Edge Staffing

• Prepare and review complex individual and business tax returns (1040, 1120, 1120S).
• Lead comprehensive tax planning, compliance, and strategic advisory for clients.
• Manage multiple complex client engagements and ensure timely delivery.
• Supervise and mentor staff; delegate, review, and oversee project workflows.
• Conduct technical tax research and resolve IRS matters as needed.
• Contribute to process improvements and firm-wide initiatives.

Tax Manager, CPA/EA

• Serve as the primary tax advisor for a set group of clients
• Prepare and review complex individual (1040), S corp (1120S), and partnership (1065) returns
• Provide ongoing strategic tax planning for self-employed professionals and small business owners
• Navigate multi-state filings and ensure compliance with federal, state, and local tax laws
• Collaborate with a support team (your “pod”), including bookkeeping and admin professionals
• Communicate directly with clients to deliver advice, resolve questions, and build trusted relationships
• Stay up to date on tax code changes relevant to client industries and structures

Tax Manager

Accountant

• Provide full-cycle accounting support, including reconciliations, adjusting journal entries, and month-end close
• Maintain and manage multiple client relationships simultaneously
• Prepare and review financial statements; identify and resolve discrepancies
• Coach clients on using QuickBooks Desktop/Online effectively
• Collaborate with internal team members to ensure high-quality service delivery
• Support or participate in business advisory engagements
• Tax preparation experience is needed to assist during tax season

Senior Accountant

• Review tax return and financial statement workpapers to firm standards.
• Plan and schedule engagements effectively.
• Interface directly with clients and clients’ management to obtain required information.
• Supervise fieldwork and review compilation and review financial statement engagements, including footnotes.
• Perform diverse accounting and tax assignments under the direction of a manager or partner.
• Direct, instruct, and review the work of staff accountants.
• Prepare complex business and individual tax returns and provide tax planning as needed.
• Manage a broad range of accounting tasks with minimal direct participation of managers or partners.
• Oversee technical aspects of client engagements and primarily report to partners.

Tax Supervisor – CPA/EA

• Oversee and perform as necessary tax compliance activities, including:
• Prepare and Review Federal and State income tax returns
• Tax planning and projections
• Tax research, resolution and correspondence
• Manage client information requests and deliverables
• Assist staff with technical questions and development
• Ensure accurate, timely filing of federal, state, and local tax returns
• Ensure quality standards are maintained
• Assist in complex client tax planning and modeling
• Manage client deliverables and time frames
• Manage and mentor members of tax team to greater levels of effectiveness and engagement
• Assist in new client onboarding
• Find and implement opportunities for process improvement in tax procedures
• Provide support on special tax projects and initiatives
• Collaborate with Management
• Assist with Firm Initiatives as necessary

Tax Manager, CPA

• Provide sales and use tax services on a monthly basis
• Translate and import client sales and use tax data
• Prepare and review standard and customized reports
• Manage and apply eligible credits
• Prepare and manage monthly cash requests
• Reconcile payments made on behalf of client and cash received from client
• Assist client with reconciling their GL
• Maintain an accurate client tax calendar
• Prepare and transmit accurate and timely sales and use tax returns to jurisdictions in accordance with the client tax calendar
• Communicate proactively with client
• Respond to client’s specific sales and use tax questions and requests
• Resolve all sales and use tax-related jurisdictional matters.

Sales and Use Tax Practitioner – Contract

• Prepare and Review Federal and State income tax returns
• Tax planning and projections
• Tax research, resolution and correspondence
• Manage client information requests and deliverables
• Ensure accurate, timely filing of federal, state, and local tax returns
• Ensure quality standards are maintained
• Provide support on special tax projects and initiatives
• Collaborate with staff, clients and management
• Assist with Firm Initiatives as necessary

Senior Tax Accountant, CPA

• Interface directly with clients without partner involvement.
• Schedule and oversee fieldwork and preparation of compilation and review financial statement engagements.
• Review tax returns and financial statements to ensure technical accuracy and adherence to firm standards.
• Prepare complex business and individual tax returns and provide tax planning independently.
• Review financial statement reports, including footnotes, ensuring they are ready for partner signature.
• Perform a broad range of accounting tasks, minimizing direct partner involvement.
• Conduct technical tax reviews and approve all tax returns and governmental tax examinations of any complexity.
• Assume full responsibility for larger tax returns, tax research, and delegate tasks to tax preparers as needed.
• Act as a resource for tax preparers and staff on specific tax issues and questions.
• Communicate important tax and tax-related developments to relevant firm personnel.
• Delegate and manage governmental tax examinations and may represent clients before appropriate tax authorities.
• Train and develop staff through recruiting, performance evaluations, developing training aids, and instructing professional development programs.
• Maintain a complete knowledge of the firm’s philosophy and positions on tax matters.
• Stay current on general economic and political trends and legislation that may affect clients.
• Participate in the firm’s practice development efforts through involvement with referral sources, community, and industry activities.
• Sign and issue select tax returns.