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Supports wealth management client services through client onboarding, account maintenance, record updates, document organization, reporting, meeting materials, research, data gathering, workflow tracking, and team projects. Participates in training and shadowing while maintaining confidentiality, professionalism, accuracy, and effective communication. This temporary summer internship requires 32 hours weekly for eight weeks and in-person attendance at the Lake Oswego office.

Administrative Assistant supporting a CPA administrative team through tax-return and financial-statement preparation, client onboarding, electronic filing, document scanning, digital uploads, records management, phone coverage, front-desk support, shared inbox management, and workload tracking. The role requires accuracy, organization, discretion, adaptability, and reliable performance in a fully onsite, high-volume environment, including occasional Saturday work during busy season.

Manage audit, review, and compilation engagements from planning through completion; oversee client service, engagement teams, budgets, billings, and collections. Provide technical guidance on accounting and audit matters, review workpapers and financial statements, maintain client relationships, mentor staff, support business development, and improve engagement processes.

Serve as in-charge on audits, reviews, and compilations for growth services and manufacturing clients. Plan and execute engagements, prepare financial statements and disclosures, mentor associates, manage schedules and budgets, ensure GAAP/FASB compliance, and identify process improvements.

Manage tax engagements for a diverse client base: provide strategic tax planning and research, oversee client relationships, supervise and mentor staff, manage engagement financials and risk, and lead new client prospecting and closing.

Manage audits, reviews, and compilations for construction-industry clients from planning through completion. Lead engagements, supervise and train staff, act as technical resource, handle client interactions and business development, and ensure compliance with GAAP and FASB standards.

Develop and present customized financial plans for high-net-worth clients. Gather client data, analyze complex financial scenarios, advise on cash flow, education funding, equity compensation, investments, insurance, taxes, and estate planning, and collaborate with advisors and external professionals to deliver holistic wealth-management solutions.

Serve as tax expert for construction clients, managing client relationships, delivering tax strategies and reviews, supervising staff, leading prospecting and client meetings, and overseeing engagement financials, billing, collections, and risk management under partner oversight.

Lead tax compliance, planning, and consulting for construction-practice clients; manage client relationships; review and approve tax work; mentor and supervise staff; communicate technical tax concepts; manage engagement financials; support business development and partner collaboration.

Lead tax compliance, planning, and consulting for closely held and construction-related clients. Manage complex client relationships, supervise and develop staff, review tax work, manage engagement financials and risk, and support business development and practice growth with partners and leadership.