Edge Staffing

• Lead the firm’s tax department
• Serve as the senior technical authority and driver of Tax Advisory Services growth
• Develop the team and systems for operational excellence
• Ensure accuracy and timeliness in tax returns and strategies
• Foster team health with low turnover and high standards
• Expand and deepen advisory practice across the client base
• Retain and grow high-value client relationships

Tax Director, CPA

• Prepare complex Tax Returns of varying complexities for businesses (Forms 1120, 1120-S, 1065). individuals (Form 1040) and trusts (Form 1041).
• Prepare tax projections/estimates as necessary.
• Research tax questions as necessary
• Interface with IRS and other tax agencies regarding client issues and audits.
• Collaborate effectively and efficiently with all firm employees
• Provide timely, high quality client service.

Senior Tax Preparer

• - Review (and prepare, if desired) tax returns of varying complexities for businesses, individuals, and trusts/ estates.
• - Research tax questions as necessary.
• - Act as primary contact for client communication, manage relationships, and provide timely, high quality client service.
• - Collaborate effectively and efficiently with all firm employees.
• - Represent clients in communications with the IRS and other tax agencies.

Tax Manager, CPA

• 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 – CPA or CPA Candidate

• Assume responsibility for planning, supervising, and completing engagements.
• Review tax returns prepared by other staff.
• Plan the timing and assigning of staff to engagements.
• Review engagement documentation, resolve any technical problems, and keep the partner informed of all developments in the engagement.
• Prepare client billings, as requested by partners.
• Evaluate the performance of staff & senior accountants.
• Develop new client contacts and relationships beneficial to the firm
• Market the firm as much as possible, by volunteering, public speaking, etc.
• Assist in administrative functions, as assigned by the partners.
• Recognize opportunities to provide additional services to existing clients.
• Senior Mangers/Managers usually will be head of departments as assigned by the partners and will be responsible for their department.
• Ensure that the firm’s policies & procedures are followed.
• Understand the economics of an engagement, including going over budget and making a profit on engagements.

Senior Tax Manager, CPA

Accounting Manager

• **Technical Oversight & Signing:** Review and sign federal/state tax returns and monthly financial statements. Ensure technical accuracy and GAAP compliance across all client work.
• **Service Delivery Management:** Oversee tax and accounting engagements for a diverse client portfolio, ensuring all monthly close and tax deadlines are met with consistency.
• **People Leadership:** Directly supervise Managers, Seniors, and Staff. Provide coaching and performance management, and play a key role in hiring and capacity planning.
• **Operational Excellence:** Monitor team utilization and realization. Identify workflow bottlenecks and implement process improvements to strengthen the firm’s efficiency.
• **Risk & Advisory:** Serve as the primary technical escalation point for the team, exercising independent professional judgment to manage risk and solve complex client issues.

Director of Accounting, Tax Services, CPA

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 – CPA, EA

• Serve as the primary advisor for a portfolio of entrepreneurial and high-income clients, leading quarterly advisory meetings and delivering proactive tax planning.
• Lead quarterly client advisory meetings to review financials, projections, and tax strategies
• Translate complex tax concepts into clear, actionable guidance for business owners.
• Ensure the final result by leading tax preparation for your portfolio of clients
• Proactively identify planning opportunities based on changes in client circumstances and tax law
• Support the development of junior staff by exposing them to advisory work and client interactions
• Develop, maintain, and update customized tax plans for clients
• Work with your team to implement tax strategies efficiently and ensure compliance aligns with the client's overall financial goals
• Deliver timely year-end tax planning to maximize tax savings and minimize surprises
• Understand and apply tax strategies across different client profiles, including small business owners and high-net-worth individuals
• Lead a dedicated client service team of 2-4 tax professionals, coordinating workflow, mentoring staff, and ensuring high-quality deliverables. Managing team capacity, workflow, and deadlines.
• Review and finalize tax returns, projections, and advisory deliverables for accuracy and quality
• Ensure tax filings reflect the client's defined goals for financial and advisory strategy

Tax Advisor, CPA

• Lead tax planning kickoff calls and quarterly advisory meetings.
• 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.