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Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Lead and manage complex tax compliance engagements, provide client guidance, perform detailed reviews, and mentor staff while seeking new business opportunities.
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AdobeAxcessCasewareExcelGo File RoomPowerPointRiaWord
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
The Tax Manager will oversee tax advisory services for medical practices, manage tax staff, and develop client relationships, ensuring compliance with standards.
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AdobeAxcessCasewareExcelGo File RoomPowerPointRiaTax Preparation SoftwareWord
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Manage financial reporting for family office clients, oversee budgeting, forecasting, provide technical accounting assistance, and develop staff.
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Bill.ComIntaactMicrosoft Office SuiteNetSuiteQuickbooks Online
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Manage tax compliance and advisory for clients, lead client relationships, conduct technical research, and train staff. Focus on business development and relationship-building.
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AccountingCpaCpeFinancial ReportingTax ComplianceTax Regulations
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Manage tax compliance and advisory for high net worth clients, lead relationships, build teams, and ensure technical competency in tax services.
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AccountingCpaCpeTax Compliance
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Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Lead CFO-level client advisory engagements, manage change initiatives, provide financial analysis, develop client budgets, and mentor staff.
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Bill.ComIntaactNetSuiteQuickbooks Online
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Manage financial reporting for skilled nursing clients, assist with budgeting and forecasting, develop team members, and improve processes.
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Bill.ComIntaactMicrosoft Office SuiteNetSuiteQuickbooks Online
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Manage a team of insurance tax professionals, grow client relationships, perform tax research, and ensure compliance for insurance clients' tax matters.
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AccountingCpaTax Research
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Manage tax compliance engagements, supervise staff, and ensure timely communication with clients while maintaining technical tax expertise.
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AdobeCasewareExcelIdeaPowerPointProsystemsRiaWord
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Manage tax compliance engagements, communicate with clients, review tax work, provide training, and maintain technical expertise in tax areas.
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AdobeCasewareExcelGo File RoomPowerPointTax Preparation Software (Axcess)Tax Research Software (Ria)Word
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