<p>We are seeking a highly organized and proactive Analyst to support a portfolio of over 50 entities across two companies. This role is part time and works closely with in-house tax accountants to prepare and deliver accurate financial and investor information, with a strong focus on timely K-1 reporting.</p><p><br></p><ul><li>Serve as the primary liaison between company entities and in-house tax accountants</li><li>Gather, prepare, and deliver required information to tax teams, including:</li><li>Annual financial statements</li><li>Ownership and investor changes</li><li>Assignments and transfers</li><li>Sales and purchase activity</li><li>Track and verify changes in investors across entities</li><li>Prepare and upload (“float”) K-1s to the investor portal</li><li>Invite investors to the portal and assist with access as needed</li><li>Ensure all tax-related information is delivered to tax accountants to meet investor filing timelines</li><li>Manage similarities and differences across entities to streamline reporting processes</li><li>Maintain accurate records across multiple entities and reporting cycles</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p><br></p><p>We’re seeking a motivated <strong>Client Service Associate</strong> to join a well‑established and rapidly growing investment advisory firm. This role offers a unique opportunity to deepen your expertise in portfolio operations, client service, and investment technology while working alongside a highly supportive and experienced team.</p><p>You’ll receive hands‑on training in tools such as <strong>FactSet</strong>, <strong>Bloomberg</strong>, and <strong>Morningstar Direct</strong>, as well as ongoing development in compliance, client relations, and operational processes. Compensation and level will be tailored based on your experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver exceptional service to a sophisticated client base</li><li>Process new account openings, closures, transfers, and other client paperwork</li><li>Prepare and execute trades and client transactions promptly and accurately</li><li>Support client meetings by generating performance reports, attribution analyses, and investment materials</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation</li><li>Healthcare benefits</li><li>401(k) retirement plan</li><li>A supportive, education‑focused environment with ongoing training and professional development</li></ul>
<p>We are looking for a motivated and detail-oriented entry-level attorney to join our practice in Salinas, California. This role is a fantastic opportunity for a recent law school graduate to gain hands-on experience in estate planning, real estate litigation, and construction law. The ideal candidate will be fluent in Spanish and passionate about serving the local community while advancing their legal career.</p><p><br></p><p>Responsibilities:</p><p>• Conduct client consultations and assist in creating comprehensive estate plans tailored to individual needs.</p><p>• Handle various aspects of litigation, including real estate disputes and construction law cases, from initiation to resolution.</p><p>• Draft and review legal documents such as motions, demands, and responses to discovery requests.</p><p>• Perform detailed legal research and provide thorough analyses to support case strategies and decision-making.</p><p>• Communicate effectively with clients, courts, and opposing counsel to advocate for clients' interests.</p><p>• Represent clients in court by attending hearings, motions, and other legal proceedings.</p><p>• Collaborate with colleagues to meet deadlines and achieve favorable outcomes for clients.</p><p>• Actively participate in networking events and community initiatives to build relationships and promote the firm.</p><p>• Assist in pro bono or low-cost legal services to support the Spanish-speaking community.</p><p>• Take on additional tasks as needed to contribute to the firm's overall success.</p>
<p>We are looking for a dynamic Hospitality Sales Manager to join our team in Monterey, California. In this role, you will be responsible for driving revenue growth by cultivating new accounts and maintaining strong relationships with existing clients. The ideal candidate will have a deep understanding of event management, and hospitality operations, ensuring the delivery of exceptional services and experiences for clients.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain strong relationships with new and existing catering clients to achieve revenue targets.</p><p>• Proactively identify and pursue new sales opportunities through prospecting and networking efforts.</p><p>• Coordinate and oversee client events, ensuring high-quality service and successful execution.