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Maintains bookkeeping and accurate financial records for multiple clients. Prepares and analyzes financial statements, reconciles bank and credit card accounts, manages accounts payable and receivable, processes payroll, supports budgeting and forecasting, and assists with year-end close and tax filings. The role also involves managing client relationships, addressing concerns, maintaining documentation, and supporting client projects.

Supports Client Accounting Services for small business and nonprofit clients by recording transactions, reconciling accounts, maintaining schedules, processing accounts payable and receivable, assisting with payroll, preparing monthly financial reports, resolving variances, and maintaining organized documentation. The role also involves client communication, standardized workflows, and process improvement in a remote, cloud-based accounting environment.

Supports Client Accounting Services for small businesses and nonprofits by recording transactions, performing reconciliations, maintaining balance sheet schedules, processing accounts payable and receivable, assisting with payroll, preparing monthly financial reports, resolving basic variances, and maintaining organized workpapers. The role also involves client and team communication, following standardized procedures, and contributing to process improvements.

Manage bookkeeping for multiple non-profit clients, prepare and analyze financial statements, reconcile bank and credit card accounts, handle accounts payable/receivable, process payroll, assist with budgeting/forecasting, support year-end close and tax filings, and maintain client relationships and financial records.

Lead and oversee the firm's tax function: review and approve business and individual tax returns, develop proactive client tax strategies, mentor and train staff, establish tax best practices, and help build and scale the tax team and processes over time.

Lead the firm's tax function: oversee preparation and review of business and individual tax returns, develop proactive tax strategies, advise clients, establish tax best practices, mentor and manage staff, and help build and scale the tax function.