• Review federal and multi-state tax returns; experience with flow-through entities highly desirable
• Experience with Private Equity and Hedge Fund clients is highly desirable
• Research fundamental tax issues using online tools
• Perform other accounting duties as needed in engagements and as assigned by managers
• Communicate effectively with managers, partners, and clients

Senior Tax, Seasonal

Growth Marketing

• Serve as growth organization's key member of diligence team
• Collaborate with various growth organizations
• Develop standardized growth strategy templates with applicable milestones
• Engage with audit, tax, and advisory service line leaders
• Lead execution of growth strategy and track performance metrics
• Collaborate and co-develop projected organic growth metrics
• Engage with Industry Leaders regarding team member integration

Acquisition Growth Leader

• Deliver comprehensive TPA services for 401(k) and profit-sharing plans.
• Prepare and file Form 5500 and related schedules accurately and on time.
• Perform compliance testing, including ADP and ACP testing, and manage cross-tested allocations.
• Assist with plan design and implementation tailored to client needs.
• Ensure adherence to ERISA and other U.S. laws governing retirement plans.
• Collaborate with clients and internal teams to resolve complex plan administration issues.
• Maintain proficiency in retirement plan regulations and industry best practices.

Senior Tax Plan Administration

Administrative Assistant

• Assemble completed tax returns in Adobe format for electronic delivery
• Maintain knowledge of appropriate systems and applications including Word, Adobe, Excel and Outlook
• File resources and/or documentation according to Firm electronic retention standards
• Interact with internal clients efficiently and professionally

Seasonal Administrative Assistant – Assembly

Financial Planning and Analysis

• Support the performance of engagements by managing and delivering timely and accurate accounting and financial reporting including the implementation of new accounting standards, account reconciliations and financial statement closing procedures, financial statement preparation, and on-demand government, higher education, and/or not-for-profit accounting support.
• A significant portion of the work performed centers in and around solving a government’s accounting and financial reporting challenges from staffing or event driven needs.
• In addition to serving as project manager on engagements and ensuring the quality of deliverables and a great client experience, you will assist in the identification of additional value-adding projects for your client base and other business development and growth activities.
• Planning, managing, and performing a variety of engagements including but not limited to: Accounting and Financial Close and Reconciliation Assistance, ACFR or financial statement Preparation, Implementation of New Accounting Standards, Accounting Analysis Related to Compliance with Laws and Regulations, Process Improvement and Finance Modernization, and Best Practice and High-Performance Government Accounting Support
• Assessing and evaluating client accounting challenges, developing tailored advisory solutions and establishing the timeline and scope of engagements
• Evaluating complex governmental or not-for-profit accounting situations and determining the appropriate treatment under GAAP
• Reviewing Annual Comprehensive Financial Report (ACFR) for accuracy and completeness against benchmarks such as GFOA’s ACFR review checklist
• Identifying best practices or other recommendations in client account reconciliation or other financial processes and develop and executive level report of the findings
• Providing status updates to client leadership on the current status of tasks and any findings or recommendations identified
• Overseeing firm objectives (engagement economics) and manage resources to ensure that established goals are met on each project assigned
• Ensuring team is up to date on related accounting pronouncements and industry developments and assisting with supervision of team members as assigned, including staff professional development, training, and performance evaluation utilizing firm developed tools and processes
• Developing content such as articles, podcasts, or webinars on governmental accounting matters to build brand recognition of GPS accounting advisory group
• Serving as a trusted advisor to clients, identifying opportunities for expanded services
• Developing outside relationships with a goal to foster long-term business development

Senior Manager, CFO Advisory, Accounting Advisory

Paralegal

• Provide support to legal department attorneys
• Organize and maintain case and matter files using a variety of automated procedures
• Actively manage subpoena response, document collection, and production
• Perform document reviews and analysis through e-discovery platforms
• Develop and manage searches and document retrieval
• Assist with internal annual compliance audits and other regulatory functions
• Support the workflow for legal review of contracts and other documents
• Assist with management of client bankruptcy and insolvency matters
• Identify opportunities to improve efficiency while providing flawless service
• Respond to internal inquiries regarding legal department functions
• Conduct cite checks and case pulls using Lexis and/or Westlaw database

Litigation Paralegal

• Manage client’s tax compliance needs
• Anticipate tax and business issues
• Recognize tax planning opportunities
• Lead tax staff in a fast-paced environment
• Demonstrate superior client service skills

Tax Senior Manager – South Florida

IT Support

• Manage audit engagements from planning to completion
• Collaborate with clients to gather necessary information
• Supervise and mentor audit staff
• Ensure compliance with regulatory standards

CBH