</p><p>• Collaborate with various hotel departments, including guest services, housekeeping, and food and beverage, to ensure seamless event delivery.</p><p>• Create and maintain detailed records of client needs, event requirements, and operational details.</p><p>• Design and propose upscale and customized menus that meet client preferences and maintain pricing integrity.</p><p>• Work closely with vendors and planners to coordinate seamless event setups and logistics.</p><p>• Monitor and manage the function diary to maximize revenue potential and optimize space utilization.</p><p>• Actively participate in departmental training programs and contribute to staff development.</p><p>• Address client feedback to continuously improve service quality and client satisfaction.</p><p><br></p><p>Posted by Recruiting Director Scott G. Moore</p>
<p>We are offering an exciting opportunity in Mountain View, California for a Senior Accountant. This role is within the industry and will involve a hybrid workplace model, providing services to a group of clients. The position will focus on Accounts Payable processing, month-end close, general ledger reconciliations, bank reconciliations, and billing, along with accounting analysis.</p><p><br></p><p>Responsibilities:</p><p>• Carry out month-end closing procedures</p><p>• Conduct general ledger reconciliations</p><p>• Perform bank reconciliations to ensure financial accuracy</p><p>• Manage AP and billing operations for clients</p><p>• Conduct detailed accounting analysis for financial clarity</p><p>• Provide services to a diverse group of clients</p><p>• Utilize Excel for various accounting tasks</p><p>• Maintain and update client records regularly.</p>
<p>We are looking for an experienced Senior Administrative Assistant to join our team in Milpitas, California. This is a Contract position within the construction industry, requiring a proactive and detail-oriented individual to provide high-level administrative support to multiple leaders. The ideal candidate will excel in coordinating office operations, managing budgets, and ensuring seamless workflows while contributing to a positive and efficient work environment.</p><p><br></p><p>Responsibilities:</p><p>• Provide high-level administrative support to multiple leaders, including managing complex calendars and coordinating meetings and schedules.</p><p>• Prepare presentations, draft communications, and support stakeholder coordination while navigating dynamic and fast-paced situations.</p><p>• Oversee daily office operations, including space planning, office moves, and maintaining a professional and welcoming work environment.</p><p>• Manage office budgets, track expenses, and handle procurement processes in coordination with vendors and facilities partners.</p><p>• Develop, maintain, and improve office management systems, workflows, and tools to enhance efficiency and scalability.</p><p>• Partner with People and Communications teams to support office events, employee engagement initiatives, and travel coordination.</p><p>• Serve as a primary on-site resource, providing hands-on administrative and operational support, with occasional travel to other locations as needed.</p><p>• Support expense reporting, document management, research, and project follow-up to ensure smooth and effective operations.</p>
We are looking for a highly skilled Administrative Assistant to support our team in Sunnyvale, California. This long-term contract position offers an opportunity to work in a fast-paced environment, providing vital administrative support across multiple departments. The ideal candidate will possess strong organizational and communication skills, along with proficiency in Microsoft Office tools.<br><br>Responsibilities:<br>• Provide administrative support to both Support Services in the morning and Account Services in the afternoon.<br>• Manage account-related tasks including opening new accounts, performing account maintenance, and ensuring compliance with relevant regulations.<br>• Deliver exceptional service to members by addressing inquiries and resolving issues promptly.<br>• Organize and prioritize tasks to meet deadlines in a dynamic and collaborative environment.<br>• Utilize Microsoft Excel, Outlook, PowerPoint, Teams, and Word to perform daily tasks efficiently.<br>• Maintain a high level of accuracy and attention to detail in all documentation and processes.<br>• Collaborate with team members to achieve departmental goals and ensure seamless operations.<br>• Handle multiple responsibilities independently while maintaining a high level of productivity.<br>• Support various administrative functions to streamline workflows and enhance department efficiency.
