RESPEC

• Lead, Manage & Develop the Team
• Grow the Tax Advisory Practice
• Maintain a Strong Compliance Foundation
• Lead High-Impact Client Relationships
• Training & Quality Assurance
• Be the Technical Authority
• Firm Leadership

Tax Director, CPA

Controller

• Own day-to-day accounting in QuickBooks Online (QBO) across multiple client entities.
• Manage accounts payable and receivable via Bill.com, including invoice processing, payment scheduling, and collections monitoring.
• Administer payroll through Gusto and QuickBooks Online Payroll.
• Reconcile inventory, investigate discrepancies, and ensure accurate COGS.
• Record journal entries and maintain clean, audit-ready general ledgers.
• Own the month-end close processes and support timely client reporting.
• Handle sales tax filings and ongoing compliance.
• Respond to ad hoc requests and adjust entries based on tools like Toast or other POS integrations.
• Build and maintain strong client relationships through proactive communication and accountability.
• Think critically when issues arise and propose system/process improvements where needed.

Fractional Controller

• 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

Accounting Manager

• Review and sign federal/state tax returns and monthly financial statements.
• Oversee tax and accounting engagements for a diverse client portfolio, ensuring all monthly close and tax deadlines are met with consistency.
• Directly supervise Managers, Seniors, and Staff. Provide coaching and performance management, and play a key role in hiring and capacity planning.
• Monitor team utilization and realization. Identify workflow bottlenecks and implement process improvements to strengthen the firm’s efficiency.
• 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 License

• 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 – Advisory

• Remote Tax Manager will lead tax engagements and serve as a trusted advisor, building strong relationships with clients.
• 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

Account Manager

• Serve as the primary contact for a dedicated book of clients, managing relationships via email, Zoom, and phone.
• Meet with clients quarterly to review financial statements and provide strategic insights that drive business growth.
• Oversee G/L activity, financial statement preparation, and heavy account reconciliations to ensure technical accuracy.
• Facilitate the tax compliance process by preparing returns and providing clean financials to the tax department.
• 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
• Lead quarterly advisory meetings to review financials, projections, and tax strategies
• 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
• Lead a dedicated client service team of 2-4 tax professionals

Tax Advisor, CPA

Cloud Engineer

• Collaborate with Oracle and project stakeholders during the setup of the Development environment in OCI
• Learn and document environment configurations, architecture, and deployment processes
• Independently configure and deploy UAT and Production environments based on established patterns
• Ensure consistency, scalability, and security across all OCI environments
• Troubleshoot and resolve infrastructure and configuration issues
• Provide knowledge transfer and documentation for ongoing support

Oracle Cloud Engineer – Contractor

Financial Planning and Analysis

• Lead functional efforts to configure and support PeopleSoft FSCM 9.2 modules (GM, AR, PC, BI) while ensuring seamless integration across the FSCM suite and with PeopleSoft HCM.
• Analyze and implement new module functionality via PUM updates.
• Manage the software change management process (including scripting and testing documentation).
• Provide high-level troubleshooting for complex system issues.
• Develop and deliver training materials.
• Use technical tools like SQL and Query Manager to support data analysis and reporting requirements.

Senior PeopleSoft FSCM Functional Consultant – Grants, Financials

Business Analyst

• Analyze user and stakeholder needs to determine functional and non-functional requirements.
• Collect and manage functional, non-fucntional and technical requirements.
• Create process and data flow diagrams as well as prototypes/wireframes.
• Manage product backlogs.
• Collect and report on requirements metrics related to assigned applications and client identified priorities.
• Perform detailed analysis, collection, assessment, design, development, modeling, simulation, integration, installation, documentation, and implementation Create test scripts and conduct testing.
• Write and update project documentation including user manuals, addendums, presentation and training materials.
• Develops advanced technological ideas and guides their development into a final product.
• May act as advisor to customers on advanced technical research studies and applications.