The Tax Manager is responsible for the company’s global tax compliance, tax accounting support, and tax planning activities across U.S. and international operations. This role owns direct and indirect tax compliance, transfer pricing coordination, intercompany matters, and entity‑level governance, while serving as the primary internal tax lead and liaison to external advisors and auditors. Responsibilities / Essential Functions Direct Tax Compliance & Reporting • Oversee preparation, review, and timely filing of all income tax returns, including: o U.S. federal returns o U.S. state entity level returns o Netherlands (NL) tax returns o India tax compliance filings • Manage partnership tax compliance, including annual K 1 preparation and related distribution calculations. • Prepare and review tax account reconciliations and ensure proper tie out to the general ledger. • Manage and respond to tax notices received through virtual mailboxes and taxing authorities. Tax Accounting & Provision Support • Assist Global Tax (or external advisors) with preparation and review of the annual and interim tax provision. • Support external audit requests related to income taxes, deferred taxes, and uncertain tax positions. • Ensure accurate tax balances and disclosures through detailed reconciliations to the general ledger. Intercompany & Transfer Pricing • Oversee intercompany loan activity, including monitoring, reconciliation, and coordination with accounting. • Coordinate global transfer pricing activities across jurisdictions • Support updates to transfer pricing policies and documentation for new subsidiaries and evolving business structures. Indirect Tax (Sales, Use, and VAT) • Manage U.S. sales and use tax compliance across all legal entities. • Conduct and maintain sales tax nexus reviews, considering: o Remote workforce changes o Economic nexus developments • Oversee sales tax return filings and related reconciliations to the general ledger. • Track, prepare, and file VAT returns in applicable jurisdictions, including ongoing reconciliation of VAT balances. Entity Management & Corporate Governance • Partner with advisors to maintain global entity compliance, including: o Entity registrations, officer and director listings & Good standing status across jurisdictions • Lead tax and entity related aspects of corporate actions, including dissolutions of acquired entities with no ongoing operations. Tax Planning & Transaction Support • Support tax compliance and planning work related to transactions • Ongoing tax planning and optimization initiatives • Collaborate with internal stakeholders and external advisors on structuring and compliance matters. Requirements 1. Bachelor’s degree in Accounting, Finance, or a related field 2. 6+ years of progressive tax experience, including corporate and/or partnership tax 3. Hands on experience with U.S. federal and state income tax compliance 4. Experience working with international tax matters (e.g., NL, India, or similar jurisdictions) 5. Strong understanding of tax accounting concepts and GL reconciliation 6. Experience managing external tax advisors and audit interactions

Staff/Sr. Accountant – Accounts Payable & Month-End Close Support We are seeking an experienced Staff to Senior level Accountant to support our accounting team at a reputable health tech company. This role will primarily focus on Accounts Payable operations, process automation, and month-end close activities, with occasional exposure to revenue accounting and deferred revenue processes. The ideal candidate has strong accrual-based accounting experience, exceptional attention to detail, and a process-improvement mindset. This is a hands-on role that will play a key part in enhancing our AP workflows and supporting our monthly financial close process. **Experience with NetSuite, Brex, and Expensify is highly preferred.** Key Responsibilities Accounts Payable * Support the implementation, optimization, and automation of AP processes within Brex * Review, onboard, and maintain vendor records * Collect and organize vendor documentation, including W-9s and related compliance documents * Process vendor invoices and manage approval workflows * Monitor AP aging and assist with payment processing activities * Manage employee expense reports and reimbursement requests * Reconcile corporate credit card transactions and investigate discrepancies Month-End Close * Prepare prepaid expense amortization schedules and related journal entries * Perform balance sheet account reconciliations * Assist with accruals and other month-end close activities * Support audit-ready documentation and financial reporting requirements Revenue Accounting Support * Assist with select deferred revenue and revenue recognition activities * Support reconciliation and analysis of revenue-related accounts * Collaborate with the accounting team to ensure compliance with accrual-based accounting principles Qualifications Required * 3+ years of accounting experience in a Staff Accountant or similar role * Strong understanding of accrual-based accounting * Significant Accounts Payable experience * Experience participating in month-end close processes * Strong Excel and spreadsheet skills * Excellent organizational skills and attention to detail * Ability to work independently and meet deadlines in a fast-paced environment Preferred * Experience with NetSuite ERP * Experience with Brex expense management and AP workflows * Experience with Expensify * Exposure to SaaS, healthcare, or subscription-based revenue accounting * Experience with process automation and workflow improvements What We're Looking For * Detail-oriented and highly organized * Proactive problem solver * Comfortable working with evolving processes and systems * Strong communicator who can collaborate across departments * Passion for improving efficiency through automation and process enhancements Engagement Details * Temp to Hire * Typical 40 hour work week / Monday - Friday * Potential for ongoing engagement based on performance and business needs When applying, please include: 1. A summary of your Accounts Payable experience. 2. Your experience with NetSuite, Brex, and/or Expensify. 3. Examples of accounting process improvements or automation projects you have supported. 4. Your availability and hourly rate.

