The Executive Assistant will manage administrative functions for Tax and Client Accounting Services, supporting onboarding activities, managing client emails, coordinating calendars, generating forms, and overseeing document organization. They will also track client compliance reporting and assist with fee allocations, ensuring seamless operations and positive client interactions.

The Tax Senior prepares and reviews complex tax returns for high-net-worth individuals, partnerships, corporations, and LLCs. This role involves analyzing tax situations, ensuring compliance with regulations, managing client relationships, mentoring junior staff, and staying updated on tax laws. The position requires excellent problem-solving and communication skills while meeting tight deadlines.

The Tax Manager is responsible for overseeing tax compliance and preparation for high-net-worth individuals and various entities. Duties include reviewing complex tax returns, managing client relationships, mentoring staff, and providing strategic advice on tax issues. The role requires strong leadership skills, ability to conduct tax research, and familiarity with relevant tax laws.

The Tax Manager supervises tax preparation and compliance for high-net-worth individuals and partnerships. Responsibilities include reviewing complex tax returns, managing client relationships, providing business advice, and mentoring staff. The role requires a strong understanding of tax law and excellent communication skills.

The Accounting Associate will assist in Fiduciary Accounting Services, handling trust and estate situations, managing financial records, preparing reports, and ensuring compliance with financial regulations.

The Audit Associate will ensure compliance with internal control procedures, maintain audit systems, complete audit work papers, conduct accounting research, and identify audit issues while developing relationships with team members and clients.