Junior Financial Planner (Remote) About Us Kingsley Wealth Partners is a growing wealth management firm seeking a Junior Financial Planner to support our advisory team with financial planning, client onboarding, data gathering, and ongoing client service. This is an excellent opportunity for someone looking to build a career in financial planning and gain hands-on experience working with advisors and high-net-worth clients. Responsibilities Assist advisors in preparing financial plans and client recommendations Gather and organize client financial information Help prepare retirement, investment, tax, insurance, and estate planning analyses Participate in client discovery and review meetings Maintain accurate client records and CRM data Assist with account opening and onboarding processes Prepare meeting notes and follow-up action items Support ongoing client service requests Requirements Bachelor's degree in Financial Planning, Finance, Economics, Accounting, or a related field Strong attention to detail and organizational skills Excellent written and verbal communication skills Professional and client-focused demeanor Ability to work independently in a remote environment Preferred Qualifications CFP coursework completed or in progress Experience in a financial planning or wealth management firm Familiarity with financial planning software Experience using CRM systems What We're Looking For Strong work ethic High attention to detail Desire to build a long-term career in wealth management Ability to learn quickly and take ownership of responsibilities Genuine interest in helping clients achieve their financial goals Compensation Please include your hourly rate with your application. To Apply Please answer the following: Tell us about your experience in financial planning or wealth management. Are you currently pursuing the CFP designation? What financial planning software have you used? Why are you interested in this role? Please include a short video introduction (2–3 minutes) explaining your background and career goals.

I am the successor trustee of my late sister's revocable living trust, which became irrevocable upon her death in February 2025. I am seeking an experienced CPA or Enrolled Agent with expertise in trust and estate taxation to assist with fiduciary tax compliance, beneficiary distributions, and related tax issues. Background • Decedent passed away in February 2025. • Her 2024 individual income tax return was prepared by her longtime CPA. • The final 2025 individual income tax return remains to be prepared. • A trust EIN has been obtained from the IRS, and a Form 1041 filing will be required. • The trust return is currently on extension. Scope of Work • Review trust records and tax documents. • Prepare the decedent's final 2025 individual income tax return. • Prepare the trust's Form 1041 and any related schedules. • Determine proper treatment of beneficiary distributions. • Prepare any required Schedule K-1s and beneficiary reporting. • Advise regarding fiduciary accounting and recordkeeping requirements. • Provide guidance regarding final trust termination and distribution issues, if applicable. Inherited IRA distributions Additional details regarding retirement-account beneficiary distributions are available and can be provided during follow-up discussions with qualified candidates. Experience with inherited IRA distributions and beneficiary tax reporting is needed. Qualifications Preferred • Significant experience preparing Form 1041 fiduciary returns. • Experience with trust administration after death. • Familiarity with inherited IRA and retirement-account distribution rules. • Experience with beneficiary reporting and Schedule K-1 preparation. • Knowledge of cross-border tax issues involving U.S. citizens living outside the United States. Please describe similar engagements you have handled and whether you provide both tax preparation and advisory services.

Role Purpose The Fractional Chief Financial Officer (CFO) serves as a high-impact strategic financial advisor and client-facing executive for our small-to-mid-sized business clients. Managing multiple client engagements simultaneously, you will be responsible for guiding client CEOs through critical growth decisions, optimizing cash flow and liquidity, establishing tight internal financial controls, and overseeing accounting infrastructure. You will lead strategic financial conversations while utilizing our firm's standardized workflows and cloud ecosystem to deliver exceptional client outcomes. Responsibilities Strategic Financial Leadership: Serve as the primary strategic financial advisor to client CEOs and owners. Deliver expert guidance on liquidity strategies, margin optimization, cost structures, and growth forecasting across various business stages. Financial Oversight & Compliance: Ensure the absolute accuracy, completeness, and timeliness of client financial reporting. Oversee disciplined month-end close processes and review the work product of Controllers to ensure GAAP alignment and audit readiness. Proactively identify and remediate compliance and tax risks. Systems & Process Architecture: Review, optimize, and standardize financial workflows within client QuickBooks Online (QBO) environments and the firm's central platform, Canopy. Structure charts of accounts, build efficient bank feed rules, and implement automation to drive workflow efficiency. Performance Analytics & Cash Modeling: Build and deploy dynamic 13-week rolling cash flow models and forward-looking financial forecasting strategies. Design and monitor customized KPI frameworks and financial dashboards that uncover margin leakage and shape client strategy. Client Relationship Management: Build deep executive trust rapidly in a remote setting. Translate dense financial data into highly clear, actionable advice for non-financial founders and boards. Firm Workflow Compliance: Operate efficiently within Carter & Company’s standardized internal systems. Manage all client milestones, task assignments, and timeline statuses transparently within Canopy.

