Role Description We're seeking an Accountant to join a professional services team that supports growing businesses and high-net-worth individuals. This role focuses on tax preparation and advisory while offering broader exposure to financial planning services including estate, succession, and retirement planning. - Prepare and review individual, LLC, S corp, and C corp tax returns - Communicate with clients and tax authorities - Provide high-quality tax services and strategic financial advice - Collaborate with team members in a fast-paced, cloud-based environment - Contribute to client acquisition and business development efforts Qualifications - Bachelor’s degree in Accounting (MBA preferred) - Minimum of 3 years of tax preparation experience - Strong technical tax knowledge and research skills - Excellent verbal, written, and presentation skills - Proficiency in QuickBooks, Microsoft Office Suite, Ultra Tax - Self-motivated, detail-oriented, and highly organized Requirements - An experienced tax professional with at least 3 years of public accounting experience Benefits - Salary commensurate with experience

• Prepare event flash reports (P&L’s), coordinating with operations team to gather and review relevant support • Manage accounting for individual venue revenue and expense accounts • Processing of A/P invoices, manual checks, and wires • Create project numbers for new events in Oracle • Complete account reconciliations as assigned by supervisor • Prepare and record journal entries • Provide audit support as needed • Communicate accounts receivable with intercompany departments to ensure they are cleared monthly • Project reconciliations: both month-end project and special projects • Other duties as assigned

• Lead monthly, quarterly, and annual close processes, including preparing schedules, reconciliations, and supporting documentation • Prepare and review internal financial statements, management reports, and variance analyses for leadership • Ensure accurate and organized financial records in accordance with GAAP and company policies • Perform account analysis, investigate discrepancies, and implement solutions to maintain data integrity across accounting and reporting systems • Manage documentation for annual financial reviews or audits conducted by external accounting firms • Collaborate with FP&A and other departments to support cross-functional reporting, provide insights, and improve decision-making • Lead or participate in special projects, including process improvements, automation initiatives, and reporting enhancements • Mentor junior accountants and provide guidance on accounting best practices and compliance

• Manage day-to-day accounting operations, including accounts payable and accounts receivable • Prepare monthly financial reports and maintain accurate financial records • Perform bank, credit card, and account reconciliations • Maintain and organize financial data within QuickBooks • Track company expenses, invoices, and financial documentation • Support internal reporting and financial visibility for leadership • Ensure accuracy and consistency across accounting records and financial processes • Assist in improving accounting workflows and operational efficiency as the company scales