Meet Our New York CEO & FOUNDER

A trusted communication partner to the CEO & Founder, the Communications Associate specializes in turning highly technical tax, accounting, and financial planning information into clear, client-friendly conversations. Whether responding to inquiries, explaining strategies, or clarifying complex financial matters, this role ensures clients receive information quickly, accurately, and in a way they can easily understand. The ability to communicate complex ideas effectively in the moment is one of the firm's most valuable competitive advantages.

A key member of the firm's operations team, the Staff Coordinator Associate helps keep the organization running smoothly by coordinating staff activities, managing workflows, monitoring deadlines, and supporting team accountability. Working directly with the CEO & Founder, this role serves as the operational heartbeat of the firm, ensuring projects move forward efficiently and that both team members and clients receive exceptional support.

A key member of the firm's growth team, the Business Development Associate helps expand the firm's reach by developing relationships, nurturing leads, and creating opportunities for meaningful client conversations. Reporting directly to the Staff Coordinator, this role identifies client needs, communicates the firm's value, and helps guide prospective clients toward the solutions that best fit their goals. The ability to quickly build trust and communicate value is one of the firm's greatest competitive advantages.

A key member of the firm's tax team, the Tax Associate helps clients stay compliant while uncovering opportunities to reduce tax liabilities and improve financial outcomes. Reporting directly to the Staff Coordinator, this role prepares tax returns, researches technical tax matters, and supports proactive planning strategies for individuals and businesses. The ability to quickly understand tax issues and develop practical solutions creates significant value for clients.

A key member of the firm's financial services team, the Accountant Associate helps clients maintain organized financial records, gain meaningful insights from their numbers, and make informed business decisions. Reporting directly to the Staff Coordinator, this role supports bookkeeping, reconciliations, financial reporting, and accounting projects that help clients stay compliant while building stronger businesses. The ability to turn financial data into actionable information creates tremendous value for clients.

A key member of the firm's support team, the Admin Associate serves as the operational backbone of the organization. Reporting directly to the Staff Coordinator, this role helps coordinate client interactions, manage schedules, organize documentation, and ensure administrative tasks are completed accurately and on time. The ability to anticipate needs, stay organized, and maintain a high level of professionalism contributes significantly to the firm's success.

Reports directly to the Staff Coordinator and has the opportunity to work under the supervision and mentorship of the CEO & Founder, a licensed Certified Public Accountant (CPA). This role supports tax, accounting, advisory, and operational initiatives while providing hands-on exposure to real client engagements and modern CPA firm operations.

Interns who demonstrate strong performance, professionalism, technical aptitude, reliability, and a commitment to growth may be eligible for participation in the firm's CPA Career Track. This track provides the opportunity to gain qualifying supervised experience under a licensed CPA, subject to the firm's minimum requirements, performance standards, and applicable state licensing regulations.

Individuals who learn quickly, take initiative, communicate effectively, and consistently seek opportunities to grow are among the firm's most valuable future assets.