Provide strategic leadership and direction for the firm while overseeing key client engagements. Deliver high-level tax, accounting, and financial consulting, ensuring compliance and optimal client outcomes. Guide business strategy, mentor senior staff, and foster client relationships to drive growth and operational excellence.

Oversee the organization’s financial strategy, planning, and reporting to support business growth and stability. Manage budgeting, forecasting, cash flow, and financial controls while ensuring regulatory compliance. Partner with executive leadership to provide financial insights, manage risk, and drive informed strategic decisions.

Lead and optimize organization-wide operations to support strategic objectives and scalable growth. Oversee teams and managers, establish policies and performance standards, and drive process improvements across departments. Partner with executive leadership to manage resources, monitor KPIs, mitigate risk, and ensure efficient, high-quality service delivery.

Oversee day-to-day operations to ensure efficient workflows, consistent service delivery, and adherence to policies and deadlines. Manage staff schedules and resources, improve processes, and coordinate across departments to support business goals. Monitor performance metrics, resolve operational issues, and help maintain a high standard of client and employee experience.

Set the firm’s tax strategy and lead complex tax advisory and compliance engagements for individuals and businesses. Serve as the primary advisor for key clients, delivering high-level planning, risk management, and problem resolution. Oversee tax operations, mentor senior staff, ensure regulatory compliance, and drive process improvements to enhance client service and firm growth.

Lead and manage tax engagements for individuals and businesses, providing strategic tax planning, compliance, and advisory services. Serve as a trusted advisor to clients by analyzing tax positions, managing risk, and delivering clear, actionable guidance. Oversee and review work prepared by staff, ensure compliance with federal and state regulations, and collaborate with leadership to improve processes and client outcomes.

Prepare and file federal and state tax returns for individuals and businesses, ensuring accuracy and compliance with tax laws. Gather and review client financial information, identify deductions and credits, and clearly explain tax results. Respond to client questions and support timely resolution of tax-related issues.

Prepare and file federal and state tax returns for individuals and businesses, ensuring accuracy and compliance with tax laws. Gather and review client financial information, identify deductions and credits, and clearly explain tax results. Respond to client questions and support timely resolution of tax-related issues.

Prepare and file federal and state tax returns for individuals and businesses, ensuring accuracy and compliance with tax laws. Gather and review client financial information, identify deductions and credits, and clearly explain tax results. Respond to client questions and support timely resolution of tax-related issues.

Prepare and file federal and state tax returns for individuals and businesses, ensuring accuracy and compliance with tax laws. Gather and review client financial information, identify deductions and credits, and clearly explain tax results. Respond to client questions and support timely resolution of tax-related issues.

Connects with the IRS/FTB/Sec. of CA regarding transcripts (POA's) etc.

Lead and oversee the accounting, bookkeeping, and client financial services operations to ensure accuracy, compliance, and efficiency. Manage teams, develop workflows and policies, review financial statements, and provide strategic insights to support client and organizational goals. Partner with leadership to optimize processes, drive client satisfaction, and maintain high-quality financial reporting.

Analyze and maintain accurate financial records by reviewing transactions, reconciling accounts, and preparing reports. Identify discrepancies, provide insights on financial trends, and support month-end close processes. Collaborate with accounting and tax teams to ensure compliance and optimize financial operations.

Oversee and review bookkeeping operations to ensure accuracy, consistency, and compliance across client accounts. Manage and mentor bookkeeping staff, set workflows and deadlines, and serve as an escalation point for complex client issues. Review financial statements, improve processes, and collaborate with leadership and tax teams to deliver high-quality, client-focused financial services.

Maintain accurate financial records by recording transactions, reconciling accounts, and managing invoices and payments. Support clients with timely financial reports, answer questions clearly, and ensure day-to-day bookkeeping is organized, compliant, and up to date. Assist with month-end close and collaborate with tax professionals to support smooth tax preparation.

Assists with bookkeeping, processes business entities registration on FTB, Sec of CA, DE, POA requests, BOI, etc.

Serve as a trusted point of contact for clients by providing personalized tax support and guidance. Prepare and review federal and state tax returns while clearly explaining tax outcomes, requirements, and options. Respond to client questions, resolve tax issues, liaise with the IRS on clients’ behalf, and ensure timely, accurate, and stress-free service through proactive communication and attention to detail.

Support day-to-day operational activities by managing documentation, handling client invoices, and assisting with workflow processes. Help monitor and maintain records and provide administrative support to ensure smooth and efficient operations. Collaborate with team members to resolve operational issues and support organizational goals.

Manages complex issues on platforms that CPS use such as Proconnect, Corporate email, etc.

Support business operations by coordinating workflows and optimizing processes through Taxdome. Collaborate with teams and assist with client concerns to streamline operations. 

Provide high-level administrative support to executives, managing calendars, correspondence, and meetings. Prepare reports, contents, presentations, and handle confidential information with discretion. Serve as a liaison between executives, staff, and clients to ensure efficient communication and smooth daily operations.