<p>A boutique family law firm in San Jose is seeking a highly skilled Litigation Paralegal to join our dynamic team. This Paralegal will support multiple attorneys and have the chance to grow their litigation skills with a supportive team. This role requires on-site work in San Jose, CA with a full-time schedule. The ideal candidate will have 3+years of experience supporting litigation attorneys, family law experience is a plus! </p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><br></p><ul><li>Manage all aspects of discovery, including drafting, responding, and organizing materials</li><li>Draft and prepare motions, pleadings, subpoenas, and related legal documents</li><li>Facilitate state and federal e-filing with courts, ensuring accuracy and timeliness</li><li>Maintain and organize case files, manage deadlines, and assist in trial preparation</li><li>Effectively communicate with clients, court staff, and opposing counsel</li><li>Conduct legal research and summarize findings for attorney review</li></ul><p><br></p>
<p>National law firm has an immediate opening for a Calendar Clerk to join our team based in San Jose, CA on a remote basis. This Calendar Clerk role requires a detail-oriented individual who is skilled in managing legal calendars and docket systems, ensuring compliance with court procedures and deadlines. The ideal candidate will have a strong attention to detail and excellent organizational abilities, along with a thorough understanding of federal and state court rules. This position is 100% remote but you must be able to work a Pacific Time Zone business schedule. </p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Oversee the maintenance of the office’s docket and calendar system to ensure accurate scheduling of legal deadlines and court appearances.</p><p>• Retrieve filing information from court clerks and online docket systems to keep records current and precise.</p><p>• Generate and distribute updated master calendar reports to attorneys and legal staff on a regular basis.</p><p>• Ensure compliance with local jurisdictional and federal court rules by reviewing and updating scheduling procedures.</p><p>• Collaborate with legal teams to address scheduling conflicts and resolve calendar discrepancies.</p><p>• Utilize docketing software, such as CompuLaw, to manage deadlines and streamline processes.</p><p>• Monitor changes in court rules and procedures to ensure all filings and deadlines meet current regulations.</p><p>• Provide support with legal correspondence and communication as needed.</p>
<p><strong>Jennifer Fukumae</strong> is partnering with an established Wealth Management and Tax Advisory firm in San Jose to identify a <strong>Tax Accountant / Senior Tax Accountant</strong> (title flexible based on experience). This is a unique opportunity to join a highly respected team that serves an impressive client base and is expanding its tax advisory practice.</p><p><br></p><p><strong>Tax Accountant </strong></p><p><em>Onsite – San Jose</em></p><p><em>$80,000 – $100,000 base + bonus</em></p><p> </p><p><strong>About the Opportunity</strong></p><p>The firm provides holistic financial services to more than 500 households, with average client assets ranging from $2M–$10M. The incoming Tax Advisor will focus on the <strong>tax side of the practice</strong>, working closely with the wealth management team to provide high-level tax advisory services to clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review individual, business, and partnership tax returns.</li><li>Partner with wealth management colleagues to provide integrated tax planning and advisory support.</li><li>Collaborate with leadership to help expand the firm’s growing tax practice.</li><li>Deliver excellent client service with clear, proactive communication.</li></ul>
<p>You might be the highly-skilled and motivated Office Assistant Robert Half is looking for, if you're interested in providing support with various administrative duties. Are you a determined professional who loves handling multiple projects at once with a positive outlook? Then apply for this Office Assistant role today. The Office Assistant is a short-term contract / temporary opportunity and is located in the Los Altos, California area.</p><p><br></p><p><br></p>
<p>Our team is seeking a Contract Administrator to support our contract management processes through organization, compliance tracking, and data maintenance. In this role, you’ll be instrumental in ensuring contract lifecycles run smoothly by maintaining records and managing Contract Lifecycle Management (CLM) system data. The Contract Administrator role is located on-site in San Jose, CA and is a full-time schedule. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><br></p><ul><li>Organize and maintain contract documentation and files</li><li>Input, update, and verify all contract data in CLM systems</li><li>Ensure contract records are accurate and up to date</li><li>Track and monitor contract milestones, renewals, and expirations</li><li>Generate regular reports on contract status and compliance</li><li>Support audit requests and internal reviews with complete documentation</li><li>Collaborate with legal, procurement, and business teams for contract-related information and process improvements</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is partnering with an established Wealth Management and Tax Advisory firm in San Jose to identify a <strong>Tax Accountant / Senior Tax Accountant</strong> (title flexible based on experience). This is a unique opportunity to join a highly respected team that serves an impressive client base and is expanding its tax advisory practice.</p><p> </p><p><strong>About the Opportunity</strong></p><p>The firm provides holistic financial services to more than 500 households, with average client assets ranging from $2M–$10M. The incoming Tax Advisor will focus on the <strong>tax side of the practice</strong>, working closely with the wealth management team to provide high-level tax advisory services to clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review individual, business, and partnership tax returns.</li><li>Partner with wealth management colleagues to provide integrated tax planning and advisory support.</li><li>Collaborate with leadership to help expand the firm’s growing tax practice.</li><li>Deliver excellent client service with clear, proactive communication.</li></ul><p><br></p>
