Manage accurate and timely monthly accounting workflows, including transaction review, reconciliations, journal entries, and management reporting for dental practices. Support client communications and onboarding, automate financial processes, and assist with year-end close, 1099 processing, and related tax or payroll guidance.
The Senior Tax Associate will prepare and review complex individual, partnership, and S-Corporation tax returns while maintaining accurate workpapers. They are also responsible for communicating directly with clients to resolve data gaps and providing professional tax support.
The Technical Tax Manager is responsible for conducting final technical reviews of tax returns for real estate clients and signing them for delivery. They also provide technical feedback, mentorship to staff, and facilitate tax resolution with authorities.
The Senior Accountant is responsible for supervising a team of associates, reviewing financial reports, and maintaining strong client relationships through virtual delivery of financials. They also act as a liaison between accounting and tax teams to ensure seamless year-end transitions and provide technical guidance.
Prepare and review individual, partnership, S-corporation, and other tax returns, including complex filings, supporting workpapers, Form 3115, and 1031 exchange reporting. Communicate with clients to obtain missing information, resolve tax notices, support firm projects and training, and develop technical skills through continuing education.
The Sales Representative will conduct discovery meetings with qualified leads to discuss tax and accounting services while managing the sales pipeline. They are responsible for closing deals, identifying new sales opportunities, and maintaining professional client relationships.
