Cloud Accountant Staffing

Auditor

• Plan the engagement: Define scope, materiality, and risk assessment; build audit programs tailored to client size, industry, and control environment
• Understand & test controls: Perform walkthroughs of key processes (rev rec, purchasing, payroll, inventory), document narratives/flowcharts, and test design & operating effectiveness
• Execute substantive work: Design and perform substantive analytical procedures and tests of details (confirmations, cut-off, existence/valuation, completeness)
• Revenue & leases focus: Evaluate ASC 606 revenue recognition (contracts, performance obligations, variable consideration) and ASC 842 lease accounting (classification, ROU assets, discount rates)
• Key estimates & areas: Audit AR allowances, inventory (lower of cost or NRV), impairments, contingencies, share-based comp, and depreciation/amortization
• Sampling & data: Apply defensible sampling approaches; reconcile populations; leverage data tools (queries, pivots) to spot outliers and anomalies
• Workpapers that tell a story: Build PBC lists, tie-outs, and cross-references; maintain GAAS-compliant documentation with clear conclusions and reviewer-ready notes
• Findings & recommendations: Identify control deficiencies, propose remediation steps, and communicate status/findings with calm, client-friendly clarity
• Compliance & updates: Stay current on US GAAS (AICPA) and relevant GAAP updates; apply firm methodology consistently; support EQR/reviewer comments promptly
• Close the loop: Manage wrap-up, representation letters, subsequent events procedures, and final reporting deliverables (management letters, audit reports)

US Auditor, Latin America

Customer Support

• Be the calm, capable voice on the other end of every freight call.
• Keep customers updated, coordinate with drivers and dispatch, and make sure every load is tracked, communicated, and on time.
• Handle quote and booking requests, real-time tracking updates, delivery ETAs, and service issues.
• Work inside a Transportation Management System (TMS), coordinate with drivers and internal operations, and support the brokerage team.

Executive Assistant, Customer Care Focus

• Receive and process freight quote and booking requests
• Provide real-time shipment tracking updates and accurate ETAs
• Handle service issues, delays, and complaints with a calm, professional tone
• Escalate appropriately when issues require operations or leadership input
• Coordinate with drivers and internal operations on pickups, deliveries, and route updates
• Assist with load entry, documentation, and TMS updates
• Support the brokerage division with last-minute or time-sensitive shipment coordination
• Use the company's TMS to track shipments, manage resources, and generate reports
• Stay sharp on email, phone, and chat communication tools
• Keep records and documentation organized and accessible
• Communicate confidently about freight types (Dry Van, Reefer, Flatbed, LTL, etc.)

Executive Assistant – Customer Care Focus

• Be the voice clients trust on every load.
• Receive and process freight quote and booking requests
• Provide real-time shipment tracking updates and accurate ETAs
• Handle service issues, delays, and complaints with a calm, professional tone
• Escalate appropriately when issues require operations or leadership input
• Keep trucks, drivers, and customers in sync.
• Coordinate with drivers and internal operations on pickups, deliveries, and route updates
• Assist with load entry, documentation, and TMS updates
• Support the brokerage division with last-minute or time-sensitive shipment coordination
• Work cleanly in the tools that move freight.
• Use the company's TMS to track shipments, manage resources, and generate reports
• Stay sharp on email, phone, and chat communication tools
• Keep records and documentation organized and accessible
• Communicate confidently about freight types (Dry Van, Reefer, Flatbed, LTL, etc.)
• Understand basic logistics workflows: pickup → transit → delivery → POD
• Bring a safety-first, reliability-first mindset to every interaction

• Be the final checkpoint in the tax workflow — the reviewer of record.
• Review completed returns across 1040, 1120, 1120-S, and 1065; ensure accuracy prior to filing.
• Spot calculation errors, missed elections, and documentation gaps; coordinate with preparers to resolve.
• Communicate directly with clients to clarify questions about the return itself with clear answers.
• Work in Drake and a proprietary internal platform with training provided.
• Maintain audit-ready workpapers and documentation trails.

US Tax Reviewer

• Be the final checkpoint before filing.
• Review completed returns across 1040, 1120, 1120-S, and 1065 — federal and multi-state
• Verify K-1s, capital accounts, basis, at-risk, §199A treatment, and reasonable comp where applicable
• Reconcile book-to-tax adjustments, depreciation schedules, and carryforwards (NOL, capital loss, AMT, PALs)
• Validate apportionment, nexus, composite/PTE elections, and state-specific quirks
• Confirm e-file readiness: forms, signatures, acknowledgments, and extensions
• Identify gaps, errors, or unclear treatment in prepared returns
• Write clear, actionable review notes preparers can resolve without back-and-forth
• Coordinate with the preparer through resolution; verify fixes before final sign-off
• Escalate technical questions to internal U.S.-based colleagues when needed
• Respond to client questions specifically about line items, calculations, or filings on the prepared return
• Explain results clearly without offering advisory or planning recommendations
• Redirect advisory questions to the appropriate party
• Maintain audit-ready workpapers and documentation trails

