax and advisory solutions.