Flex HR

• Develop and update employee handbooks and HR policies for clients • Conduct comprehensive benefits audits and recommend improvements • Build and maintain organizational charts and workforce planning tools • Define, track, and analyze HR‑related KPIs • Create and support ongoing employee growth and development plans • Manage onboarding and offboarding processes • Administer and track leaves of absence • Partner with managers on disciplinary actions and performance improvement plans • Ensure HR compliance across multiple states and regulatory environments • Optimize existing HR technology and support implementation of new systems

• Prepare and review individual, corporate, partnership, S-Corporation, trust, and nonprofit tax returns • Prepare amended federal and state tax returns • Analyze tax documents and financial records for accuracy and completeness • Ensure timely filing and compliance with federal, state, and local tax regulations • Review tax returns for planning opportunities and potential savings • Respond to IRS and state tax notices • Communicate with taxing authorities on behalf of clients • Prepare and manage Power of Attorney (POA) authorizations • Assist clients with audits, compliance matters, and account resolution • Support tax planning projects for business owners and high-income individuals • Assist with entity structure evaluations and tax optimization strategies • Participate in tax summary meetings and client advisory sessions • Research tax issues and provide documented recommendations • Communicate professionally with clients regarding requests, tax notices, and project updates • Gather and organize client documentation through TaxDome • Maintain detailed project notes and documentation • Coordinate with internal Accounting, Advisory, and Operations teams

• Create content for LinkedIn, Facebook, Instagram, TikTok, YouTube, and company websites. • Develop educational content related to accounting, tax, business growth, and entrepreneurship. • Write social media posts, captions, blogs, and marketing materials. • Create recruiting and employer branding content. • Design presentations, brochures, flyers, event materials, advertisements, and sales collateral. • Maintain brand standards across all platforms. • Develop graphics for webinars, conferences, recruiting initiatives, and business development activities. • Record and edit short-form and long-form videos. • Create social media reels and promotional content. • Capture content during company events and business trips. • Support executive thought leadership content. • Attend conferences, networking events, recruiting fairs, team meetings, and workshops. • Capture photography and video content. • Assist with event promotion and marketing coordination. • Travel as required throughout the year. • Assist leadership with presentations and marketing projects. • Support recruiting campaigns and hiring initiatives. • Help coordinate firm announcements, launches, and growth initiatives.

• The Recruitment Consultant operates as a self-directed, full-cycle recruiting partner for Flex HR's clients. • Manages the entire hiring lifecycle independently, from intake through offer, across multiple client engagements simultaneously. • Conducts thorough intake meetings with client hiring managers to define role scope, success criteria, compensation parameters, and cultural fit expectations. • Develops and executes targeted sourcing strategies using LinkedIn Recruiter, Boolean search, job boards, referrals, and other channels as appropriate. • Screens, interviews, and presents qualified candidates in a professional, client-ready format consistent with Flex HR standards. • Guides clients through candidate evaluation, selection, offer negotiation, and pre-close to ensure an efficient and positive experience on both sides. • Maintains organized applicant tracking and recruitment documentation for each engagement. • Acts as a trusted advisor to client leadership on talent strategy, hiring timelines, market conditions, and candidate availability. • Sets and manages expectations proactively — communicating pipeline status, search challenges, and recommended adjustments in a timely and transparent manner. • Educates clients on interview best practices, legal compliance in hiring, and structured evaluation approaches. • Collaborates with Flex HR's HR consultants when engagements include both HR strategy and recruiting components, ensuring a seamless and cohesive client experience. • Represents Flex HR professionally in all client-facing interactions, maintaining the quality and confidentiality standards expected of an embedded recruiting partner. • Maintains current knowledge of labor market trends, compensation benchmarking, candidate behavior, and recruiting technology to advise clients effectively. • Stays abreast of employment law developments as they relate to hiring practices, including EEO requirements, background check compliance, and offer letter standards. • Applies a continuous improvement mindset — regularly evaluating process efficiency, candidate quality, and client satisfaction to refine approach. • Manages multiple concurrent searches across client accounts without sacrificing quality, responsiveness, or attention to detail. • Drafts compelling, accurate job postings aligned with client brand and Flex HR positioning standards. • Tracks and reports on key recruiting metrics (time-to-fill, pipeline conversion, offer acceptance rates) and presents data meaningfully to client stakeholders.

• Provide tax planning and advisory services for individuals and closely held businesses • Advise on entity structuring and multi-entity/multi-state considerations • Support international tax advisory matters impacting U.S. taxpayers with cross-border exposure • Guide tax strategy related to business growth, restructuring, and ongoing compliance • Collaborate with bookkeeping and accounting teams to align tax strategies with financial data • Participate in client meetings and communicate complex tax concepts clearly

