RESPEC

• Lead, Manage & Develop the Team Directly LMA (Lead, Manage, Accountability) a team of tax advisors and preparers • Drive TAS engagements for Prime and Elite clients—proactive planning, multi-scenario tax strategy, and white-glove service delivery • Own the quality and consistency of the compliance practice • Serve as the firm’s senior client-facing presence for complex engagements • Build and maintain the systems that keep the team sharp

• 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, 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.