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

Conduct financial advisory due diligence in buy side and sell side transactions. Review target company financial information and other data to identify Historical and projected financial, operating and commercial trends. Quality of earnings adjustments. Working capital and net debt considerations. Potential liabilities and risks which impact valuation and negotiation of t

Develop relationships with clients and other stakeholders Participates in the development of and support the client's strategic plans Monitor the financial performance of clients Compile and analyze financial reporting packages Prepare monthly and annual operating budgets Develop and manage financial controls in accordance with the company's procedures Communicate financi

Develop close working relationships with management throughout all areas of the group Ensure that transactions are accounted for in accordance with established company policies and in accordance with US Generally Accepted Accounting Principles Assist in monthly/quarterly/annual close and preparation of relevant work papers Regional and local travel to client locations 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

Develop relationships with clients and other stakeholders Participates in the development of and support the client's strategic plans Monitor the financial performance of clients Compile and analyze financial reporting packages Prepare monthly and annual operating budgets Develop and manage financial controls in accordance with the company's procedures Communicate financi

Prepare and review federal, state and local corporate, individual, and partnership returns, including exercising professional judgement with respect to recognizing tax situations to develop solutions Review and update clients' accounting records Interact closely with clients to provide innovative business tax planning, consulting, and compliance services in a timely and e

Review trusts, estates, gift taxes, and flow through entities. Supervise and develop associates. Interact closely with clients year round to provide innovative tax planning, consulting, and compliance services in a timely manner. Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines, and proactively sharing tax saving str

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, and ensure work is on schedule. Generate budgets Review and evaluate work papers and determine compliance with professio

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, and ensure work is on schedule. Generate budgets Maintain profitable realization rates Review and evaluate work papers a

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

Supervise and help drive the success of multiple engagements in all facets of taxation. Perform initial review of complex tax returns for high net worth individual, corporate and partnership / LLC clients. Interact closely with clients to provide innovative tax planning, consulting and compliance services in a timely and effective manner. Ensure complete client satisfacti

Record monthly investment activity from brokers dividends, interest, purchases and sales of marketable securities and other various investment activities. Ability to grasp concepts quickly and demonstrate knowledge of basic technical skills, as well as related knowledge of necessary systems and procedures. Assist in performing bookkeeping services for clients, preparing w

Supervise and help drive the success of multiple engagements in all facets of taxation. Perform initial review of complex tax returns for high net worth individual, corporate and partnership / LLC clients. Interact closely with clients to provide innovative tax planning, consulting and compliance services in a timely and effective manner. Ensure complete client satisfacti