<p>We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax deliverables, supporting senior leadership, and ensuring compliance with tax regulations. The ideal candidate will bring expertise in tax compliance, analytical skills, and a commitment to delivering accurate and timely results.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.</p><p>• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.</p><p>• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.</p><p>• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.</p><p>• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.</p><p>• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.</p><p>• Mentor and assist in training tax associates, contributing to the development of less experienced team members.</p><p>• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.</p><p>• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.</p>
We are looking for an experienced Director of Human Resources to oversee and enhance all aspects of HR operations within our organization. Based in Monterey, California, this role is pivotal in fostering a positive workplace culture, managing employee relations, and ensuring compliance with HR policies and procedures.<br><br>Responsibilities:<br>• Lead and manage the development and implementation of HR strategies, policies, and processes to support organizational goals.<br>• Oversee employee relations initiatives, ensuring fair and consistent handling of workplace concerns.<br>• Administer benefit programs and ensure accurate management of compensation packages.<br>• Optimize the use and functionality of HR information systems (HRIS) to streamline operations and reporting.<br>• Supervise onboarding processes to create a smooth transition for new employees into the organization.<br>• Monitor compliance with labor laws and regulations, providing expert guidance on HR practices.<br>• Collaborate with leadership to align HR strategies with overall business objectives.<br>• Manage performance review cycles and support the development of skills and expertise.<br>• Develop and maintain metrics to measure HR effectiveness and identify areas for improvement.<br>• Provide strategic advice on workforce planning and succession planning.
<p>We are looking for a skilled and motivated Assistant Controller to join our manufacturing team in Salinas, California. This role is essential in ensuring the accuracy and efficiency of financial operations, providing strategic insights to support business decisions, and maintaining compliance with industry standards. The ideal candidate will bring strong leadership abilities, expertise in accounting, and understanding of manufacturing processes.</p><p><br></p><p>Responsibilities:</p><p>• Oversee financial operations, ensuring accuracy and adherence to compliance standards.</p><p>• Prepare and manage month-end and year-end closing processes, including journal entries and account reconciliations.</p><p>• Develop and maintain financial forecasts, budgets, and variance analyses to guide decision-making.</p><p>• Collaborate with leadership to analyze financial data and recommend strategies for cost optimization and profitability.</p><p>• Monitor inventory accounting, cost of goods sold, and overhead allocation within manufacturing operations.</p><p>• Implement and maintain internal controls to safeguard company assets and ensure compliance with tax regulations.</p><p>• Supervise and mentor accounting staff, fostering growth and development.</p><p>• Partner with external auditors to manage audit processes and ensure regulatory compliance.</p><p>• Identify opportunities for process improvements within the finance department and implement effective solutions.</p><p>• Work closely with cross-functional teams to align financial strategies with operational goals.</p><p><br></p><p>Posted by Director of Recruiting Scott Moore</p>
We are looking for a dedicated HR Director to join our team in Monterey, California. This is a Contract to permanent position, offering an excellent opportunity to contribute to a growing nonprofit organization focused on the arts. The ideal candidate will have a strong background in human resources, nonprofit management, and recruitment, and will play a pivotal role in supporting the organization's operational and administrative needs.<br><br>Responsibilities:<br>• Oversee HR investigations and provide expert guidance on policies, compliance, and employee relations.<br>• Manage benefits administration, including development programs designed to support staff growth.<br>• Lead recruitment efforts, ensuring the hiring of skilled candidates with relevant experience.<br>• Administer vendor relations and manage contracts with a focus on compliance and regulations.<br>• Collaborate with the finance department on administrative tasks and ensure smooth operations.<br>• Participate as a member of the senior leadership team, contributing to strategic planning and decision-making.<br>• Supervise facility operations, including security and staff management.<br>• Provide training and coaching services to enhance team performance and maintain operational excellence.<br>• Ensure adherence to industry standards and best practices within a museum environment.<br>• Support the organization’s mission and goals during its growth phase, including capital campaign initiatives.
