Kaufman Rossin

Accountant

• Perform end-to-end portfolio fund accounting processes, including fund transactions, reconciliations, valuations, corporate action processing, and production of financial and investor statements
• Prepare Net Asset Value workpapers and reports and performance reports for investment managers, investors, and third parties
• Prepare financial statements, including statements of assets and liabilities, net asset value per share, operations, changes in shareholders’ equity, and cash flows
• Ensure investments and securities are accounted for correctly across equities, fixed income, options, futures, private placements, private equity investments, and other derivatives
• Collaborate directly with peers in the US

Senior Fund Accountant

• Integrate coursework learning with hands-on accounting and tax knowledge
• Gain additional credentials and practical experience
• Ask questions and participate actively in assignments
• Meet the learning goals of each assignment and term
• Share ideas, suggestions, and opinions
• Work and learn in a people-first environment
• Complete a hybrid internship with two days per week in-office
• Structure internship hours around class schedule
• Work 20 to 40 hours per week
• Potentially extend the internship or transition to long-term employment after completing undergraduate education

International Tax Intern

Marketing

• Own and execute the go-to-market strategy for Risk Advisory, aligning marketing and business development efforts with practice priorities
• Develop and refine positioning, differentiators, and ideal client profiles to support market growth and firm strategy
• Lead integrated marketing campaigns, including webinars, thought leadership, account-based marketing, events, email nurture, and LinkedIn initiatives
• Partner with subject matter experts to develop articles, whitepapers, case studies, client-ready materials, and other thought leadership content
• Create sales enablement tools, including proposals, pitch decks, talk tracks, competitive insights, and pursuit materials
• Support pipeline growth by building target account lists, monitoring funnel activity, and facilitating regular pipeline and account reviews
• Partner with Marketing, Business Development, and practice leadership to leverage shared resources and ensure alignment across initiatives
• Oversee event strategy and execution, including sponsorships, partnerships, and post-event follow-up to maximize ROI
• Track, analyze, and report on key performance metrics, ensuring CRM accuracy and delivering actionable insights to leadership
• Serve as the day-to-day marketing and business development lead for the Risk Advisory Services practice
• Work within the Marketing Center of Excellence, with a dotted line to the Risk Advisory Practice Leader
• Collaborate with leadership, professionals, Business Development, and Marketing team members across content, digital, PR, operations, and events

Service Line Marketer

Administration

• Own user access across all IT-administered applications, including provisioning, deprovisioning, role assignment, and least-privilege standards
• Manage joiner, mover, and leaver processes
• Maintain auditable access matrices and conduct quarterly access reviews
• Handle temporary elevated access, guest users, and cross-platform provisioning
• Own the renewal calendar and produce monthly seat utilization reports
• Maintain the authoritative application registry
• Configure, test, and troubleshoot Azure Entra ID SSO for supported applications
• Configure new applications, including user directory, SSO, MFA enforcement, and role structures
• Review vendor security documentation and govern shadow IT
• Manage vendor support relationships and triage platform issues
• Monitor critical platform health and notify stakeholders proactively
• Maintain the IT knowledge base and administration documentation
• Mentor the Junior Application Administrator
• Identify automation and process improvement opportunities

Application Administrator

• Prepare complex tax returns for individuals, partnerships, corporations, private equity funds, and other entities
• Conduct first-level review of returns prepared by interns and lower-level staff
• Assist Managers with client interactions, information gathering, tax issue resolution, and business/process improvement recommendations
• Manage engagement budgets effectively
• Train and mentor interns and staff
• Resolve minor issues directly with the IRS and other tax authorities
• Participate in professional development and business development activities
• Provide tax planning and tax compliance services to inbound and outbound owner/entrepreneurial clients

Senior Tax

Salesforce Developer

• Own end-to-end solution design for Salesforce initiatives
• Lead technical discovery with the Bengaluru PO/BA and US stakeholders
• Define and enforce Salesforce development standards across the team
• Review and approve code and configuration changes from the Junior Salesforce Developer
• Lead Salesforce release planning, CI/CD deployments, testing, and production release governance
• Identify technical debt, platform risks, deprecated functionality, API dependencies, and scaling constraints
• Design and build complex Flows, Apex triggers, Batch Apex, Queueable Apex, scheduled processes, asynchronous processing, and Lightning Web Components
• Lead Sales Cloud data model and security/sharing architecture
• Design, configure, test, deploy, and improve Agentforce agents and Prompt Builder templates
• Establish Agentforce testing, quality assurance, security, governance, monitoring, and adoption practices
• Own Service Cloud architecture, case management, automation, Service Console, entitlements, milestones, SLA policies, integrations, and analytics
• Own Experience Cloud site architecture, development, authentication, member access, Knowledge capabilities, performance, and security
• Own Salesforce data governance, duplicate management, validation architecture, migrations, enrichment, dashboards, and exception reporting
• Own the Salesforce DevOps pipeline and sandbox strategy using Salesforce CLI, VS Code, Git, and Azure DevOps CI/CD
• Conduct platform health reviews and maintain Salesforce security posture
• Mentor and coach the Junior Salesforce Developer
• Maintain technical documentation, architecture diagrams, API inventories, deployment runbooks, Agentforce documentation, and release notes
• Monitor Salesforce product and feature retirements and develop remediation plans

Senior Fund Accountant

International Tax Intern

Service Line Marketer

Application Administrator

Senior Tax

Senior Salesforce Developer