The intern will support monthly client accounting tasks, including bank reconciliations, journal entries, and the preparation of financial statements. They will also assist with payroll entries, year-end 1099 preparation, and maintaining client documentation.
The Tax Associate 2 is responsible for preparing various tax returns and providing tax-related services to clients. They also facilitate workflow management and maintain accurate documentation within the firm's electronic systems.
The Financial Planner delivers comprehensive, goal-based financial planning and wealth management services to clients. They serve as a primary advisor, integrating investment management, tax strategy, and business planning to help clients achieve their long-term financial objectives.