We are looking for a meticulous and detail-oriented Data Entry Clerk to join our team in Watsonville, California. In this role, you will play a vital part in ensuring the accuracy and efficiency of order entry and management processes for our manufacturing operations. This is a long-term contract position with an excellent opportunity to contribute to a dynamic team environment.<br><br>Responsibilities:<br>• Accurately input and update customer orders into the order management system.<br>• Review and edit orders to ensure all details are correct and meet company standards.<br>• Adjust order information as needed, including warehouse changes and other modifications.<br>• Collaborate closely with the sales team to address administrative tasks and support their activities.<br>• Maintain precision and consistency in all data entry tasks to avoid errors.<br>• Utilize ERP software to manage order workflows and ensure timely processing.<br>• Troubleshoot and resolve any discrepancies or issues related to order entry.<br>• Follow established protocols to ensure compliance with company procedures.<br>• Communicate effectively with team members to clarify uncertainties and provide updates.<br>• Handle sensitive and case-specific data with confidentiality and professionalism.
<p><b>Growing and expanding company located in beautiful Santa Cruz County has new opportunity with great salary, benefits and perks! </b></p><p>The primary objective of this role is to support customer engagement and grow the customer base in alignment with organizational goals. The position entails general sales activities, leveraging core competencies to investigate, identify, and develop new business opportunities across established and emerging markets and applications.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Develop and manage offers and quotations for prospective and current customers involving both existing and new products.</li><li>Represent the organization at trade shows, conferences, and seminars to promote offerings and build customer relationships.</li><li>Conduct in-person visits to both existing and potential clients to ensure satisfaction and identify new business opportunities.</li><li>Efficiently input customer data into CRM systems (e.g., Salesforce) and ensure prompt entry of sales orders into production systems.</li><li>Identify and capitalize on growth opportunities to expand the organization’s footprint in new and existing markets.</li><li>Collaborate with engineering teams to ensure seamless transition from prospect to customer and proper alignment with technical specifications.</li><li>Collect market data and compile reports on trends, growth opportunities, and the impact of ongoing efforts to management.</li><li>Conduct contract reviews to ensure accuracy (e.g., terms and conditions, export regulations, etc.).</li><li>Oversee billing and occasional shipping activities as necessary.</li></ul><p>Posted by Recruiting Director Scott G. Moore (See LinkedIn also) </p>
We are looking for an Accounts Payable Clerk to join our team in Gilroy, California. In this long-term contract position, you will play a key role in ensuring accurate and timely processing of invoices and payments while maintaining compliance with company policies. This is an excellent opportunity to contribute to a dynamic work environment and enhance your skills.<br><br>Responsibilities:<br>• Process and verify invoices for accuracy and proper coding before approval.<br>• Manage check runs, ensuring timely and accurate payments to vendors.<br>• Maintain organized records of all accounts payable transactions.<br>• Collaborate with internal teams to resolve discrepancies and ensure payment accuracy.<br>• Code invoices according to company standards and guidelines.<br>• Assist in monthly and annual reconciliations for accounts payable.<br>• Monitor accounts payable aging reports to prioritize payments.<br>• Communicate with vendors to address inquiries and ensure proper documentation.<br>• Support audits by providing necessary documentation and information.<br>• Continuously seek opportunities to improve accounts payable processes.
