Top Tech Jobs & Startup Jobs

Processes state-required entity renewal documents, verifies client information, updates CRM and state records, forwards regulatory notices, maintains filing records, responds to client inquiries, and supports compliance process improvements. The role requires accurate data entry, strong organization, written communication, cross-department coordination, and proficiency with Microsoft Office, Salesforce or similar CRM, and Google Suite.

Provides bookkeeping services for multiple clients, reviewing transaction categorization and coding, maintaining accurate records, resolving discrepancies, and preparing financial reports. The role includes client onboarding, monthly consultations, financial inquiry support, account management, and coordination with a global team. Candidates must manage at least 15 client accounts, communicate effectively about financials, and maintain high accuracy and timely service.

Provides paralegal and administrative support to attorneys and professional advisors. Responsibilities include answering client inquiries, conducting consultations and binder reviews, reviewing blueprints and legal documents, researching statutes and legal materials, maintaining client records, preparing consultations, and ensuring compliance with applicable laws. The role requires legal secretary or paralegal experience, strong communication and analytical skills, attention to detail, and CRM experience, with estate planning or corporate law experience preferred.

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.

Supervise and review bookkeeping staff, maintain a small client portfolio, ensure accurate and timely financial records, monitor team KPIs, resolve escalated client issues, provide bookkeeping services, and implement process improvements and standard operating procedures. The role requires strong bookkeeping and accounting knowledge, financial statement interpretation, client account management, and proficiency with QuickBooks and Excel.

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.

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.