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Support strategic sales pursuits by developing high-quality proposals, slide decks, and meeting materials; coordinate pursuit team meetings; maintain proposal templates and sales tool library; advise on best practices and use automation tools to streamline drafting while ensuring brand consistency and timely delivery.

Perform day-to-day bookkeeping for multiple clients: update bank and credit card feeds, code transactions, process bills via platforms (Bill.com, QBO, ReceiptBank, Dext), assist AR tasks, post JEs, reconcile accounts, prepare financial reports with variance analysis, and perform self-review and coordination with senior staff.

Support the Office of the CFO from the Philippines by preparing and analyzing monthly financial results, management reports, budgets, forecasts, consolidated reporting, and operational dashboards. Collaborate with accounting, FP&A, and operations; assist with M&A integrations and post-acquisition analysis; document processes and recommend improvements; and perform ad hoc strategic analyses to inform leadership decisions. Night shift (8:00 PM–5:00 AM) and cross-time-zone collaboration with U.S. teams required.

Perform weekly and monthly accounting tasks for assigned clients including reconciliations, journal entry verification and adjustments, bank/credit card transaction imports and coding, payroll journal entries, month-end closes, balance sheet and revenue reconciliations, workpaper updates, and support Senior Accountant and managers with client requests, process documentation, 1099 preparation, and review using Excel formulas.

Lead and manage a team of tax professionals delivering federal tax consulting and compliance for private clients. Develop tax strategies, prepare and review returns (S-Corp, Partnership, Individual, Corporate), conduct tax research, advise on M&A and restructuring, manage client relationships, and mentor staff.

Perform and document financial statement audits, prepare audit work papers and adjusting trial balances, compile written audit reports, build client and coworker relationships, and travel approximately 15–20% of the time.

Perform and document audits for private and nonprofit clients, prepare workpapers and adjusting trial balances, assemble financial statements, use audit software (CaseWare) and Excel, manage engagement timing, communicate findings to clients and teammates, and foster professional relationships.

Perform and document financial audits, prepare audit work papers and adjusting trial balances, compile financial statements, build client and coworker relationships, and travel approximately 15–20% for engagements.

Lead and manage M&A tax engagements including due diligence, deal structuring, sell-side work, and post-transaction support. Advise clients on tax implications, perform technical research (Sections 382/338/1202, partnerships, consolidated returns), review financial/tax data, collaborate with cross-functional teams, mentor junior staff, and develop tools and best practices. Hybrid role with up to 25% travel.

Lead review and oversight of weekly/monthly accounting work, train and support associate accountants, perform client onboarding and complex clean-up tasks, prepare management reports, assist with process improvements, and act as team leader in manager absence.