BambooHR

Customer Success Manager

• Supervise and support the administrative team across multiple locations.
• Assign tasks, manage workloads, and ensure timely completion of client support activities.
• Conduct regular team meetings and performance reviews.
• Train new employees in the Firm’s and Client Services teams policies, procedures, and best practices.
• Ensure coordinators are kept informed about changes within the Firm or procedures.
• Oversee schedules, verify time recording accuracy, and manage PTO requests.
• Ensure consistent, high-quality administrative support for client engagements.
• Serve as a point of escalation for client service issues related to administrative functions.
• Prepare monthly client reports summarizing KPI for the team.
• Develop and refine administrative processes to improve efficiency and accuracy.
• Implement best practices for document handling, scheduling, and communication.
• Collaborate with other departments to streamline cross-functional workflows.
• Identify opportunities to update or improve client service procedures.
• Assist with development of bi-annual team meetings.
• Assist with budget preparation for the Client Services Team.
• Oversee use of administrative tools and platforms (Aiwyn, SafeSend, UT, etc.).
• Train team members on systems and ensure data integrity and security.
• Recommend and implement new technologies to enhance service delivery.
• Ensure administrative practices comply with firm policies and industry regulations.
• Maintain confidentiality of client and firm information at all times.
• Oversees interviewing, hiring, corrective actions, and terminations in accordance with policy.

Client Experience Manager

• Responsible for managing an increased volume of clients and projects
• Preparation and review of all tax filings and reporting in compliance with all regulations required
• Evaluates tax implications of company activities and develop strategies to minimize tax obligations
• Advises management on future changes to tax regulations and possible implications for the organization
• Directly responsible for managing, training, and development of multiple direct reports which may include Associates, Senior Associates, and Manager

Senior Tax Manager

• Successfully prepares challenging and complex federal and state tax returns primarily for individuals, partnerships, trusts, and corporations.
• Prepare, review and organize tax information so it can be easily interpreted by a reviewer or client.
• Recognize, anticipate and resolve tax issues; make recommendations to management team.
• Seeks guidance and feedback from more senior employees as needed to limit rework by producing quality deliverables on the first attempt.
• Effective prioritization of work based on deadlines and commitments; meets those deadlines and commitments by meeting productivity and efficiency standards.
• Exceeds internal and client expectations by producing quality work, quick turnaround, and attentive services.
• Assists in the development of other team members by taking the time to teach and share information and skills that are critical to their current and future work; makes oneself available to answer questions and is responsive.
• Working with tax managers and directors on how to build, develop, and maintain positive client relationships by providing timely and unmatched client service while exceeding client expectations.
• Working with tax managers and directors on how to deliver comprehensive, long-term tax strategies and consulting services.
• Working with tax managers on how to accurately scope a new project and construct a fee estimate/budget.
• Beginning to participate in the proposal process for potential new clients including the development of strategic tax planning.
• Facilitates cross-communication between staff members who serve the same client.
• Promote firm services to existing and prospective clients.
• Effectively navigate various software programs and tools used by the firm.
• Perform other duties as needed.

Senior Tax Associate

Accountant

• Manage all accounting entries including management of accounts payable.
• Manage month-end and year-end closing processes.
• Prepare monthly financial reports with detailed variance analysis to provide key insights to Senior management.
• Prepare annual audited financial statements, ensuring compliance with IFRS.
• Collaborate with external auditors during financial audits.
• Develop and implement robust internal controls to ensure the accuracy and integrity of financial records.
• Stay updated on accounting standards, regulations, and industry best practices.
• Ad hoc reporting duties as requested.

Senior Corporate Accountant

Artificial Intelligence

• Operationalizing Bluprintx’s AI and agentic digital workforce strategy
• Driving the roadmap for AI-enabled services
• Managing relationships with AI technology partners
• Ensuring programs translate into internal and client value
• Collaborating with sales, solutions, delivery, and shared services teams

Director of AI – Digital Workforce Management

• Prepare accurate and timely monthly management accounts, including journals, reconciliations, and supporting schedules.
• Perform detailed variance analysis, highlighting drivers of performance and key movements.
• Own the cashflow forecasting process, ensuring assumptions are reliable and reconciled to underlying data.
• Maintain and reconcile balance sheet accounts, ensuring issues are identified and resolved promptly.
• Assist in budgeting and forecasting cycles with reliable data, schedules, and insights.
• Maintain and apply key financial policies including revenue recognition and commission schemes, ensuring compliance and consistency across entities.
• Coordinate monthly payroll processing, ensuring completeness, accuracy, and timely submission.
• Manage and submit VAT returns, supported by accurate reconciliations and clear documentation.
• Support continuous strengthening of financial controls, documentation, and process standardisation across the group.
• Assist with group consolidation processes, including intercompany reconciliations and eliminations.
• Prepare technical accounting papers for non-routine or complex transactions with guidance from senior team members.
• Support statutory reporting under UK GAAP and liaise with external auditors during year end.
• Use Advanced Excel to analyse data, manage reconciliations, and improve monthly workflows.
• Work within the group ERP (Sage Intacct) to maintain accurate records, posting logic, and system-based controls.
• Understand system flows and contribute to improvements in integrations between ERP and operational systems.

Group Management Accountant

Business Development Rep

• Maintain accurate and up-to-date records of activities, leads, and opportunities in the CRM (HubSpot)
• Help to organize private investor events, such as lunches and roundtables
• Responsible for post sales admin, follow up and reporting
• Collaborate with marketing and internal teams to improve sales outcomes
• Act as the primary point of contact for select clients, managing ongoing accounts and sales-related projects
• Act as secondary support and sales follow up for relationships managed by Head of Region.
• Manage, support and grow relationships with existing clients
• Identify and develop new business opportunities within the UAE market