As an Executive Administrator at our firm, you will play a crucial role in maintaining the smooth operation of the executive suite, ensuring that all administrative tasks are performed efficiently and effectively. Your organizational skills and problem-solving abilities will be essential in supporting daily business activities and internal control procedures. The roles and responsibilities include, but not limited to: • Oversee and manage internal control procedures to ensure organizational efficiency and compliance. • Provide solutions to day-to-day operational problems, enhancing workflow and reducing disruptions. • Perform a wide range of administrative duties, including scheduling meetings, managing email correspondence, drafting business letters and memoranda, and preparing invoices and engagement letters. • Organize and execute company events, including seminars, team-building activities, and recruiting events, ensuring they meet the firm's standards and objectives. • Actively contribute to the team effort by accomplishing related results as needed, supporting the overall goals of the executive team.

As a Tax Services Senior Associate, you will play a crucial role in delivering high-quality tax services and managing client engagements from start to finish. You will utilize your advanced tax research skills and foundational knowledge to identify potential tax issues, gather necessary information for tax filings, and participate actively in tax planning. Your ability to recognize and communicate potential risks, prepare tax accrual workpapers, and effectively use tax software to complete returns for review will be key to your success. The roles and responsibilities include, but not limited to: • Run client engagements comprehensively, which includes planning, executing, directing, and completing tax projects while managing to budget. • Recognize and communicate potential risks associated with tax matters. • Build and maintain strong relationships with clients, effectively managing their expectations and delivering exceptional services. Manage client accounts, including billing, fee analysis, and the development of new services. • Supervise, train, and mentor associates and interns on tax projects, assessing the performance of staff for engagement reviews and performing the in-charge role as needed. • Prepare tax returns for more complex clients and review tax returns prepared by staff. Make recommendations to enhance accuracy and identify tax savings opportunities, gaining increasing responsibility in the review process. • Research and consult on various tax matters using tax-related software to prepare, process returns, and research tax matters. • Respond to inquiries from the IRS and other tax authorities, managing and tracking the assigned client lists, and ensuring compliance with all applicable tax laws and regulations. • Perform key administrative tasks, including billing and the review of engagement letters, ensuring accuracy and attention to detail. • Manage resource allocation, workflow, and resource utilization. Implement standardized processes and procedures, providing feedback on any improvements.

As a Payroll Specialist, you will manage and execute payroll processing, guaranteeing the accurate and timely distribution of paychecks for all clients. Your expertise in payroll operations and advanced skill sets will be critical in ensuring compliance with tax regulations and company policies. The roles and responsibilities include, but not limited to: • Utilize payroll software to manage compensation packages, ensuring efficient processing of all payroll transactions. • Collect and verify timekeeping information for clients and calculate pay based on hours worked including sick leave, vacation, and overtime. • Calculate bonuses, commissions, taxes, deductions, and employee reimbursements. Initiate payroll payments through checks or direct deposits timely. • Update payroll records with changes in pay rates, employee status changes, raises, etc. Calculate unemployment and severance payments. • Handle health benefits and 401K administration. • Address clients' inquiries regarding payroll and HR. • Prepare and submit payroll reports to supervisors or clients as required. • Maintain the high confidentiality and security of clients' sensitive information and ensure the protection of payroll operations. • Assist with the company's recruiting process. • Assist with maintaining the company's social media accounts.

As a Tax Associate, you will be integral to our tax operations, focusing on the preparation of complex U.S. individual, partnership, and corporate income tax returns. Your responsibilities will extend from gathering essential client information for tax filing to participating actively in tax planning and risk assessment. Utilizing various tax software applications to complete returns for review will be a fundamental part of your role. The roles and responsibilities include, but not limited to: • Effectively communicate and correspond with clients to ensure clear and proactive exchanges of information. • Prepare tax returns for U.S. individuals, partnerships, and corporations, ensuring accuracy and compliance with all applicable laws. • Gather necessary information for tax filings and manage assigned client lists effectively. • Implement standardized processes and procedures, providing constructive feedback for any necessary improvements. • Assist with tax consulting projects, offering responsive support to clients and vendors. • Collaborate with outside professionals to prepare ad hoc tasks and information as required. • Perform key administrative tasks, including billing and the preparation of engagement letters, ensuring accuracy and attention to detail. • Recognize and communicate potential risks associated with tax matters. • Work proficiently with various tax and accounting software applications to ensure returns are completed accurately and efficiently for review.

As an Accounting Associate, you will be instrumental in managing daily accounting activities and ensuring the accurate and timely processing of financial transactions. Your role will support our clients' financial operations through meticulous entry and reconciliation of financial data, underpinned by a strong commitment to compliance and efficiency. The roles and responsibilities include, but not limited to: • Perform and record daily entries of accounting transactions, including processing vendor invoices, customer invoices, and expense reports. • Prepare monthly financial reports and schedules for clients, ensuring a timely closing of books and maintaining accuracy in financial statements. • Conduct Balance Sheet and P&L account reconciliations and analyses, verifying the correctness and completeness of financial data. • Prepare Form 1099-MISC/Form 1042 statements for clients, ensuring compliance with relevant regulations. • Assist with financial accounting consulting projects, such as budget preparations and other financial analyses. • Monitor bank cash balances for clients, ensuring funds are adequately managed and reported. • Provide prompt and efficient support to clients and vendors, addressing inquiries and resolving issues. • Work closely with audit and tax teams to prepare ad hoc analyses and information as required, ensuring a collaborative approach to client service.