• **Client Ownership:** Serve as the primary contact for a dedicated book of clients, managing relationships via email, Zoom, and phone. • **Advisory & Analysis:** Meet with clients quarterly to review financial statements and provide strategic insights that drive business growth. • **Accounting & Review:** Oversee G/L activity, financial statement preparation, and heavy account reconciliations to ensure technical accuracy. • **Tax Integration:** Facilitate the tax compliance process by preparing returns and providing clean financials to the tax department. • **Workflow Management:** Review transactional work and ensure all monthly accounting activities stay on schedule.