Provide hands-on accounting experience across Tax, Audit, and Client Accounting Services (CAS). Prepare tax returns, assist audits, compile financial data, post journal entries, perform research, and support financial statement preparation while learning firm software and professional standards.

Serve as in‑charge accountant for audit engagements: manage day‑to‑day A&A work, prepare workpapers, financial statements and footnotes, review staff work, research technical issues, communicate with clients, meet budget/realization goals, and develop junior team members.

Provides high-level administrative and operational support to firm partners, especially tax partners, while assisting wealth management and marketing leadership. Responsibilities include complex calendar and travel management, client meeting coordination, documentation tracking, compliance and CPE records, due-date reporting, internal dashboard maintenance, and marketing event coordination. The role serves as a confidential, professional liaison among partners, clients, internal teams, and external contacts.