Top Tech Jobs & Startup Jobs

Prepares and reviews complex individual and business tax returns, communicates with clients and tax authorities, mentors junior staff, leads projects, and improves tax processes. The role requires managing multiple deadlines, maintaining accurate documentation, and delivering compliant, high-quality tax work. It supports returns including Forms 1040, 1120, 1120S, 1065, and 1041, with opportunities to pursue EA or CPA credentials.

Prepare and review individual and business tax returns, including Forms 1040, 1120, 1120S, 1065, and 1041. Communicate with clients and tax authorities, organize documentation, assist with bookkeeping cleanup, support junior staff, and improve tax preparation processes. Ensure accurate, timely, and compliant work while managing multiple deadlines.

Provides bookkeeping services for multiple client accounts, reviewing transaction categorization and coding, maintaining accurate records, resolving discrepancies, and preparing financial reports. The role also manages client onboarding, monthly check-ins, consultations, financial inquiries, and account relationships while coordinating with a global service team.

Supports Sales Advisors and clients by scheduling appointments, responding to inquiries, coordinating sales-order transitions, and drafting and processing proposals. Maintains accurate client records in Salesforce and collaborates with Client Success, Tax Accounting, and Bookkeeping teams. Requires strong organization, communication, attention to detail, problem-solving, and the ability to manage changing priorities independently and collaboratively.

Leads the Bookkeeping and Client Accounting organization, overseeing service delivery, operational excellence, workforce planning, technology optimization, client experience, financial performance, and continuous improvement. Develops department leaders, manages KPIs and budgets, standardizes workflows, supports automation, ensures compliance and data security, and scales hybrid onshore/offshore operations through cross-functional partnerships.

Provides legal advice to clients on estate planning, asset protection, and business planning. Drafts and reviews legal documents, answers online legal questions, manages client relationships, collaborates with paralegals, mentors team members, and ensures compliance with applicable laws and ethical standards.

Provides bookkeeping services for multiple clients, reviewing transaction categorization and coding, maintaining accurate records, resolving historical discrepancies, and preparing financial reports. The role also manages client onboarding, monthly check-ins, consultations, financial inquiries, and account relationships while coordinating with a global service team.

Provides paralegal and administrative support to attorneys and professional advisors. Responsibilities include answering client questions, conducting consultations and binder reviews, reviewing blueprints and legal documents, researching statutes and decisions, maintaining records, preparing consultations, and ensuring compliance with applicable laws. The role requires strong communication, attention to detail, critical thinking, legal research ability, and experience with CRM systems.

Provides bookkeeping services for multiple clients, reviewing transaction categorization and coding, maintaining accurate records, resolving historical discrepancies, and preparing financial reports. The role also includes client onboarding, monthly consultations, financial inquiry support, account management, and collaboration with a global service team. Success requires strong accounting knowledge, accuracy, organization, client communication, and the ability to manage at least 15 client accounts simultaneously.

Supervise and review a bookkeeping team serving multiple clients. The role ensures accurate and timely financial records, monitors team KPIs, supports employee development, handles escalated client concerns, maintains a small client portfolio, and implements process improvements and standard operating procedures. Responsibilities also include ensuring client satisfaction, reviewing bookkeeping work for compliance, and managing team performance.