415 Group Benefits Overview

Supports tax professionals by organizing client documents, setting up clients and projects, maintaining electronic records, preparing completed tax returns for delivery, tracking workflows, communicating about missing information, and performing administrative and data-entry duties. The role requires strong organization, accuracy, deadline management, communication, and proficiency with Microsoft Office and tax software.

Supervise recurring accounting engagements for multiple business and nonprofit clients. Review general ledgers, reconciliations, journal entries, financial statements, and management reports; analyze financial information; support budgeting and forecasting; and provide practical client recommendations. Lead, review, train, and mentor accounting team members while managing deadlines, engagement budgets, documentation, workflows, and client relationships.

Manage internal accounting and payroll operations, including month-end and year-end close, general-ledger maintenance, reconciliations, financial reporting, payroll processing through ADP, accounts payable, tax filings, audits, internal controls, and process improvements. Support budgeting, forecasting, cash monitoring, and communication with employees, leadership, and vendors.