• Own the end-to-end recruiting process for assigned client roles, from intake through offer. • Source, screen, and shortlist qualified candidates using job boards, LinkedIn, referrals, and direct outreach. • Conduct structured candidate screens and deliver concise, insight-rich summaries to clients. • Maintain consistent candidate communication and pipeline momentum throughout each search. • Provide a white-glove experience for both clients and candidates at every touchpoint. • Participate in client intake conversations to understand role requirements, culture fit, and hiring priorities. • Communicate proactively with client contacts on pipeline status, candidate quality, and search updates. • Help clients navigate hiring decisions with clear, organized candidate comparisons and next-step guidance. • Escalate complex client situations or tradeoffs to the Director of Recruitment as needed. • Execute against Flex HR's established recruiting methodology, including role blueprinting, sourcing plans, scorecards, and shortlist delivery. • Use intake forms, interview guides, and candidate tracking tools consistently across all searches. • Provide feedback on what's working and what's not to help continuously improve team-wide processes. • Support the rollout of new tools, templates, and best practices as introduced by the Director. • Keep candidate pipelines accurately updated in HubSpot at all times. • Track and report key recruiting metrics including time-to-submit, conversion rates, and offer outcomes. • Flag bottlenecks or delays early and proactively communicate status to the Director. • Contribute to weekly pipeline reviews and delivery check-ins. • Log all recruiting activity, candidate communications, and pipeline updates in HubSpot. • Follow established workflows for pipeline visibility and client-facing communications. • Embrace systems and standardization as key drivers of a great client experience. • Attend weekly team huddles and one-on-ones with the Director of Recruitment. • Collaborate with colleagues across Flex HR, including HR consultants and operations staff, to deliver seamless client service. • Bring a positive, solutions-oriented attitude to every interaction — internal and external. • Maintain a willingness to support additional initiatives as the organization grows.

• Create multiple customer proposals daily based on RFQs, specifications, one-lines, and supporting documentation • Perform detailed specification reviews to identify customer requirements, product fit, required features and accessories, lead times, exceptions, alternates, and submittal requirements • Process orders from customer-accepted proposals, verify POs against proposals, and resolve discrepancies • Assemble documentation packages for factory design engineering and communicate special requirements to affected departments • Process customer change orders against open sales orders using the change, hold, and cancellation process • Approve and negotiate pricing per established guidelines, competitive feedback, and market knowledge • Provide product and application technical support for customers, agents, and internal departments • Act as liaison between engineering, marketing, scheduling, and customers • Support continuous improvement using lean tools and contribute to ISO work instruction development • Participate in customer visits to the Salt Lake City, UT assembly plant and customer or agent sites as needed

• Help new employees with the onboarding process, providing great employee experience. • The current new hire onboarding process includes the following: Offer letters and other required paperwork • Onboarding through the HRIS/payroll platform or manually • Answering questions about benefits and HR-related items for the company • Management of the complete employee onboarding process from start to finish • Help employees with benefit enrollments for specific clients’ employees. • Coaching managers on the Performance improvement Plan (PIP) process. • Help clients with terminating their employees, including filling out necessary forms by state, separation or severance documents when required, and being a witness to a termination call. • Lead quarterly reviews for your clients. • Be willing to provide exemplary service for your clients and their employees. • Be involved with your clients’ employees, including providing monthly birthday updates and annual anniversary celebrations. • Complete periodic audits, monthly benefits reconciliations, and maintain accurate client records. • Interact with your clients and offer HR support to employees through virtual office hours. • Processing HSA / FSA requested changes for employees. This includes working with the vendor when requested to make any changes with the banks. • Assist new employees or former employees with completion of the appropriate paperwork for 401K rollovers, loans, and distribution requests. • Create high quality customer interactions by offering creative solutions which solve customer and agent problems while reducing the customer effort. • Take ownership of client and employee issues and present solutions to effectively address all client and employee concerns. • Adapt to the specific needs and concerns of clients and employees to build strong relationships for FHR specified business needs. • Demonstrate a high degree of professionalism in all interactions. • Act as a liaison with other departments to resolve problems. • Maintain a willingness to take on other responsibilities assigned by management. • Work in multiple payroll and HRIS platforms. • Foster a positive workplace environment through strong communication and conflict resolution. • Administer workers' compensation claims and ensure compliance with relevant regulations. • Ensure compliance with labor laws and regulations while developing policies and procedures to reflect best practices.

• Assist with operations projects that strengthen consistency, efficiency, and scalability across the organization • Support process documentation, workflow updates, and operational improvements • Collect and organize information needed for internal initiatives, including training materials, SOP updates, project trackers, and resource libraries • Coordinate with employees and consultants to gather input, verify information, and support project timelines • Participate in internal meetings, observe operational processes, and assist with follow-up tasks • Contribute ideas to help Flex HR improve operational excellence and employee/consultant experience • Build strong working relationships across departments • Maintain flexibility and willingness to take on additional tasks aligned with business needs • Work in an environment that values learning, growth, curiosity, and collaboration

• The Payroll Tax Manager performs payroll tax-related functions, including tax notice research, audit, and resolution. • Fields payroll tax compliance questions from internal and external stakeholders. • Reviews payroll reporting in a multi-site, multi-state, high-volume environment. • Provides excellent customer service to managers and associates. • Set up income tax withholding, unemployment, and other employer payroll tax accounts for various states and municipalities for clients. • Research and resolve payroll tax notices. • Audit payroll platforms and state tax portals to ensure all tax account information is complete and timely filed. • Be organized and detail oriented to oversee and follow up on outstanding tax notices.