Prepare and review U.S. federal and state tax returns for individuals and businesses.
Manage client bookkeeping, clean-up, and adjustments using QuickBooks Online.
Maintain accurate, organized client files and documentation.
SnappyCX is a BPO company that focuses on customer-centric solutions. They connect top-tier talent from Africa, the Philippines, and South America with companies across the US, Europe, Canada, and the UK, empowering businesses worldwide.
Lead client advisory engagements at a CFO-level, delivering strategic financial insights and operational guidance.
Drive change management initiatives to modernize service delivery through technology, standardized processes, and best practices.
Build and maintain trusted relationships with client executives by understanding their business goals and delivering tailored solutions.
Wipfli is a company where people are core to everything they do, creating exceptional impact and extraordinary results. They are a large firm that values flexibility, relationships, and encourages each individual to follow their own path.
Own day-to-day client relationships, serving as the primary point of contact.
Provide strategic guidance by translating client business goals into integrated marketing roadmaps.
Drive flawless execution by managing scopes, timelines, budgets, and dependencies across workstreams.
Unlock Health is a full-service marketing communication agency, grounded in technology, built for healthcare and integrated with a managed care consultancy with deep revenue strategy expertise. They brought together leading healthcare firms to solve a core challenge: aligning brand, marketing, technology, and revenue strategy.
Tax planning and preparation for high-net-worth individuals.
Ensuring compliance with all federal and state filing requirements.
Acting as a resource to business management teams for tax planning.
Focus Partners Wealth provides wealth, asset, and business management resources. Their team works collectively to deliver personalized wealth planning strategies across local communities.
Manage clients' day-to-day accounting and finance needs remotely.
Prepare month end close workbooks including balance sheet reconciliations.
Assist with grant management, audit preparation, and 990 filings.
Chazin is a woman-owned firm established in 2005 that provides virtual accounting and finance solutions for the nonprofit sector. The company has been nationally recognized with Best of Accounting awards for Client Satisfaction and Employee Satisfaction in 2023, 2024, and 2025.
Review financial statements and deliver high-quality reports to clients.
Consult with clients regularly and serve as a trusted advisor.
They are a 100% virtual CPA firm with a team located all over the United States. They are a real estate niche-focused firm serving Real Estate Investors, Syndicates, and Fund Managers that combines a strong culture with strong performance, uses best-in-class technology and automation, and invests in ongoing training and development.
Focus on tax planning and advisory services for real estate investors and small business owners.
Provide technical input on tax and accounting issues and research tax solutions.
Nurture client relationships by delivering promised results and meeting deadlines.
They are a 100% virtual CPA firm, with their team located across the United States, serving Real Estate Investors, Syndicates, and Fund Managers. They are innovators of tax services and firm culture with work-life integration, using the best technology and automation on the market.
Provide high quality support to clients, ensuring contractual obligations and maintaining customer satisfaction.
Implement new customers, including analyzing setup needs, testing, and training.
Troubleshoot software and implementation issues and providing guidance as needed, completing support cases for clients.
Medisolution, a wholly-owned subsidiary of N. Harris Computer Corporation, provides ERP software, solutions, and services to healthcare and service sector customers across North America. Almost 375 healthcare, public, and service sector organizations rely on them. They have a casual work environment, award winning culture and empower their employees to make a difference.
Review and prepare federal, state, and local corporate tax returns.
Advise clients on tax planning, compliance, and transaction-related activities.
Manage multiple tax engagements and ensure deadlines are met.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. The system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Support fund accounting functions by ensuring accuracy in financial reporting.
Collaborate with third-party administrators and a U.S.-based team.
Leverage expertise in management company accounting to enhance fund-level reporting.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly and fairly. They identify top-fitting candidates and share the shortlist with the hiring company, which manages the final decision and next steps.
Responsible for the profitable management of a portfolio of clients, maintain and strengthen relationships with consultants/advisors, and work closely with them to ensure client happiness.
Meet annual financial, growth and profitability objectives for your assigned block of business.
Develop and grow existing client and consultant/advisor relationships by delivering superior service, effectively communicate Manulife’s value proposition and products/services and represent Manulife professionally in client-facing meetings.
Manulife is a leading international financial services provider, helping people make decisions easier and lives better. As part of their global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go.
Provision and configure new advisor accounts and teams in internal systems.
Manage advisor transitions, including moves between account managers or teams.
Execute user migrations and update internal systems to reflect accurate billing, contracts, and account information.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace.
Serve as the primary point of contact for assigned strategic partners, supporting day-to-day communication and relationship management.
Collaborate with the Implementation team to ensure smooth rollouts of BetterHelp services, including project planning and operational execution.
Proactively troubleshoot and resolve partner issues, ensuring timely solutions and high satisfaction.
BetterHelp's mission is to remove traditional barriers to therapy and make mental health care accessible. They are the world’s largest online therapy service, with over 30,000 licensed therapists, and are committed to being part of the solution for mental health services.
Assist with complex accounting tasks including M&A activities and implementation of new IFRS standards.
Prepare cash flow forecasts and financial analysis.
Coordinate with internal groups to manage monthly reporting packages.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
As the primary point of contact, you’ll be responsible for the successful delivery of numerous fast-paced projects across 1-2 key accounts exceeding $2M yearly.
You will oversee project budgets and staffing plans, proactively identifying and addressing any budgetary concerns and resource challenges.
You will oversee and guide the day-to-day activities of account managers, and cross-functional project teams, ensuring they are delivering high-quality assets.
FWD People is a full-service strategic marketing agency delivering meaningful and measurable results in the health and non-profit sectors. As a fast-growing, senior team, they're excited to welcome more forward-thinking individuals who will help them drive growth, foster positive change within their client's industries, and have fun along the way.
Support Client Experience team and client needs to include reporting, data, budgets.
Manage client relationships by leading the day-to-day communications with clients and delivering excellent customer service
Collaborate with internal account teams to develop and execute marketing campaigns, digital strategies, and other initiatives that support client objectives
Unlock Health is a full-service marketing communication agency grounded in technology and built for healthcare, integrated with a managed care consultancy with deep revenue strategy expertise. They brought together leading healthcare firms to align brand, marketing, technology, and revenue strategy.
Identify, define, and qualify new sales opportunities by engaging large-sized prospects and clients.
Strategize selling approaches and revenue growth plans in collaboration with business unit leadership.
Lead complex client relationships and sales processes from inception to closure, including deal status.
WellSky is a technology company leading the movement for intelligent, coordinated care worldwide. Their software, analytics, and services power better outcomes and lower costs for stakeholders across the health and community care continuum, fostering innovation, inclusiveness, and cohesive perspectives.
Assists the Regional Assistant Controller in driving the Month-End Close process for multiple entities.
Ensures completeness and accuracy of all assigned accounts, databases, and files.
Collaborates with the accounting team, and other internal departments to design, document, implement, and monitor processes.
TerrAscend is a cannabis company that cultivates top-tier flower, supports patients with trusted therapies, and crafts premium products for adult use. They are a trailblazer in the cannabis industry with deep roots and high sights.