You will manage the end-to-end onboarding process for new clients, including data cleanup, account configuration, and troubleshooting technical integration issues. Additionally, you will oversee junior staff, maintain high-volume project timelines, and identify opportunities for account growth.
Manage the end-to-end onboarding process for new clients, including data cleanup, account configuration, and daily financial data collection. Maintain high-volume client timelines while troubleshooting integration issues and ensuring accurate accounting setups.
Own the month-end close and financial reporting for a portfolio of complex clients while serving as their primary point of contact. Review the work of junior Accounting Specialists and provide technical mentorship and feedback.
Lead and mentor the strategy team while managing a personal book of high-net-worth client strategy meetings. Execute and scale the strategy program, refining SOPs and integrating AI tools to improve efficiency and consistency.
Perform detailed technical reviews of federal and state tax returns across various entity types to ensure accuracy before final sign-off. Provide direct feedback and training to junior tax staff to improve first-pass quality and resolve client technical queries.