• Review completed returns across 1040, 1120, 1120-S, and 1065 — federal and multi-state
• Verify K-1s, capital accounts, basis, at-risk, §199A treatment, and reasonable comp where applicable
• Reconcile book-to-tax adjustments, depreciation schedules, and carryforwards (NOL, capital loss, AMT, PALs)
• Validate apportionment, nexus, composite/PTE elections, and state-specific quirks
• Confirm e-file readiness: forms, signatures, acknowledgments, and extensions
• Identify gaps, errors, or unclear treatment in prepared returns
• Write clear, actionable review notes preparers can resolve without back-and-forth
• Coordinate with the preparer through resolution; verify fixes before final sign-off
• Escalate technical questions to internal U.S.-based colleagues when needed

US Tax Reviewer, Latin America

• Prepare federal and state filings across all major entity types
• Solve missing pieces before they become problems
• Ensure that returns are review-ready on the first pass
• Communicate directly with clients to request documents and clarify details
• Manage multiple client files without losing context
• Track outstanding items and chase them down before they hold up the file
• Partner with U.S.-based colleagues on document context and tax treatment decisions
• Hand off to the Tax Reviewer with a clean file and a clear summary of decisions made
• Use Drake tax software and proprietary internal platform

US Tax Preparer

• Prepare returns that are review-ready on the first pass.
• Federal and state preparation across 1040, 1120, 1120-S, and 1065
• State filings tied to every applicable federal return, including NYC local tax where relevant
• Request missing documents and clarify ambiguous information directly with clients
• Keep clients informed about where their return stands
• Partner with U.S.-based colleagues on document context and tax treatment decisions
• Manage multiple client files in parallel without losing the thread

• Prepare returns that are review-ready on the first pass.
• Federal and state preparation across 1040, 1120, 1120-S, and 1065
• State filings tied to every applicable federal return, including NYC local tax where relevant
• Schedules, K-1s, depreciation, basis tracking, carryforwards, and supporting workpapers
• Roll forward prior-year returns; map trial balances and source documents to the current-year workplan
• Clean, consistent documentation so the reviewer can trace every number to its source
• Request missing documents and clarify ambiguous information directly with clients
• Write concise, specific follow-ups (no fishing expeditions)
• Track outstanding items and chase them down before they hold up the file
• Keep clients informed about where their return stands
• Partner with U.S.-based colleagues on document context and tax treatment decisions
• Surface judgment calls early rather than burying them in the workpapers
• Hand off to the Tax Reviewer with a clean file and a clear summary of decisions made
• Keep folders organized, naming consistent, and documentation complete so the reviewer can follow your work quickly

US Tax Preparer, Latin America

Payroll

• Drive payroll cycles end-to-end: timekeeping intake, gross-to-net calculations, off-cycle runs, terminations, bonuses, retro pay
• Federal, state, and local tax compliance: withholdings, deposits, quarterly returns (941, state equivalents), year-end (W-2, W-3, 1099)
• Multi-state payroll: nexus tracking, reciprocity rules, SUI rates, local taxes
• Manage garnishments, benefit deductions, 401(k) remittances, and third-party sick pay
• Ensure quality & sign-off: audit-ready records, variance reviews, reconciliations to GL
• Address agency notices, manage amendments, keep clients calm with clear options and timelines
• Supervise payroll staff: assign work, review output, and provide timely, substantive feedback
• Train team members on payroll systems, tax rules, and firm processes
• Document evaluations and appraisals; coach toward promotion
• Implement and optimize payroll processing systems

Senior Payroll Specialist, US

• Drive payroll cycles end-to-end: timekeeping intake, gross-to-net calculations, off-cycle runs, terminations, bonuses, retro pay
• Federal, state, and local tax compliance: withholdings, deposits, quarterly returns (941, state equivalents), year-end (W-2, W-3, 1099)
• Multi-state payroll: nexus tracking, reciprocity rules, SUI rates, local taxes
• Garnishments, benefit deductions, 401(k) remittances, and third-party sick pay
• Quality & sign-off: audit-ready records, variance reviews, reconciliations to GL
• Supervise payroll staff: assign work, review output, and provide timely, substantive feedback
• Train team members on payroll systems, tax rules, and firm processes
• Document evaluations and appraisals; coach toward promotion
• Implement and optimize payroll processing systems
• Standardize SOPs, checklists, and review gates

• Drive payroll cycles end-to-end: timekeeping intake, gross-to-net calculations, off-cycle runs, terminations, bonuses, retro pay
• Federal, state, and local tax compliance: withholdings, deposits, quarterly returns (941, state equivalents), year-end (W-2, W-3, 1099)
• Multi-state payroll: nexus tracking, reciprocity rules, SUI rates, local taxes
• Manage notices & follow-through: respond to agency notices, manage amendments, keep clients calm with clear options and timelines
• Supervise payroll staff: assign work, review output, and provide timely, substantive feedback
• Implement and optimize payroll processing systems
• Join client calls, surface impacts (cash, compliance, timing), and deliver clear takeaways leaders can act on

US Auditor, Latin America

Executive Assistant, Customer Care Focus

Executive Assistant – Customer Care Focus

Executive Assistant, Customer Care Focus

US Tax Reviewer

US Tax Reviewer

US Tax Reviewer, Latin America

US Tax Preparer

US Tax Preparer

US Tax Preparer, Latin America

Senior Payroll Specialist, US

Senior Payroll Specialist, US

Senior Payroll Specialist – Latin America