Responsibilities
- Prepare and deliver financial statements, forecasts, and budget analyses for clients
- Address client questions and requests promptly, sharing relevant details with internal teams as necessary
- Coordinate with leadership from bookkeeping and tax departments to ensure seamless service delivery
- Oversee cash flow by examining bank records and authorizing fund transfers when required
- Track credit card transactions, monitor for signs of fraud, and identify potential credit rating concerns
- Perform research on tax regulations and support multi-state or international tax planning, including approvals for overseas performances
- Set up new client accounts, including establishing banking relationships
- Support clients with major acquisitions such as real estate and vehicles
- Partner with internal specialists to manage contracts, royalty disbursements, and tailored financial planning
- Facilitate additional financial activities including 1099 processing and periodic tax filings
- Complete various client-driven assignments as assigned
Benefits
- Additional incentives may include an annual performance-based bonus and a full benefits program
Work Arrangement
Hybrid
Team
Team of dedicated professionals; firm comprises 30 partners and more than 600 staff members
Other
- This is an exempt position.
- Candidate information, including education and work experience, is verified upon an offer of employment.
- Falsification of application information may be grounds for denying employment.
- The firm is an Equal Opportunity Employer.
