Escalon Services, LLC

Financial Planning and Analysis

• Oversee enterprise accounting and provide financial information to assist client and shareholders in making economic company decisions
• Primary responsibility and ownership for overall engagement level relationship with the client
• Provide insightful and trusted counsel to client business leadership and internal engagement team on financial and broad-based business issues
• Serve as a consulting member of the client leadership team advising on financial implications of major business decisions and shaping business objectives
• Direct the work of accounting and financial planning team in all financial reporting including comprehensive monthly financial statements, forecasts and budgets
• Enable aligned direction and value creation through effective short and long-range budgeting and forecasting
• Inform the client’s treasury function including optimizing cash flow
• Assist with strategies to capitalize the business, securing debt facilities and supporting fundraising activity
• Identify opportunities for improvement, cost reduction, and systems enhancement
• Manage external relationships with auditors and tax preparers and oversee risk management, including insurance
• Oversee Corporate Governance and internal controls
• Provide support on mergers and acquisitions and due diligence processes
• Review and oversee client onboarding process to ensure company meets and exceeds client expectations
• Create and nurture partnerships across functional roles within the organization including the OneShore team located in India

Contract CFO, Consumer Packaged Goods Practice

What You’ll Do:

The Tax Manager oversees the delivery of a full range of tax services in compliance with laws and regulations to multiple clients. This is a position that is proactive and solution oriented, offering depth of experience to our clients in the fast-paced world of start-up accounting. This position reports to the Head of Escalon’s Tax Practice.

A successful Tax Manager at Escalon has a high level of technical tax proficiency, a positive attitude, and a desire to grow as a professional; is self-motivated and responsible possessing strong communication, interpersonal, analytic, and time management skills; enjoys the creative aspects of our business and is driven to find the best possible outcome for our clients.

Day-to-Day Responsibilities also include:
• Oversee the timely and accurate preparation and filing of corporate and partnership income tax returns, including multi-state and international reporting.
• Support the development and mentorship of junior tax staff.
• Assist with implementing effective income tax planning strategies.
• Collaborate with our internal Controllers and CFOs on various income tax engagements.
• Liaise with internal accounting teams on various income tax questions and requests.
• Assist with income tax estimates, projections, and other special tax projects.

Tax Manager – Tax Practice

Controller

• Company: rapidly growing cybersecurity and privacy company protecting consumers online with identity protection, performance optimization, online privacy, and antivirus products.
• Role: Lead and manage accounting operations; ensure timely, accurate financial closes and clean audits.
• Responsibilities: Oversee Billing, A/R, A/P, GL, Cost Accounting, Revenue Recognition; lead audits; enforce accounting policies; supervise accounting team; improve AP/AR processes; provide financial insights.