• Lead day-to-day operations of attest engagements (audits, reviews, compilations, and agreed-upon procedures). • Supervise and mentor junior and senior associates during fieldwork and throughout the engagement cycle. • Review workpapers and draft financial statements to ensure compliance with professional standards (GAAS, SSARS, and other relevant frameworks). • Identify and resolve accounting and audit issues with guidance from managers or partners as needed. • Serve as a primary point of contact for clients during engagements to coordinate requests and deliverables. • Assist with engagement planning and scheduling, ensuring adherence to budgets and deadlines. • Participate in staff training, development, and performance evaluations.

• Provide systems support to all areas of the profit center’s client interactions • Manage master data, including creation, updates, deletions, and ongoing data integrity • Oversee dealer onboarding processes, ensuring accurate system setup and alignment with operational standards • Review and validate system configurations for new and existing users, making adjustments and corrections as needed • Provide quality assurance for imported data and ensure consistency across systems • Assist in the development and delivery of reports, dashboards, and data analysis to support business decisions • Support the data warehouse by identifying and revising reporting requirements in collaboration with stakeholders • Evaluate, test, and implement new or upgraded software systems; contribute to strategic decisions regarding system enhancements • Communicate with carriers to provide accurate data, resolve discrepancies, and support operational needs • Collaborate with external agencies to provide rate development support using current structures, product data, and custom reporting • Recommend and implement process improvements to enhance operational efficiency and data accuracy • Handle confidential data and information in accordance with company policies and compliance standards • Engage in continuous personal and professional development to stay current with industry trends and technologies

• Provide Level 1 and Level 2 support for end users via Jira Service Management. • Troubleshoot and resolve hardware, software, and access issues across Windows and macOS devices. • Support Microsoft 365 applications and services, including Outlook, Teams, OneDrive, and SharePoint. • Triage, prioritize, and resolve tickets according to SLAs, defined workflows, and support best practices. • Escalate issues appropriately with clear documentation, including troubleshooting steps and context. • Provision and support endpoints, including onboarding and offboarding activities. • Support endpoint management platforms such as Intune (Windows) and Jamf (macOS). • Assist with user access, permissions, and identity-related issues. • Contribute to and maintain technical documentation and knowledge articles. • Follow ITIL-aligned practices for incident, request, and problem management. • Participate in continuous improvement of IT support processes and workflows.

• Provide Tier 1-2 technical support via phone, email, chat, and ticketing system for remote employees across multiple locations. • Manage and escalate tickets appropriately, ensuring timely follow‑up and clear communication. • Troubleshoot and resolve issues related to Windows/Mac workstations, accessories, mobile devices, and legal‑industry software. • Support Google Workspace & Microsoft 365, document management systems, video conferencing, and authentication tools. • Assist with new‑hire onboarding, including account setup, device configuration, and user orientation. • Maintain accurate documentation of issues, solutions, and workflows. • Collaborate with IT leadership on process improvements, recurring issue analysis, and system enhancements. • Ensure adherence to security policies, confidentiality requirements, and compliance standards relevant to legal environments. • Support call center operations (preferred): UCaaS/CCaaS troubleshooting, queue monitoring, softphone setup, and user support. • Identifying opportunities to improve systems, processes, or outcomes—not just following existing playbooks.