<p>Colleen McAuliffe from Robert Half is looking for a detail-oriented Project Accountant to join our client's team in San Jose, California. In this role, you will manage essential accounting tasks, including accounts payable, accounts receivable, and maintaining accurate financial records. The ideal candidate will have a strong background in accounting processes and a commitment to delivering high-quality results.</p><p><br></p><p>Responsibilities:</p><p>• Process and manage accounts payable transactions, ensuring accuracy and timely payments.</p><p>• Handle accounts receivable operations, including invoicing and monitoring outstanding balances.</p><p>• Perform regular bank reconciliations to verify financial records against bank statements.</p><p>• Prepare and post journal entries to maintain accurate general ledger records.</p><p>• Collaborate on construction accounting tasks, ensuring compliance with industry standards.</p><p>• Assist in month-end and year-end closing procedures to finalize financial statements.</p><p>• Analyze financial data and provide insights to support decision-making processes.</p><p>• Ensure compliance with accounting regulations and company policies.</p><p>• Organize and maintain financial documents for audits and reporting purposes</p>
<p>We are looking for an experienced Bookkeeper to join our team on a contract basis in Campbell, California. This position focuses on managing financial records, ensuring accuracy in transactions, and maintaining overall financial organization. If you have expertise in bookkeeping and a strong grasp of accounting principles, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Accurately record financial transactions and maintain detailed financial records.</p><p>• Manage accounts payable and accounts receivable processes efficiently.</p><p>• Perform bank reconciliations to ensure consistency in financial accounts.</p><p>• Prepare financial reports and summaries as needed.</p><p>• Ensure compliance with accounting standards and company policies.</p><p>• Collaborate with team members to resolve discrepancies and improve financial processes.</p><p>• Monitor cash flow and assist in forecasting financial needs.</p><p>• Support audits by providing necessary documentation and information.</p><p>• Maintain confidentiality and safeguard sensitive financial information.</p>
<p>We are looking for an experienced and detail-oriented CFO to join our team in Santa Clara, California. In this role, you will oversee financial transactions, maintain accurate records, and ensure the smooth functioning of office operations. This position requires a high level of integrity, professionalism, and the ability to manage multiple tasks efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Own the company financials and the operational accounting - this is a hands-on role</p><p> Manage daily office operations and provide direct support to the company President.</p><p>• Calculate and process monthly commissions using the Representative Profit Management System.</p><p>• Handle payroll processing and ensure timely and accurate payments to employees.</p><p>• Maintain and update financial records in QuickBooks, ensuring accuracy and compliance.</p><p>• Prepare and deliver business reviews and presentations using PowerPoint.</p><p>• Administer 401K contributions and ensure compliance with regulatory requirements.</p><p>• Reconcile monthly bank statements and oversee payment of bills.</p><p>• Develop and manage web-based supplier management systems.</p><p>• Update and maintain corporate PowerPoint presentations for business use.</p>
<p>We're seeking an experienced Office Manager / Facilities Coordinator with proven success in fast-paced, high-growth start-up settings. This hybrid administrative/operations role is pivotal to building an efficient, positive, and scalable work environment. If you thrive on handling multiple responsibilities, proactively solving challenges, and shaping company culture, we want to hear from you.</p>
<p>We are looking for an experienced Tax Associate to join our team in Los Gatos, California. In this role, you will be responsible for preparing and reviewing individual tax returns while ensuring compliance with tax regulations. This position requires strong attention to detail and a thorough understanding of tax preparation processes.</p><p>This is a unique position for work life balance - max 40 hours in busy season, and a minimum of 6 hours outside of Tax season - which can be remote!</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review individual tax returns for accuracy and compliance with current tax laws.</p><p>• Ensure all tax documents and filings meet required deadlines and standards.</p><p>• Conduct in-depth analyses of financial data to identify tax-saving opportunities.</p><p>• Collaborate with clients to gather necessary financial information and address tax-related inquiries.</p><p>• Stay updated on changes in tax regulations and ensure compliance in all filings.</p><p>• Utilize Lacerte Tax Software to efficiently complete tax preparation tasks.</p><p>• Assist in resolving discrepancies or issues related to tax filings.</p><p>• Provide guidance and recommendations to clients for optimizing their tax situations.</p><p>• Maintain accurate records of all tax documents and correspondence.</p>
