The recruiter will manage full-cycle recruiting for various roles, including sourcing, screening, and presenting vetted candidates to leadership. They are also responsible for maintaining candidate pipelines, tracking recruiting metrics, and continuously improving the hiring process.
You will research and write scripts, talking points, and social media content to help tax professionals educate business owners and investors. Additionally, you will coordinate with the media team to ensure content is executed effectively and delivered on schedule.
The Accounting Manager will manage a portfolio of bookkeeping clients, ensuring accurate financial reporting and reconciliations in QuickBooks Online. They will also handle client communication via email and maintain organized workpapers to support firm standards.
The Customer Success Manager will serve as the primary point of contact for tax clients, focusing on building long-term relationships and driving revenue through retention and upsells. They will proactively manage client health, resolve issues, and ensure successful onboarding while maintaining accurate records in the CRM.
The Tax Advisory Manager will lead tax planning consultations and design customized tax strategies for business-owner clients. They are responsible for managing a portfolio of clients, conducting quarterly planning meetings, and ensuring high-quality technical execution of tax returns.
The Sales Representative will manage the full sales cycle for tax and accounting services, including handling inbound calls and maintaining a robust CRM pipeline. They are responsible for building strong client relationships and ensuring a smooth transition from the sales process to the onboarding team.
The Tax Manager will lead the tax return division, conducting final reviews of complex returns and overseeing team workflow. They will also mentor staff, resolve complex tax issues, and collaborate with leadership to improve firm systems and processes.
The Senior Tax Planner will lead end-to-end tax strategy for a portfolio of business-owner clients, including designing customized tax plans and conducting quarterly advisory meetings. They are responsible for technical execution, maintaining high-quality workpapers, and collaborating with firm leadership on complex planning matters.
