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Prepare and review client bookkeeping, perform monthly account close-outs and reconciliations, generate weekly FP&A and monthly financial reports (P&L, Balance Sheet), and ensure accuracy through systematic checks and resolving discrepancies.

Serve as a trusted operational partner to a high-net-worth Principal by managing staff, schedules, domestic and international travel, vendors, projects, and daily operations. Build systems, recruit and onboard team members, solve problems proactively, and enable the Principal to focus on leadership, family, and philanthropy.

Senior Bookkeeper to review and audit client bookkeeping, perform monthly close-outs and reconciliations (bank, credit card, A/P, A/R), prepare and analyze monthly P&L and balance sheets, resolve discrepancies, and deliver timely reports to clients.

Provide administrative and project coordination support to the Director of Tax Strategy: manage calendars, coordinate client communications, gather tax documents, track return status and deadlines, prepare and input data for individual/business/sales tax returns, and perform straightforward tax research and IRS correspondence.

Oversee cash flow, invoicing, collections, vendor payments, and fleet expense tracking. Maintain accurate, audit-ready financial records in QuickBooks Online, coordinate with teams and bookkeeping, drive collections, and improve financial systems and processes to control expenses and ensure timely revenue collection.

Serve as the Principal's trusted extension to manage calendar, communications, travel, events, projects, and stakeholders. Coordinate domestic and international travel and logistics, lead follow-through on commitments, and protect the Principal's time by organizing priorities and ensuring successful execution of personal and professional responsibilities.