Edge Staffing

• Delivering high-quality tax compliance and consulting services to a growing client base
• Managing the preparation and delivery of quarterly tax projections and ad hoc client requests
• Facilitating and managing the preparation and review of federal and state tax returns and the accurate, timely submission of all tax filings
• Finding and implementing opportunities for process improvement in tax procedures
• Delighting our customers with expert guidance and support
• Available to work between the normal business day (ex. 9am to 5pm) to be responsive to client requests.

Tax Manager

Account Manager

• - **Client Ownership:** Serve as the primary contact for a dedicated book of clients, managing relationships via email, Zoom, and phone.
• - **Advisory & Analysis:** Meet with clients quarterly to review financial statements and provide strategic insights that drive business growth.
• - **Accounting & Review:** Oversee G/L activity, financial statement preparation, and heavy account reconciliations to ensure technical accuracy.
• - **Tax Integration:** Facilitate the tax compliance process by preparing returns and providing clean financials to the tax department.
• - **Workflow Management:** Review transactional work and ensure all monthly accounting activities stay on schedule.

Client Relationship Manager – Senior Accountant

• Create proactive, multi-year tax planning for high-net-worth individuals and their businesses
• Work across S-corps, partnerships, and C-corps — structuring, strategizing, and advising, not just complying
• Build deep, trusted relationships with sophisticated clients who value your insight
• Manage and mentor tax associates, raising the level of everyone around you
• Leverage the latest and greatest in tax technology — you need to be genuinely tech-savvy and always sharpening the toolset

Tax Manager, CPA

• Lead tax planning kickoff calls and quarterly advisory meetings. Design and implement high-impact strategies like cost segregation, 1031 exchanges, and depreciation optimization.
• Review financials to identify missed planning opportunities and advise on entity structuring and compensation optimization.
• Prepare or review complex returns that reflect deep strategic planning rather than just transactional data entry.
• Help strengthen and scale the firm's advisory offerings and elevate the firm’s technical standards.
• Guide and mentor team members, fostering a culture of excellence and continuous professional growth.

Tax Manager

Client Relationship Manager – Senior Accountant

Tax Manager, CPA

Tax Manager

Tax Manager – Strategic Advisory