Edge Staffing

• 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.

- **Client Ownership:** Serve as the primary contact for a dedicated book of clients, managing relationships via email, Zoom, and phone. - **Advisory & Analysis:** Meet with clients quarterly to review financial statements and provide strategic insights that drive business growth. - **Accounting & Review:** Oversee G/L activity, financial statement preparation, and heavy account reconciliations to ensure technical accuracy. - **Tax Integration:** Facilitate the tax compliance process by preparing returns and providing clean financials to the tax department. - **Workflow Management:** Review transactional work and ensure all monthly accounting activities stay on schedule.

• Create proactive, multi-year tax planning for high-net-worth individuals and their businesses • Work across S-corps, partnerships, and C-corps — structuring, strategizing, and advising, not just complying • Build deep, trusted relationships with sophisticated clients who value your insight • Manage and mentor tax associates, raising the level of everyone around you • Leverage the latest and greatest in tax technology — you need to be genuinely tech-savvy and always sharpening the toolset

• 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.

• Create proactive, multi-year tax planning for high-net-worth individuals and their businesses • Work across S-corps, partnerships, and C-corps — structuring, strategizing, and advising, not just complying • Build deep, trusted relationships with sophisticated clients who value your insight • Manage and mentor tax associates, raising the level of everyone around you • Leverage the latest and greatest in tax technology — you need to be genuinely tech-savvy and always sharpening the toolset

• Lead the firm’s tax department • Serve as the senior technical authority and driver of Tax Advisory Services growth • Develop the team and systems for operational excellence • Ensure accuracy and timeliness in tax returns and strategies • Foster team health with low turnover and high standards • Expand and deepen advisory practice across the client base • Retain and grow high-value client relationships

- Review (and prepare, if desired) tax returns of varying complexities for businesses, individuals, and trusts/ estates. - Research tax questions as necessary. - Act as primary contact for client communication, manage relationships, and provide timely, high quality client service. - Collaborate effectively and efficiently with all firm employees. - Represent clients in communications with the IRS and other tax agencies.

• 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.

• 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.

• 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.