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Serve as lead accountant for High Net Worth small business clients: manage client relationships, oversee tax compliance, research and planning, prepare and review working papers, deliver engagements on time and within budget, mentor staff, and assist with budgeting, cash flow projections, and business development.

Provide outsourced accounting and bookkeeping services for multiple clients: prepare financial statements and KPIs, maintain budgets, reconcile accounts, support onboarding, standardize procedures, train clients/staff, and manage accounting projects to ensure timely, accurate reporting and high client satisfaction.

Paid, in-person accounting internships (Spring and Summer 2027) across Upstate NY offering hands-on tax, assurance, and small business advisory work. Interns will prepare tax returns, assist with bookkeeping and financial statement support, participate in audit and ASU/EBP projects, perform research and analysis, and collaborate with experienced staff while receiving mentorship and professional development.

Provide outsourced accounting and bookkeeping services for multiple clients: prepare KPIs and financial statements, maintain standardized procedures, perform AP, reconciliations, onboarding and training, manage staff, use shared software tools, handle deadlines and urgent client matters, and drive client satisfaction.

Provide outsourced accounting and bookkeeping for multiple clients: prepare KPIs and management reports, produce monthly and annual financial statements, perform AP, reconciliations and work papers, onboard and train clients/staff on shared software, manage and motivate staff, apply accounting experience across diverse clients, and ensure timely, high-quality client service.

Provide outsourced accounting and bookkeeping services for multiple clients: prepare KPIs and financial statements, maintain standardized procedures, handle accounts payable and reconciliations, onboard and train clients/staff, manage and motivate team members, use accounting technologies, and meet deadlines to ensure strong client satisfaction.

Provide outsourced accounting and bookkeeping services for multiple clients: maintain budgets, analyze general ledger, prepare KPIs and financial statements, perform reconciliations and AP, onboard and train clients/staff, standardize processes, and manage accounting projects to deliver timely, high-quality client outcomes.

Prepare and review complex business and individual tax returns, provide tax planning, consulting, and compliance services, research and resolve tax issues, develop client relationships, mentor staff and interns, and learn firm technologies. Willingness to travel and work extended hours during peak periods required.

Provide outsourced accounting and bookkeeping services for multiple clients: prepare financial statements, budgets, KPIs, reconciliations, AP functions, standardized procedures, client onboarding, and staff training to ensure timely, accurate reporting and high client satisfaction.

Manage outsourced revenue cycle and billing services for healthcare clients: oversee charge entry, payment posting, claims submission and follow-up, coding/auditing, cash recovery projects, staff supervision, diagnostic reviews, training, and client service improvements.