GR8 Global

• Manage tax compliance, clients, employees and various tax projects through all related phases of the tax process with minimal supervision
• Tax work will consist of various industries, including manufacturing, oil and gas, insurance, health care, governmental, wholesale/distribution, financial institution and nonprofit companies.
• Obtain expertise in a specialized area, with a demonstrated general understanding of all areas of taxation
• Responsible for delivering efficient completion of quality tax returns and providing excellent client service
• Prepare complex returns with minimal supervision
• Ensure compliance with all applicable tax laws and regulations, including monitoring changes in tax legislation and implementing necessary adjustments to tax reporting.
• Complete a full analysis and investigation of client needs prior to representing the client to the Internal Revenue Services.
• Supervise and train tax seniors, staff and interns to ensure accurate and timely completion of tax work
• Actively contribute to POD / Team management, taking ownership of various projects and reporting to the senior management team.
• Assist in developing guidelines for the team to follow while preparing respective tax documentation after analysing US tax provisions for public and private companies.
• Maintain active communication with respective stakeholders to manage expectations, ensure deadlines are met, and enhance relationships.

Tax Manager

Customer Support

• Daily Processing and monitoring web orders 3 times per day
• Prioritizing orders by when they need to be processed and shipped for each day
• Run and import excel reports
• Managing customer service requests for website orders
• Communicating with vendors to make sure jobs are done and delivered on time
• Monitor Customer Service email
• Answer Customer Service calls and aid customers with questions and inquiries
• Enter tracking information into a website
• Assist Sales reps and account managers in daily needs
• Settling credit card charges for orders
• Weekly Invoice orders that have been shipped/closed out
• Approve invoices from vendors
• Run and overview item usage and sales activity
• Monthly Generate monthly reports showing and totaling orders for each month
• Sporadic Process purchases orders and sends to accounting

Customer Service Specialist

Analyst

• Track and organize client data requests, financial statements, and supporting documents
• Ensure completeness and accuracy of data prior to analysis
• Prepare initial revenue, expense, working capital, and variance analyses
• Populate financial models and QoE workpapers with accurate data
• Assist with kickoff calls, updates, and drafting initial observations
• Contribute to development of client deliverables and provide support for ad hoc projects as needed

Transaction Advisory Services Analyst

Systems Engineer

• Lead and support implementation, configuration, and integration of financial and operational software systems (Sage Intacct modules, Ramp, Aiwyn Practice OS; develop working knowledge of Beeye).
• Analyze, design, and document financial workflows and processes for efficiency, accuracy, and scalability.
• Collaborate with cross-functional teams on data migrations, integrations, and system validation.
• Develop and maintain dashboards and financial reports using Power BI and Excel.
• Identify and recommend opportunities for automation and continuous improvement; support ROI analysis on finance technology projects.
• Partner with IT to troubleshoot system issues and support ongoing maintenance.
• Provide training, user support, and documentation to ensure effective system adoption.
• Stay current on financial system upgrades, trends, and best practices.
• Perform additional duties as assigned in support of Finance Department objectives.

Finance Systems Analyst

Solutions Engineer

• Design, build, and maintain automation workflows in n8n and Microsoft Power Automate (Cloud/Desktop), with Python services as needed.
• Implement document processing pipelines: ingest PDFs, apply OCR/document intelligence, extract/normalize fields, validate against business rules, and post to downstream systems.
• Build secure API integrations with internal and third‑party systems (REST/Microsoft Graph).
• Develop reusable components and connectors (n8n custom nodes/credentials, Power Automate custom connectors) and define coding/usage standards.
• Implement end‑to‑end observability: structured logging, metrics, dashboards, and Teams alerting; define and meet SLAs/SLOs.
• Ensure robust error handling and exception workflows across automations.
• Produce clear documentation, including architecture diagrams, runbooks, and user guides.
• Collaborate with the Automation Manager to gather requirements, map processes, define acceptance criteria, and iteratively deliver solutions.
• Align automations with REDW security and compliance standards (NIST/CIS), including audit‑friendly logging with sensitive data redaction, data classification, and retention.
• Participate in change management (tickets, release notes, CAB reviews) and in incident response and root‑cause analysis; implement preventive improvements.
• Perform data mapping and transformation; validate schemas and enforce data quality controls before creating/updating records.
• Maintain backup/export/version control for workflows and connectors; plan and test rollback and disaster recovery.
• Evaluate and select the right tool for each use case (n8n, Power Automate, Python, or Azure services) based on maintainability, security, performance, and cost.
• Track and communicate business impact (time saved, error reduction, throughput); maintain KPIs and continuously optimize workflows.

Tax Manager

Customer Service Specialist

Transaction Advisory Services Analyst

Finance Systems Analyst

Automation and Integrations Engineer, API/RPA