- Welcome and greet visitors. - Communicate with clients and visitors to ensure that the firm is represented in a professional manner. - Answer, screen, and transfer phone calls for the accountants - providing timely messages to ensure quick follow up. - Handle incoming and outgoing mail and packages. Ensure mail and UPS packages are ready at appropriate times. - Prepare engagement letters and invoices. - Assist with processing and assembly of clients' tax returns and IRS Forms W-2 and 1099. - Create reports in XCM tax software. - Proofread documents. - Correct and update client information in Client Manager software. - Assist in the receiving, stocking, maintaining and distribution of office supplies. - Maintain accurate files, including electronic files using software such as CCH Axcess Document and Engagement. - Ensure reception area, kitchen and copy room are tidy and presentable, supplies to be restocked as needed. - Handle copier and printer maintenance calls as needed. - Plan and execute corporate events, meetings, and firm celebrations.  

- Perform tax planning and compliance for individuals, businesses, and not-for-profit organizations. - Research and analyze tax regulations to provide innovative solutions to client issues. - Develop and maintain strong client relationships by delivering exceptional tax services. - Stay current with changes in tax laws and regulations. - Collaborate with team members to provide comprehensive financial and tax solutions.

- Participate in Information Technology (IT), Cyber Security, Information Security, vulnerability assessments, Social Engineering, electronic banking, and vendor management audits of financial institutions’ control environments by assisting the IT audit team with the planning, administration, and execution of audits. - Assist in providing Information Security Officer services (vISO). - Perform testing procedures to identify areas for improvement of processes and controls and develop recommendations based on identification of potential risks relevant to the client. - Perform internal testing of IT controls for FFIEC, SOX, and ISO Compliance in accordance to IT audit standards, guidelines and best practices. - Review and test controls in IT systems and functions to ensure integrity and security of company information and continuity of operations. - Prepare work papers that are consistent with generally accepted auditing standards, as well as established firm standards. - Assist in completion of vulnerability and social engineering assessments. - Assist in special projects, as required. - Communicates with client Management in an efficient and effective manner. - The ability to oversee senior and staff auditors while performing the more complex portions of audit engagements. - Review audit field work prepared, and audit issues identified by senior and staff auditors as assigned, and provide review/coaching feedback.

As a member of our Bank Compliance Audit team, you will provide consulting services and expertise in Bank regulatory compliance (consumer deposit and loan) to assist in targeted compliance monitoring reviews and internal audits associated Bank regulatory compliance.  We operate within a moderately fast-paced culture that is driven by hard work, quality, excellence, transparency, and nimbleness. You will be challenged daily to develop solutions to complex problems, and to manage multiple projects for multiple clients.   - Maintain strong knowledge of applicable mortgage compliance laws and regulations. - Become a subject matter expert in key laws and regulations related to Bank regulatory compliance. - Become a subject matter expert on mortgage industry compliance standards (e.g., FNMA, FHLMC, FHA, VA, HUD, and Fair Lending Guidelines) and lending guidelines (e.g., Conventional, FHA, VA, Non-QM, etc.). - Conduct reviews to ensure compliance rules are applied appropriately, fees disclosed properly, and loan documents are produced correctly. - Monitor and analyzes developing trends and changes in applicable consumer-related laws and regulations. Assists management with the implementation of regulatory changes. - Execute fieldwork with appropriate supervision, interacts with all levels of management and performs testing (including walkthroughs), takes ownership to complete clear and well-organized audit work papers that appropriately document the work performed, uses root cause analysis for problem solving and communicates potential issues timely to supervisors and clients. - Evaluate risks of key controls and the effectiveness of the overall control framework, and ensures management has effective and timely control remediation plans. - Formulate appropriate conclusions regarding the adequacy of internal controls and procedures based on the audit work performed and knowledge of Company operations, drafts well written, clear, and concise audit reports and participates in presenting the findings to the Internal Audit Management and Business Management. - Remediation: Monitors the implementation of corrective action plans with first and second lines of defense and presents updates to the findings to Internal Audit Management and Business Management.

- Manage multiple engagements and provide innovative tax planning, consulting, compliance recommendations to clients. - Prepare and review complex tax returns, estate planning, etc. - Manage team members and review work product for accuracy, completeness, budgets, etc. - Work closely with internal managers and partners to maintain and grow client relationships. - Mentor and coach various levels of tax staff.

- Handles complex and multiple engagements. - Considered to be a “go to person” in the department due to niche skills and abilities. - Resolves all problems before submission for final partner review. - Proactively interacts with clients to gather information, resolve problems, make recommendations, and build lasting relationships with clients. - Leads areas of practice development and practice management. - Identifies growth areas and actively contributes towards firm growth. - Mentors, trains, and supervises performance of lower level staff in the department - Make recommendations to existing clients on how we may offer services in new ways. - Ensure that the firm production standards are met by self and others. - Responsible for managing engagement efficiencies (realization, production, WIP, A/R, expenses, etc.). - Identify and execute best practices for the firm to ensure sustainability.

- Preparation of corporate and individual tax returns - Assist with research and assignments involving tax theory and concepts - Assist with research and handle assignments involving basic tax issues in the areas of corporate, partnership, individual, payroll and sales tax - Participate in meeting client deadlines - Become familiar with specific clients and begin to identify specific client needs - Keep supervisors informed of progress, and complete assignments in a timely manner - Proactively interact with clients to gather information, resolve problems, make recommendations - Mentor staff and interns

• Supervise multiple engagements and provide innovative tax planning, consulting, compliance recommendations to clients • Prepare and review complex tax returns • Supervise and assist in mentoring junior tax staff; assigning and reviewing work and performance

- Conduct comprehensive reviews of tax returns, financial statements, and related documents to ensure accuracy and compliance with tax laws and regulations. - Identify and address any discrepancies, errors, or potential areas of non-compliance, providing clear and actionable feedback to the tax preparation team. - Collaborate with tax preparers to gather necessary information and resolve any inquiries or issues that may arise during the review process. - Lead tax compliance engagements in accordance with firm and professional standards - Stay up-to-date with changes in tax laws, regulations, and guidelines, ensuring that all reviews are conducted in accordance with the latest requirements. - Work directly with management and clients to build and maintain relationships - Develop and implement review procedures, checklists, and tools to streamline the review process and improve efficiency. - Maintain accurate documentation of review findings, recommendations, and actions taken, adhering to company policies and procedures. - Communicate proactively and timely with clients and team members regarding project status, client service opportunities, and other matters  

- Assist managers on all aspects of audit engagements (audit planning, fieldwork, and wrap up) - Analyze and prepare financial statements - Evaluate internal controls - Handle moderately complex audit engagements - Development of audit documents, work papers, and preparation of client documents - Proactively interact with clients to gather information, resolve audit-related problems, make recommendations, etc. - Help others develop professionally through coaching

- Perform review and compilation engagements - Analyze and adjust financial information to prepare business tax returns - Prepare individual tax returns - Develop comprehensive knowledge of client’s business and tax circumstances - Research and develop year-round tax planning strategies and consultation to meet client needs - Become familiar with specific clients and begin to identify specific client needs - Coordinate assignments with Reading and Spring House office locations when necessary - Keep supervisors informed of progress, and complete assignments in a timely manner - Proactively interact with clients to gather information, resolve problems, make recommendations