I’m seeking a high‑level CPA to prepare and file my 2024 and 2025 tax returns. My profile includes: Multiple real estate transactions W2 income 1031 exchanges Business investments, multi‑entity activity, and operational expenditures This engagement will serve as a trial for a long‑term CPA relationship supporting ongoing tax strategy, entity planning, and investment‑driven business development. Requirements: Licensed CPA (mandatory) Extensive experience with real estate taxation, 1031 exchanges, and multi‑entity structures Strong command of partnership/S‑corp K‑1s, depreciation, passive activity rules, and multi‑state considerations Ability to advise proactively, not just file Deliverables: Complete and file 2024 & 2025 federal/state returns Ensure accurate treatment of real estate, exchanges, investments, and business expenses Identify tax‑optimization opportunities and structural improvements To Apply: Please provide: CPA license details Relevant experience with similar clients Pricing structure and timeline Any clarifying questions needed to scope the work

Overview: We are forming a real estate investment structure involving the contribution of an existing income-producing property into a newly formed partnership/LLC in exchange for equity under IRC Section 721. The contributing owner currently holds the property through an existing LLC and has an established tax basis, depreciation history, liabilities, and balance sheet. We need an experienced CPA or partnership tax specialist to analyze the transaction and model the resulting tax consequences and allocations. This is not a tax return preparation engagement. We need transaction structuring and partnership tax analysis. Scope of Work: The selected professional will: Review the contributing LLC's balance sheet and tax basis information Analyze the proposed IRC §721 contribution Calculate: - Contributing partner's outside basis - Partnership inside basis - Capital accounts (book and tax) - Liability allocations under IRC §752 Evaluate whether liabilities create gain recognition concerns Analyze §704(c) implications and built-in gain allocations Model future depreciation and loss allocations among partners Evaluate potential disguised sale issues, if applicable Coordinate assumptions with legal counsel and fund formation counsel as needed Provide a written memorandum and supporting calculations Deliverables: We expect: 1. Written tax analysis memorandum 2. Basis and capital account schedules 3. Liability allocation analysis 4. §704(c) allocation recommendations 5. Sample allocation model showing future depreciation, losses, and sale proceeds 6. Recommendations regarding partnership agreement tax provisions Ideal Candidate CPA with strong partnership taxation background Significant experience with IRC §§721, 704(b), 704(c), and 752 Experience with real estate syndications, private funds, UPREITs, DSTs, or complex partnership structures Comfortable reviewing operating agreements and coordinating with legal counsel Able to explain complex partnership tax concepts clearly Please describe your experience with similar transactions and provide examples of the types of partnership contribution structures you have worked on.

