The Wealth Analyst role focuses on delivering investment management and financial planning services. Responsibilities include client portfolio analysis, executing trades, assisting with financial plans, conducting research on financial markets, and improving operational efficiency while ensuring compliance with regulations.

The Senior Accountant manages daily accounting tasks such as sales postings and expense management, conducts reviews of financial statements, prepares month-end reports, and addresses client inquiries. They ensure accurate transaction postings, maintain organization, and support the Client Service Team to deliver timely financials, while also leading client meetings and nurturing relationships.

The MDS Coordinator will collect and review clinical information and ensure compliance with federal and state MDS 3.0 regulations. Responsibilities include managing admissions, completing and transmitting MDS assessments, providing client support, and collaborating with the interdisciplinary team.

The consultant supports project execution, assists engagement teams, manages client relationships, and participates in professional development. Responsibilities include planning objectives, client communication, risk compliance, and contributing to business development and community activities.

The Audit Manager oversees audits for clients, addressing complex business issues while ensuring compliance and enhancing performance. Responsibilities include managing audit engagements, reviewing financial statements, providing client support, and developing team members. The role requires active participation in business development and community outreach to foster client relations and service offerings.

The Senior Associate reviews tax returns and working papers, collaborates with team members on project management, and provides strategic tax consulting to clients. Responsibilities include preparing complex tax returns, resolving tax issues, mentoring interns, and enhancing client relationships through exceptional service.

The Tax Manager oversees a full range of tax services for various clients, focusing on tax planning, compliance, and consulting. They lead teams, manage client relationships, provide coaching to Associates, and participate in business development activities to drive growth and enhance service delivery.

The Audit Manager oversees the audit process, helping clients navigate complex business issues and improve financial reporting. Responsibilities include leading audit engagements, supervising team members, client consultations, and ensuring quality service. They play an integral role in business development and community involvement, while also committing to team development and continuous learning.

The Tax Associate is responsible for preparing tax returns, advising clients on tax strategies, ensuring compliance, and providing exceptional client service. They collaborate on tax-related projects, review data, assist interns, and maintain up-to-date knowledge of business and economic issues. Continuous learning and effective communication are key aspects of the role.

The Audit Manager leads audit engagements, supervising teams and ensuring compliance with professional standards. They review financial documents, provide client insights, manage risk, and enhance overall business performance. Additionally, they coach associates, drive business development, and maintain strong client relationships while ensuring the timely delivery of quality service and financial statements.

The Tax Senior Associate reviews tax returns and working papers, providing advice on tax implications to clients. Responsibilities include coordinating tax-related projects, resolving tax issues, preparing complex tax returns, and mentoring junior staff. They ensure compliance, enhance client services, and stay updated on tax-related matters.

The Tax Manager delivers comprehensive tax services, advising clients on tax implications while reviewing complex returns. They manage a team, support business development, supervise Associates, and ensure client satisfaction. Additionally, they lead tax-related projects and foster professional development and training among staff.

The Senior Associate is responsible for reviewing tax returns and working papers for clients, providing strategic consulting on tax implications, and delivering exceptional client service. They collaborate with the team on project management, tax strategies, and compliance, while also mentoring junior team members.

The Senior Associate aids in addressing complex client business issues, reviewing financial papers, preparing tax returns, and building client relationships. They enhance project management, provide exceptional service, and mentor junior associates while keeping up with current business trends and regulations.

The Audit Manager oversees audit engagements, leads a team, and enhances client services while ensuring compliance with standards. Responsibilities include managing risk, developing business strategies, and coaching staff. This role also involves client presentations and active community engagement.

The Tax Manager oversees tax service delivery, providing tax planning, compliance, and consulting for diverse clients. Responsibilities include reviewing tax returns, managing projects, coaching staff, and driving business development. They ensure exceptional client service while leading a team to achieve optimal tax strategies and compliance in various industries.

The Small Business Associate is responsible for bookkeeping, financial statement preparation, and tax returns. They ensure accuracy in work papers and provide excellent client service. This role involves collaboration with team members, proactive communication, and continuous learning to enhance technical knowledge and client engagement.

The HR Intern provides support to the HR team in various functional areas like Talent Management, Talent Acquisition, and Organizational Development. Responsibilities include assisting with new employee orientation, maintaining employee files, data entry into HR databases, and supporting recruitment activities. The intern is expected to demonstrate excellent organization, communication, and analytical skills while working on strategic improvement projects.

The Small Business Manager serves as a key contact for clients, addressing complex business issues from strategy through execution, and managing client relationships to drive revenue. Responsibilities include working alongside clients, reviewing financial documents, participating in proposals, and maintaining effective communication and leadership within the team.

The Tax Senior Associate reviews tax returns, participates in project management for various clients, and provides tax-related consulting. Responsibilities include ensuring compliance, offering strategic advice, supervising interns, and managing client communication and deliverables effectively.