Coordinate and execute accounting and finance onboarding for new clients, including payroll setup, general ledger mapping, reconciliations, first-month full-charge bookkeeping, journal entries, documentation, and handoff to internal accounting teams while improving processes and ensuring SLAs.

Serve as primary tax expert and hands-on preparer/reviewer for assigned clients. Manage multi-entity, multi-state compliance and planning, oversee outsourced preparers, develop internal tax processes, advise on M&A and nonprofit tax issues, deliver tax training, and collaborate with cross-functional teams to ensure accurate, timely filings.

Lead financial and accounting operations including internal controls, audits, budgeting, cash management, tax and audit coordination, job costing and P&L reporting. Oversee payroll, commissions, benefits administration, employee performance management, vendor insurance and surety relationships, and maintain accounting policies and procedures.