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The Engagement Director will provide high-level accounting support to clients, improve accounting processes, and manage client projects, while offering flexibility and a variety of engagements.

The role supports Senior Wealth Advisors in providing holistic financial services, focusing on business development, client support, and financial planning.

Serve as a hands-on interim/project-based accounting leader (Controller, CFO, Internal Audit Manager, etc.) for CAAS clients. Improve accounting processes, oversee monthly close, reporting, forecasting, consolidations, and system implementations. Select engagements, travel as needed, and provide exceptional client service.

This role involves preparing various tax returns, performing audits, supporting client engagements, and enhancing industry knowledge through training.

Intern will prepare tax returns, perform audit services, support client engagements, gain industry exposure, and communicate effectively with clients.

As an Engagement Director, you will provide high-level interim or project-based accounting support, design accounting processes, and manage client engagements across various industries.

The Senior Wealth Advisor manages client relationships, providing comprehensive financial planning and advisory services, including investment, insurance, and estate planning.

The Senior Wealth Advisor manages client relationships and provides comprehensive financial planning services, overseeing financial planning work and maintaining client support.

This role supports Senior Wealth Advisors by managing client relationships, providing financial planning, and facilitating business development in wealth advisory services.

The Tax Intern prepares various tax returns, supports client engagements, gains industry knowledge, and communicates effectively with clients and team members.