RMW ACCOUNTING

Bookkeeper

• 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

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.

Tax Manager

• 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

• 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

Bookkeeper

Head of Practice Operations

Tax Manager

Tax Manager

Senior Tax Associate