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Provide tax planning and technical review for closely held businesses; research complex tax issues; collaborate with partners, senior accountants, and clients; resolve tax issues, communicate recommendations, and grow client relationships.

Provide tax planning and technical review for closely held businesses; collaborate with partners, clients, and senior accountants to identify, research, and resolve complex tax issues; manage client tax projects and deadlines; communicate recommendations and foster client relationships.

Provide tax planning and compliance for high-net-worth individuals, trusts, and estates. Perform technical review of tax returns, research and resolve complex tax issues, collaborate with partners, clients, and senior accountants, and use tax software (CCH, Lacerte) to support client recommendations and relationship growth.

Manage accounting engagements for closely held and privately held businesses including compilations, reviews, financial statement preparation, client assignments, and related projects. Mentor and lead teams, communicate with clients, and use tax/audit software to support audit, compilation, review, and tax-related work.

Manage accounting engagements for closely held businesses, overseeing compilation, review, and audit projects; prepare reviewed/compiled financial statements; organize client assignments and financials; interact with CFOs and owners; coach, mentor, and direct team members to meet client and firm goals; use recognized tax, audit and accounting software.

Prepare complex corporate and high-net-worth individual tax returns, assist the accounting team, support mentoring and promotion paths, and use tax software (CCH ProSystem/Axcess or Lacerte) and MS Office. Role is primarily remote but requires Bay Area candidates able to work on-site as needed.

Lead IT strategy and operations, overseeing network, communications, infrastructure, internal/external systems, IT staff and PM teams. Manage vendor relationships, cybersecurity, disaster recovery, NIST compliance, change control, Microsoft (on-premise/hybrid and Azure) services including SharePoint and Office 365, budgeting, and technology selection to meet business needs.

Manage and organize client financials for closely held businesses. Perform full-charge bookkeeping, maintain the general ledger, prepare financial statements, support multiple client companies, work onsite at client locations, and communicate with client teams. Ensure organization and timely completion of accounting tasks using QuickBooks and Excel.

Onsite Controller for a Northern Bay Area commercial construction firm. Manage construction accounting including job costing, P&L, budgets, projects, union payroll and fringe benefits, insurance audits/claims, company tax preparation, incident reporting, and lead financial decision-making. Requires strong communication, accuracy, independence, and proficiency with MS Office and construction accounting software.