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Assist with planning tax assignments, preparing and reviewing federal and state returns, supporting IRS audits and tax notices, and completing trust, gift, and estate returns. Build tax compliance knowledge, participate in client assignments, maintain client relationships, and uphold confidentiality and professional standards. The role requires strong communication, analytical, research, project management, multitasking, problem-solving, and Microsoft Office skills while pursuing a bachelor's degree.

Tax intern assisting with federal and state tax returns for various entity types, tax assignment planning, IRS audits, tax notices, trust returns, and gift and estate returns. The role includes participating in client assignments, developing client relationships, maintaining confidentiality, and delivering professional service while building tax compliance knowledge.

Leads outsourced accounting engagements as a subject matter expert, managing deliverables, quality reviews, client relationships, business development, and staff supervision. Develops client solutions, identifies opportunities, oversees deadlines and multiple assignments, and trains and mentors team members. Participates in client meetings, proposals, performance evaluations, and internal procedure recommendations. Requires strong communication, engagement management, and knowledge of qualified plans.

Coordinate and support IMAC (Installation, Move, Add, Change) activities for branch offices: schedule installations, manage phone/data circuit installs and disconnects, update tickets, liaise with vendors and internal teams, and ensure timely, high-quality technical support delivery.

Supervise client tax and accounting engagements, review team work, manage budgets and deadlines, mentor staff, support billing, develop industry expertise, and contribute to practice development and client relationships. The role requires public accounting experience, strong communication and organization skills, and the ability to travel based on client and business needs.

Build and maintain Power BI and Oracle OTBI workforce dashboards covering headcount, turnover, recruiting, and compensation. Analyze ad hoc HR data requests, support executive reporting, validate and govern HR data, investigate anomalies, document methodologies, and partner with HRIS and BI teams on data pipelines and reporting processes. Provide training and technical support to HR users.

Manage and retain employee benefits clients, develop renewal and marketing strategies, coordinate implementations and client service teams, negotiate with carriers, and provide strategic advice on legislation, market trends, funding arrangements, and plan solutions. Lead RFPs, marketing evaluations, finalist presentations, compliance activities, and identify additional services while maintaining strong client relationships and timely deliverables.

Assist with planning and executing audit assignments across multiple industries, including real estate, construction, nonprofit, and manufacturing. Participate in assignments from start to finish, apply accounting and auditing principles, identify and communicate issues, support quality standards, and build strong client relationships. Maintain confidentiality, professional conduct, and exceptional client service while collaborating with senior associates, managers, partners, and client staff.

Performs accounting, tax, and audit engagement work for clients; applies accounting, auditing, tax, and quality-control principles; completes assignments within budget and deadlines; supports business development and administrative activities; and communicates effectively with clients and internal teams. The role requires CPA eligibility, strong analytical and research skills, proficiency with applicable technology, and travel based on client and business needs.

Tax Interns assist with planning and executing audit assignments across industries including real estate, construction, nonprofit, and manufacturing. They apply accounting and auditing principles, participate in engagements from start to finish, identify and communicate issues, maintain client relationships, and uphold confidentiality and professional standards. The role requires strong communication, analytical, research, project management, problem-solving, multitasking, and computer skills while pursuing a bachelor's degree.