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Administer employee benefits, leave programs, disability and workers’ compensation processes. Maintain HRIS records, reconcile invoices and payroll deductions, support compliance with employment laws, answer employee questions, coordinate with vendors and internal stakeholders, and contribute to HR projects, ACA compliance, wellness initiatives, and merger-related benefits analysis.

Conduct internal audits for financial institution clients, evaluating internal controls, operating efficiency, regulatory compliance, policies, and accounting principles. Responsibilities include data analysis, client interviews, audit reporting, workpaper preparation, communicating findings, recommending audit-scope changes, and maintaining confidentiality. The role requires presentation, problem-solving, client-service, technology, and travel capabilities, with banking experience and CIA or CFE certification preferred.

Conduct internal audits for financial institution clients, evaluating internal controls, operational efficiency, regulatory compliance, and adherence to accounting principles. Analyze data, interview client staff, document audit procedures and conclusions, communicate findings to managers, and recommend process improvements. Maintain confidential audit records and support efficient completion of assignments.

Provides administrative support to the Small Business Advisory Service Line and assigned partners. Responsibilities include processing and e-filing tax returns, managing billing and expenses, preparing and proofreading documents, handling communications, maintaining calendars, coordinating meetings, managing records and mail, and providing backup administrative assistance while maintaining confidentiality.

Manage high-net-worth client tax engagements including compliance, advanced tax planning for trusts, estates, investments, and compensation; prepare and review filings (Form 1041); mentor staff; deliver projects on time and support client relationship development.

Lead and review complex business and individual tax engagements, provide tax planning and consulting, research and resolve complex tax issues, mentor staff, develop client relationships, and identify opportunities for new services across diverse client types.

Provide outsourced accounting and bookkeeping services for multiple clients: prepare KPIs and management reports, produce monthly and annual financial statements, perform AP, reconciliations and work papers, standardize procedures, onboard and train clients/staff, manage and motivate team, handle urgent matters, use shared software and technology, manage projects, and ensure outstanding client satisfaction.

Prepare and review complex business and individual tax returns, perform financial statement compilations, deliver tax planning and consulting, research tax issues, manage deadlines, and mentor staff.

Prepare and review complex business and individual tax returns; provide tax planning, consulting, and compliance services; research and resolve tax issues; mentor and train staff; build client relationships; assist with client development and special projects such as budgeting, cash flow projections, and sales tax; deliver engagements on time and within budget.

Prepare and review complex business and individual tax returns; support client budgeting and cash flow projects; provide tax planning, consultative solutions; research tax issues and deliver written conclusions; manage deadlines and take client in-charge responsibilities; assist in training and mentoring staff and interns.