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

• 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.

• 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.

• 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.

• 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

• 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.

• 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.

• 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

• Oversee and perform as necessary tax compliance activities, including: • Prepare and Review Federal and State income tax returns • Tax planning and projections • Tax research, resolution and correspondence • Manage client information requests and deliverables • Assist staff with technical questions and development • Ensure accurate, timely filing of federal, state, and local tax returns • Ensure quality standards are maintained • Assist in complex client tax planning and modeling • Manage client deliverables and time frames • Manage and mentor members of tax team to greater levels of effectiveness and engagement • Assist in new client onboarding • Find and implement opportunities for process improvement in tax procedures • Provide support on special tax projects and initiatives • Collaborate with Management • Assist with Firm Initiatives as necessary

• Serve as the primary tax advisor for a set group of clients • Prepare and review complex individual (1040), S corp (1120S), and partnership (1065) returns • Provide ongoing strategic tax planning for self-employed professionals and small business owners • Navigate multi-state filings and ensure compliance with federal, state, and local tax laws • Collaborate with a support team (your “pod”), including bookkeeping and admin professionals • Communicate directly with clients to deliver advice, resolve questions, and build trusted relationships • Stay up to date on tax code changes relevant to client industries and structures