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Prepares financial statements, maintains general ledgers, processes payroll and tax filings, reconciles bank and customer accounts, manages accounts payable and receivable, supports audits, and coordinates accounting software updates. The role requires strong knowledge of financial and cost accounting, GAAP, accounting software, Microsoft Office, organization, attention to detail, and communication skills.

Lead month-end and year-end close processes, prepare and review journal entries, reconciliations, and financial statements, analyze results, support budgeting and forecasting, coordinate audits, maintain compliance with accounting standards and internal controls, oversee fixed assets and intercompany reconciliations, improve reporting processes, provide technical accounting guidance, and mentor junior accountants.

Oversee company financial records, accounting personnel, internal controls, compliance, reporting, payroll, accounts payable and receivable, tax filings, cash reporting, dashboards, and asset security. Supervise accounting and administrative staff, coordinate with clients, accountants, the President, and IT, and ensure accurate and timely financial operations across associated entities.

Coordinates client service operations for an accounting and tax services firm. Responsibilities include collecting and organizing client information, coordinating deliverables and outsourced tax returns, maintaining client records, scheduling meetings, supporting prospect pipelines and onboarding, communicating with investment advisors and internal teams, and ensuring a high-quality client experience. The role requires strong organization, attention to detail, communication, software proficiency, discretion, and flexibility during seasonal peak workloads.

Supports the tax department by onboarding clients, managing records and documents, preparing extensions, restoring QuickBooks files, coordinating tax information, communicating with clients, and assisting leadership with scheduling, reporting, project tracking, and process improvement. The role requires strong organization, communication, Excel, QuickBooks, tax administration, and deadline-management skills while supporting nonprofit clients.