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The Transaction Group Manager (ESOP Advisory) will provide corporate finance and ESOP advisory services to middle-market companies, conducting financial analysis, due diligence, and preparing financial models for ESOP transactions. Responsibilities include client presentations, project oversight, and team management to enhance best practices within the team.

The Outsourced Assistant Controller manages accounting tasks for clients, reviews work for compliance, assists in financial reporting, and recommends improvements in internal accounting procedures. They oversee staff work, support budgeting and forecasting, ensure tax readiness, and research technical accounting issues.

The Wealth Manager is responsible for managing existing client relationships, formulating and implementing financial advice, and beginning to develop new client relationships. Main tasks include financial planning, client service delivery, preparing presentations, and assisting in portfolio management and 401(k) planning.