RMW ACCOUNTING

Controller

• Own the financial strategy: long-range planning, forecasts, capital allocation, and scenario modeling
• Ensure accuracy and compliance of all financial reporting, disclosures, and audits
• Manage accounting operations including GL, AP/AR, reconciliations, tax filings, and month-end close
• Oversee and coordinate external partners, vendors, and advisors supporting finance
• Provide actionable insights to the President and corporate leadership team, turning numbers into strategy
• Evaluate growth opportunities, new services, and investments with financial rigor
• Identify and implement systems, processes, and automation to scale the finance function
• Communicate complex financial topics clearly to non-financial stakeholders
• Instill a culture of accountability, discipline, and continuous improvement
• Gain the trust of our office-level leadership as a “go-to” resource for financial and operational information to support their offices’ financial success
• Collaborate with M&A team on underwriting of acquisitions
• Interface with capital providers including lenders and investors

Corporate Controller

Financial Planning and Analysis

• Own the financial strategy: long-range planning, budgeting, forecasts, capital allocation, and scenario modeling while maintaining strong internal controls across a multi-office structure.
• Ensure accuracy and compliance of all financial reporting, disclosures, and audits
• Manage accounting operations including GL, AP/AR, reconciliations, tax filings, and month-end close
• Oversee and coordinate external partners, vendors, and advisors supporting finance and provide clear, actionable financial insights to executive leadership.
• Support acquisition underwriting and integration planning; Evaluate growth opportunities, new services, and investments with financial rigor
• Identify and implement systems, processes, and automation to scale the finance function
• Implement scalable financial systems, reporting tools, and automation. Standardize reporting, dashboards, and financial processes firmwide.
• Communicate complex financial topics clearly to non-financial stakeholders
• Instill a culture of accountability, discipline, and continuous improvement.
• Partner with office leaders to drive spending discipline and profitability, gain the trust of our office-level leadership as “go to” resource for financial and operational information to support their offices’ financial success

Vice President of Finance

• Review U.S. and multi-state income tax returns for business entities, including C‐corporations, S-Corporations, partnerships, and fiduciary returns
• Review U.S. and state individual income and gift tax returns
• Prepare tax projections for individual and business clients
• Conduct tax research as needed
• Communicate with existing clients and colleagues regarding various tax matters
• Engage in consulting and special projects as requested by clients

Senior Tax Associate

Administrative Assistant

• Experience handling bookkeeping functions for multiple companies; data entry, account reconciliations, payroll liability calculations and payroll return preparation, 1099 preparation
• Ability to balance account work papers to the G/L and working trial balance
• Utilize accounting software such as QuickBooks to manage financial data effectively
• Support the preparation of financial reports in accordance with GAAP standards
• Collaborate with team members to ensure accurate tax reporting and compliance
• Perform data entry tasks related to financial transactions and ensure accuracy in all entries
• Help in the analysis of financial data to identify trends and discrepancies
• Provide administrative support as needed, including organizing documents and maintaining filing systems

Office Manager – Bookkeeper

• Review U.S. and multi-state income tax returns for business entities, including C‐corporations, S-Corporations, partnerships, and fiduciary returns
• Review U.S. and state individual income and gift tax returns
• Prepare tax projections for individual and corporate clients
• Conduct tax research as needed
• Communicate with existing clients and colleagues regarding various tax matters
• Engage in consulting and special projects as requested by clients

Tax Manager

Bookkeeper

• Manage and oversee the preparation and filing of federal, state, and local tax returns.
• Develop and implement tax strategies to minimize tax liabilities and optimize financial performance.
• Ensure compliance with all tax laws and regulations, staying updated on changes and advising management on potential impacts.
• Lead and mentor a team of tax professionals, providing guidance and support in their development.
• Conduct tax research and provide recommendations on tax planning, policies, and procedures.
• Review and analyze financial statements for tax implications and opportunities.
• Assist in the preparation of quarterly and annual tax provisions and disclosures for financial reporting.

Operations

• Define and maintain firmwide frameworks for practice management, including developing service offerings, pricing strategy and implementation, staffing models, project management and client service standards
• Partner with office leaders to ensure consistent technical quality and efficient, scalable client service delivery across offices
• Coordinate staffing, including internal and external resources, across offices to optimize utilization
• Develop and monitor KPIs to provide leadership with visibility into practice performance
• Serve as the business strategist for office-level technology including practice management and CRM platforms (e.g., Canopy or Karbon Software) as well as point solutions (e.g. SafeSend, SurePrep, TaxGPT), ensuring our technology enhances productivity and collaboration
• Drive firmwide adoption and effective use of practice management tools by embedding them into daily processes and accountability structures
• Produce dashboards and insights on utilization, productivity, and client service trends, identifying opportunities for growth and efficiency
• Craft and implement training programs (in partnership with People team) to advance technical excellence and consistency across offices
• Mentor professionals and office leaders, ensuring alignment of technical skills, client service, and system usage
• Act as a trusted advisor to the President and office leaders on how practice management and subject matter expertise drive the firm’s growth

Head of Practice Operations

• Review U.S. and multi-state income tax returns for business entities, including C‐corporations, S-Corporations, partnerships, and fiduciary returns.
• Review U.S. and state individual income and gift tax returns.
• Prepare tax projections for individual and corporate clients.
• Conduct tax research as needed.
• Communicate with existing clients and colleagues regarding various tax matters.
• Engage in consulting and special projects as requested by clients.

• Review U.S. and multi-state income tax returns for business entities, including C‐corporations, S-Corporations, partnerships, and fiduciary returns
• Review U.S. and state individual income and gift tax returns
• Prepare tax projections for individual and corporate clients
• Conduct tax research and reviews as needed
• Communicate with existing clients and colleagues regarding various tax matters
• Engage in consulting and special projects as requested by clients
• Demonstrated ability to adapt and apply new technologies in the workplace
• Proven ability to lead, mentor and contribute to team growth and development