TAX AND ACCOUNTING CANDIDATES

FTE Tax and Accounting Senior / Manager  | Candidate ID #23710075

• Certifications: CPA
• Education: BS Accounting
• Experience (years): 25+ years accounting experience
• Work experience (detail): 10+ in public accounting
  • 20+ years tax preparation and review
  • Full cycle accounting, finance, tax and advisory
  • Family office, HNWIs with multiple entities
• Client niches: Family Office, Real Estate, Investors, Private Equity
• Tech Stack: QB/QBO, UltraTax, Lacerte, Drake, Intacct, NetSuite, Bill.com, DropBox
• Remote Work Experience: Y
• Salary: $100k
• Time Zone: Eastern
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FTE Tax and Accounting | Candidate ID #13854741

• Certifications: EA in process
• Education: BS Accounting
• Experience (years): 20 years experience, 3+ in public accounting
• Work experience (detail): Currently a senior accountant at a CPA firm
  • Monthly client financial preparation & review
  • Tax preparation for 250+ individuals and SMBs in 2024
  • Client-facing financial review and tax planning
• Client niches: Contractors, Real Estate, Services, Hospitality
• Tech Stack: QB/QBO, Xero, Drake, TaxDome
• Remote Work Experience: Y
• Salary: $85k
• Time Zone: Mountain
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FTE Tax and Accounting | Candidate ID #23776778

• Certifications: EA and CPA in process
• Education: BS Accounting and Finance
• Experience (years):  20+ years accounting experience
• Work experience (detail): Currently an accounting manager at a public firm
  • Prepares and reviews personal and business tax returns
  • Manages a team of 10 accountants
  • Client-facing and responsible for preparing client business plans
  • Prepares cash flow models and advisory
• Client niches: Medical Practices, Construction, Restaurants, Manufacturing, Financial, Nonprofits
• Tech Stack: QB/QBO, ProSystems fx, etc.
• Remote Work Experience: Y
• Salary: $95k+
• Time Zone: Central
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FTE Tax and Accounting | Candidate ID #17526553

• Certifications: QBO ProAdvisor, CPA in process
• Education: BS Accounting
• Experience (years): 15+ years accounting experience
• Work experience (detail): Currently a lead accountant at a CPA firm
  • Tax preparation experience for individuals and SMBs
  • Full cycle accounting for 18+ clients
  • Client onboarding and account clean up
• Client niches: Construction, Retail, Medical Practices, Real Estate, Oil and Gas, Nonprofits
• Tech Stack: QB/QBO, Bill.com, expensify. Paylocity, Lacerte, Keeper
• Remote Work Experience: Y
• Salary: $60k+
• Time Zone: Central
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FTE Tax and Accounting | Candidate ID #21845613

• Certifications: QB ProAdvisor, EA
• Education: BA and MA Accounting
• Experience (years): 15 years tax and accounting experience
• Work experience: 12+ in public accounting
  • Prepares federal, state, and local tax returns SMBs, HNWIs, Estates
  • Performs tax planning, tax projections/estimates, and tax research for clients
  • Review of payroll and financial statements
• Client niches: Healthcare, Transportation, IT Services, Food Industry, Agriculture, Tech
• Tech Stack: QB/QBO, Drake, ProSystem fx, Engagement, ProSeries, Lacerte, Salesforce
• Remote Work Experience: Y
• Salary: $75k
• Time Zone: Eastern
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FTE Tax and Accounting | Candidate ID #23752807

• Certifications: CPA in process
• Education: BS Accounting
• Experience (years): 4 years tax and accounting experience
• Work experience: All in public accounting
  • 250+ returns prepared for individuals and SMBs
  • Tax projections, estimate calculations, tax research
  • Personal property tax and fixed asset accounting
  • Preparation of financial statements
• Client niches: Construction, Real Estate
• Tech Stack: QB/QBO, SurePrep, UltraTax, etc.
• Remote Work Experience: Y
• Salary: $65k – $75k
• Time Zone: Eastern
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