Manage and liaise with clients and their advisors to ensure complete client satisfaction. Day to day management of Family Office staff to ensure work is completed timely and efficiently Review incoming/outgoing checks and wires for household, investments, and related entities. Review of reports including bank reconciliations, investments, budgets, payroll tax, PFS, and lo

Provides backup for reception as needed. Provides reception lunch coverage as scheduled. Provides backup administration in other offices. Provides support to Partners as needed. Maintain tax department calendar. Qualifications Three to four years of administrative experience, preferably in a professional services environment. Bachelor's degree, preferred. Excellent Word,

Manage and liaise with clients and their advisors to ensure complete client satisfaction. Day to day management of Family Office staff to ensure work is completed timely and efficiently. Review incoming/outgoing checks and wires for household, investments, and related entities. Review of reports including bank reconciliations, investments, budgets, payroll tax, PFS, and l

include and are not limited to the following Perform tax research and provide technical advice on state & local tax issues Assist multi state companies with state & local tax compliance Investigate and respond to tax agency notices, including those involving unreported income, delinquency penalties, unfiled forms and returns, enforced collection (liens, levies, warrants, g

include and are not limited to the following Perform tax research and provide technical advice on state & local tax issues Assist multi state companies with state & local tax compliance Investigate and respond to tax agency notices, including those involving unreported income, delinquency penalties, unfiled forms and returns, enforced collection (liens, levies, warrants, g

Demonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas. Identifies tax risk management issues and proposes potential solutions through research and collaboration with Engagement Partner Reviews tax procedures, engagement workpapers and financial statements without supervision Compl

Contains advanced technical knowledge of accounting standards and reporting standards in researching, completing, and reviewing technical areas. Addresses questions on technical accounting matters from team members and upper level client management. Has intermediate to advanced level tax preparation skills Performs a detailed review of team's workflow and monitors tasks t

Fixed asset additions and retirements Income and expense analysis Analytical review procedures Observe physical inventories Assist in financial statement preparation Prepare and input computer trial balances Assist in preparing work paper packages Involvement in audit planning Qualifications Candidates must have BS/BBA in Accounting and strong quantitative, analytical and

Be familiar with Firm's procedures, forms and online research tools. Become proficient with firm software including ProSystem fx Engagement and IDEA. Responsible for monitoring actual time versus budgeted time for areas of responsibility. Work with clients and other team members to ensure information is delivered/received in a timely manner to complete the engagement whil

Be familiar with Firm's procedures, forms and online research tools. Become proficient with firm software including ProSystem fx Engagement and IDEA. Responsible for monitoring actual time versus budgeted time for areas of responsibility. Work with clients and other team members to ensure information is delivered/received in a timely manner to complete the engagement whil

Be familiar with Firm's procedures, forms and online research tools. Become proficient with firm software including ProSystem fx Engagement and IDEA. Responsible for monitoring actual time versus budgeted time for areas of responsibility. Work with clients and other team members to ensure information is delivered/received in a timely manner to complete the engagement whil

Coordinate various phases of engagements, budget time and expenses, monitor actual performance against budget, review work papers for accuracy and completeness, and review financial statements for suitability of presentation and adequacy of disclosures. Oversee audit planning, field work, and audit reporting; prepare reports, and communicate findings and recommendations t

Coordinate various phases of engagements; plan engagements, budget time and expenses, monitor actual performance against budget, review work papers for accuracy and completeness, and review financial statements for suitability of presentation and adequacy of disclosures. Oversee audit planning, field work, and audit reporting; prepare reports, and communicate findings and

Assist in the preparation of valuations for closely held or publicly traded companies. Analyze competitive industry dynamics and financial conditions of peer companies, evaluate business plans, adjust financial statements, and build discount rates analysis. Participate in due diligence activities on M&A transactions, purchase price allocations engagements and goodwill imp

Assume substantial responsibility for reviewed and compiled financial statement and tax return engagements including planning, executing, and completing assignments within budget. Gain comprehensive understanding of client operations, processes, and business objectives and utilize that knowledge on engagements assigned. Develop and maintain client relationships and work w