Location: Hybrid – Albuquerque, NM (Required: Minimum one day per week in-office) Employment Type: Part-Time Employee or Independent Contractor Hours: 10–20 hours per week Experience Required: Minimum 5 years of professional bookkeeping experience About Us Siarza is a growing marketing and advertising agency seeking an experienced, detail-oriented Bookkeeper & Finance Administrator to oversee the day-to-day financial operations of our business. This role is ideal for someone who enjoys working independently, has strong organizational skills, and is comfortable managing bookkeeping, payroll, invoicing, financial reporting, and administrative finance functions in a fast-paced agency environment. This is a hybrid position requiring at least one day per week in our Albuquerque office, with the remaining hours worked remotely. We are open to hiring either a part-time employee or an independent contractor, depending on experience and fit. Position Summary The Bookkeeper & Finance Administrator serves as the primary financial and administrative support for the agency. This position is responsible for maintaining accurate financial records, managing accounts payable and receivable, processing payroll, supporting compliance reporting, and providing operational reporting to leadership. The ideal candidate is highly organized, proactive, dependable, and experienced working with multiple financial systems while maintaining confidentiality and accuracy. Key Responsibilities Bookkeeping & Financial Management Maintain accurate financial records in QuickBooks Online. Categorize and reconcile financial transactions. Monitor company cash balances and bank and credit card accounts. Assist with cash flow management to ensure payroll and vendor obligations are met. Prepare monthly financial reports and profitability analyses. Review billable hours and expenses to ensure accurate client billing. Accounts Receivable & Client Invoicing Prepare and issue client invoices for hourly, project-based, and retainer work. Manage recurring billing and verify invoice delivery. Monitor outstanding receivables and follow up on past-due accounts. Respond to client billing questions and payment inquiries. Accounts Payable & Vendor Management Process vendor invoices and payments. Communicate with vendors regarding payment schedules and account status. Resolve billing discrepancies and payment issues. Payroll & Benefits Administration Process weekly payroll accurately and on time. Maintain employee payroll records, salary changes, new hires, and separations. Manage payroll deductions and employee benefit updates. Track and maintain sick leave accruals and other required leave balances. Coordinate retirement plan contributions and maintain related records. Compliance & Financial Reporting Prepare and file monthly New Mexico Gross Receipts Tax (GRT) reports. Assist with or coordinate Workers' Compensation reporting and other required state and federal financial filings, as applicable. Maintain compliance with applicable payroll and financial reporting requirements. Assist with annual business license renewals and other regulatory filings. Reporting & Business Operations Generate monthly reports on billable and non-billable hours. Prepare staffing utilization and operational metrics reports. Maintain internal financial dashboards and scorecards. Provide financial reports and operational support to leadership. Administrative Support Respond to financial inquiries from employees, vendors, and clients. Process incoming mail and bank deposits. Attend recurring team meetings as needed. Prepare ad hoc financial reports and spreadsheets. Support day-to-day administrative and operational needs related to finance. Qualifications Minimum of 5 years of professional bookkeeping experience. Strong proficiency with QuickBooks Online. Experience processing payroll and managing payroll records. Knowledge of accounts payable, accounts receivable, reconciliations, and financial reporting. Experience with payroll taxes and state reporting requirements. Advanced proficiency with Microsoft Excel and Google Sheets. Excellent organizational skills and exceptional attention to detail. Strong written and verbal communication skills. Ability to manage multiple priorities independently while meeting deadlines. Experience working with a professional services firm, marketing agency, advertising agency, or nonprofit organization is preferred. Familiarity with Harvest time tracking software is a plus. Preferred Qualifications Experience with New Mexico Gross Receipts Tax reporting. Experience administering retirement plans, such as SIMPLE IRA. Experience managing bookkeeping for multiple entities or organizations. Familiarity with operational reporting and agency financial metrics. Ability to identify process improvements and streamline financial workflows. What We're Looking For We're seeking someone who is dependable, proactive, and takes ownership of their work. The ideal candidate enjoys creating order, maintaining accurate financial records, and supporting a collaborative team through strong financial and administrative management. This is an excellent opportunity for an experienced bookkeeper looking for a flexible, part-time role with meaningful responsibility in a growing marketing and advertising agency. Why Join Siarza? Flexible hybrid work schedule Opportunity to make a meaningful impact within a growing agency Collaborative, mission-driven team environment Variety of responsibilities that keep each day engaging Opportunity to help improve financial systems and processes as the company continues to grow Hiring Process Selected candidates will participate in a hiring process that may include: Initial interview Finance skills assessment Professional reference checks Background check

We are seeking an expert in forensic accounting to review and approve our approach to property separation analysis. The ideal candidate will have experience in forensic accounting and be able to provide a detailed review of our methodology and do their own validation of it. This is a part-time project with a short duration, expected to be completed in less than a month.

