Supports audits, compilations, reviews, and tax return preparation for business and individual clients. Responsibilities include reviewing financial statements, communicating with clients, performing audit procedures, preparing basic tax returns, applying accounting and tax knowledge, managing budgets and deadlines, and developing professional and technical skills toward CPA certification.

The Business Development Specialist will drive client acquisition, lead generation, and relationship building in M&A advisory, while collaborating with deal teams and enhancing market presence.

Provides operational and administrative support for the firm’s learning programs, including course scheduling, LMS account administration, CPE tracking, compliance reporting, training facilitation, onboarding, data analysis, and course-material coordination. The role supports instructional design, manages learner records, coordinates with instructors and IT, maintains regulatory documentation, and responds to training inquiries.