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Manage bookkeeping and financial records for multiple clients, prepare and analyze financial statements, reconcile accounts, process payroll, support budgeting and forecasting, and assist with year-end close and tax filings. The role also involves client relationship management, responding to client concerns, maintaining documentation, and supporting client projects.

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.