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Manage financial statement audits for clients, including private equity clients, while collaborating with firm leadership and delivering exceptional client service. Lead and supervise audit teams, mentor staff, oversee project completion, and maintain quality and ethical standards. Support business development and client relationship management while applying strong analytical, organizational, communication, and project management skills.

Serves as the first point of contact for clients, visitors, and employees while managing reception, phone calls, mail, shipping, document and records management, billing support, office supplies, and general administrative requests. The role requires strong organization, accuracy, confidentiality, communication, and customer service skills, along with proficiency in Microsoft Outlook, Excel, and Word.

Perform audit and assurance services within public accounting engagement teams. Organize and manage client engagements, complete audit tasks and project components, collaborate with managers and firm leadership, and deliver high-quality client service. The role requires analytical, organizational, interpersonal, project management, communication, ethical judgment, and Microsoft Suite skills, with opportunities to work across industries and develop client relationships.

Conduct financial due diligence for buy-side, sell-side, and search fund transactions. Communicate with clients, target company management, investment bankers, and advisors while applying GAAP, analyzing accounting engagements, and solving complex transaction-related problems. The role requires strong client service, written communication, independent work, and proficiency with Excel and PowerPoint. CPA certification is required or must be in progress, with opportunities to grow within a transaction advisory practice.

Manage accounting and finance functions for multiple clients, review financial statements, analyze variances, provide decision support, improve processes, implement technology solutions, onboard clients, and support business development. The role also requires documenting repeatable methodologies, automating processes, and delivering exceptional client service.

Leads post-acquisition accounting engagements for private-company clients, including purchase price accounting, net working capital true-ups, opening balance sheet adjustments, technical GAAP guidance, and post-close financial reporting. Oversees accounting and ERP implementations, workflow design, client relationships, staff development, quality control, and cross-functional collaboration with valuation, audit, and tax professionals.

Prepare individual and trust tax returns, manage tax processes from start to finish, communicate with clients and regulatory bodies, and mentor associates and interns. The role emphasizes private client taxation, high-quality client service, professional development, independent remote work, and advancement toward leadership.

Manage HubSpot CRM, Monday.com, marketing automation, lead nurturing, campaigns, website initiatives, and reporting. Build workflows, dashboards, landing pages, email programs, and conversion paths; maintain data quality, support pipeline visibility, analyze marketing performance, and improve operational processes. The role also administers marketing technology, coordinates agencies, supports SEO and paid media, and provides training and actionable insights to leadership.

Advise high-net-worth clients on investments, financial planning, and wealth management strategies. Build trusted client and prospect relationships, explain complex financial concepts, prepare and present comprehensive financial analyses, and monitor economic, market, and regulatory developments. The role requires strong communication, analytical, client-service, and investment knowledge, along with experience in an RIA environment and familiarity with financial planning software and custodial platforms.

Provides client accounting advisory services, month-end close support, financial statement preparation, forecasting, KPI reporting, reconciliations, payables, receivables, payroll, tax filing support, and audit assistance. The role also delivers client training, supports accounting implementations and remediations, maintains balance-sheet sub-ledgers, and develops trusted client relationships. Candidates need accounting experience, CPA eligibility, strong analytical and communication skills, advanced Microsoft Office proficiency, and a commitment to professional growth.