Job Description Project Overview: I am looking for a licensed, US-based CPA to assist with tax strategy, optimization, and filing for a newly established single-member LLC registered in Virginia. The business is an industrial mobility startup currently in the pre-revenue, product development phase. We are actively fabricating a prototype vehicle, so our current financial activity consists entirely of hardware development expenses, specialized tools, steel/materials sourcing, and foundational organizational costs. Key Responsibilities: Review and verify the categorization of our business expenses (currently tracked in spreadsheets/Drive). Advise on maximizing Section 195 Startup Deductions (pre-launch costs). Provide guidance on handling R&D tax credits or capitalization requirements for prototype development (machinery, specialized tools, electrical/hub motor sourcing, etc.). Prepare and file the necessary federal and Virginia state tax returns (both personal and business, as a pass-through entity). Preferred Qualifications: Active CPA license with a strong background in US federal and Virginia state tax regulations. Proven experience working with pre-revenue startups, hardware engineering, manufacturing, or product development companies. Familiarity with tracking and capitalizing R&D expenses under current tax laws. Excellent communication skills for a fully remote collaboration. Budget & Logistics: Project Type: One-time project (with potential for ongoing annual/quarterly advisory). Engagement: Remote via Upwork. Please provide your estimated fixed rate for preparation/filing or your hourly rate for an initial review and consultation.

I'm looking for a licensed California CPA to prepare a simple compiled balance sheet for a California LLC. This is for a regulatory license application with the California Department of Financial Protection and Innovation (DFPI). The document needs to meet their standards for a California Financing Law (CFL) license application. The LLC is straightforward: -Primary asset is cash on hand -Minimal liabilities -Need net worth clearly stated -Two years of tax returns (Form 1065) already prepared by another CPA This is a one time project. I need quick turnaround ideally within 3 to 5 business days. Requirements: -Must be a licensed CPA -Must be able to sign and put your name and license number on the document -Experience with regulatory or financial institution submissions preferred Please include your CPA license number in your proposal and your estimated turnaround time.

We are seeking an experienced Sage 100 user to assist with various accounting tasks on an as-needed basis. The ideal candidate will have a strong understanding of Sage 100 and be able to troubleshoot and resolve accounting issues efficiently. Responsibilities include managing financial data, ensuring accuracy in financial records, and providing support with accounting processes.

National cloud-based bookkeeping firm serving small businesses and founders is launching a tax offering to our existing bookkeeping client base and are seeking a licensed CPA (or equivalent) to lead this new tax offering end to end, under a white-label partnership. We already have several indications of interest from our client base and are bullish on our ability to be a material distribution platform for the right tax partner. You already run a successful tax practice — your own CPA license, PTIN, software stack, insurance, and workflows. We're looking to partner with that capacity. You'll lead and deliver tax services under our brand, serving clients who already trust us for their books, while continuing to run your own practice independently. We will work out economics via revenue share or other tenable economics that is a win-win. Serve our existing bookkeeping clients (individuals and small-business owners) for tax prep, filing, and planning. Underwrite, close, onboard, and lead new tax clients as the offering grows. Set the standards, workflows, and client experience for how tax gets delivered. Coordinate with our management, sales, and bookkeeping team so the tax-to-books handoff is clean. What You Bring: - Active CPA license (or equivalent) in good standing - Current PTIN and ability to e-file - An established tax practice with your own tools and software - Experience and expertise with the full suite of tax services such as small-business and individual returns (S-corps, partnerships, Schedule C, etc.), sales tax, VAT tax, Tangible property tax, etc. - Comfort working with cloud-based, founder-led small businesses - Self-directed — you can own a service line, not just process returns The Arrangement This is a white-label partnership: you deliver under our brand, and we handle distribution, and growth of the offering. We're flexible to the specific economics (revenue share or per-return) and want a model that scales well for both sides as volume grows. Goal is for yo to fold into our tea seamlessly so that our clients experience a full vertical integration of tax+bookkeeping. To apply: Tell us about your current practice, exoerience, your license/PTIN status, the types of returns you handle, and what a white-label partnership structure would look like for you.