Hello, I am looking for an experienced Yardi Breeze consultant who can help me with a long outstanding bank reconciliation, and to also look through my books and see if I am set up properly and if there are anythings that would stick out to an auditor. I'd also like to know if I am even doing the books properly as I am largely self taught and am honestly not sure. I am hoping this person would be available to jump in immediately to help as I have the threat of an audit looming over my head.

Provide hourly Rate and References. Need 15-20 hours per week to fulfill the following work: Must be and expert in Quickbooks, Excel, Sales Force (SFDC)/Field Service Lightning. WHEN YOU SUBMIT FOR THIS ROLE - SEND RELATIVE EXPERIENCE ON THESE ITEMS ONLY. AND A RESUME. THANK YOU. Monthly Responsibilities • Checking Invoice Coding vs Salesforce (Regions, Reps, & Service Lines) • Sanitizing Invoice Data so that Quote Numbers and Reps are included on all possible revenue transactions (Accruals) • Sales By Rep Detail Report • Quickbooks Invoice Data Upload for Salesforce (Sent to Greg Monthly) • Regional Dashboard Update – More for reference as questions comes up and the data is useful for historical reporting at a more detailed level • Labor Utilization Report (ADP vs FSL) • Monthly Labor Stats Report • Regional Labor Cost Reclass Entry • Expense Reports for Department Heads (Sales and Engineering Meetings , IT & HR Reports) • Regional Operations P&L Reports and Meeting • Backlog/Forecast Variance Check vs Invoice Data (See where Reps missed their forecast) • NEW Maintenance / Capex / Inventory Budget Meeting – Request from Ian for Maintenance Department Leadership Other Responsibilities • Weekly Labor Utilization Report • Adhoc Historical Reporting o Happens every month but for different reasons. Last month was Propane Reporting and Historical Service Line match with Salesforce (2022 – 2023) • Adhoc Quote and/ or Job Margin Analysis • Customer Sales with Class + State (couple times a year for Lu) • Rate Sheet Analysis – Pricebook Compare File • Format Ratesheets for upload into Salesforce Potential Project Work • ERP Implementation Support – I have deep understanding of Envent’s Invoice and expense data. I have a lot of insight on what is possible, what needs work, and what can be slightly adjusted for a successful ERP implementation. I also have deep knowledge of FSL, Salesforce and ADP data. • Rate Sheet process improvements – Having a base Rate Sheet so that all future analysis and discounts can be graded against the Base Rate Sheet, whether that Street Rates or not • Quote Margin Tool – I have a process that I believed can be incorporated into Salesforce quotes at scale to have an estimated or expected margin for the quote/ job. I had a meeting with Greg and he agrees it is possible. • Ensure that all Rate Sheets are current and up to date in Salesforce. Assist in creating and organizing Rate Sheets for new/existing customers. • Interact with vendors, customers and other stakeholders. • Develop market intelligence, assisting in the determination of addressable market size and opportunities for growth. • Work with the sales team to review new business development opportunities, ensuring profitable projects are pursued. QUALIFICATIONS BS Degree in Finance, Accounting or Business Key Performance Metrics Data Accuracy: Invoice coding and Salesforce alignment accuracy Forecast Accuracy: Variance between forecast, backlog, and invoiced revenue Labor Visibility: Timeliness and accuracy of labor utilization reporting Margin Improvement: Contribution to job, quote, and contract margin expansion Pricing Discipline: Adoption and consistency of rate sheets and pricing standards Contract Uplift: Identified and realized rate improvements in customer contracts Reporting Timeliness: On-time delivery of monthly and weekly reporting

We’re looking for an experienced Legal Billing Specialist to join our team on a part-time basis. If you’re detail-oriented, client-focused and comfortable navigating multiple e-billing platforms, we’d love to hear from you. What you'll do: Prepare, review, and submit client invoices across multiple legal billing and e-billing systems Juggle multiple billing processes simultaneously, following detailed client-specific billing guidelines Ensure accuracy and compliance across all billing processes Proactively identify and escalate roadblocks or billing issues to the appropriate team members What we’re looking for: Prior experience in legal billing (law firm or legal services background preferred) Hands-on experience with e-billing platforms, familiarity with Brightflag, Counsel Go, and/or Collaborati strongly preferred Experience with QuickBooks for invoicing Proven ability to manage multiple processes and adhere to detailed billing guidelines across different clients Strong communicator who knows when to flag issues and follow up Highly organized with a sharp eye for detail Details: Approx. 5 hours/week, part-time Fully remote, flexible hours Must be based in the USA

We need someone with an active US CPA to audit a very small nonprofit financial forms by Friday, July 10, 2026. There are 271 transactions for the 2025 tax year.

Need Licensed CPA / Tax Preparer Letter for Mortgage (Urgent) Looking for a licensed CPA or tax preparer to prepare and sign a lender-required verification letter on firm letterhead. The letter must include: CPA/preparer name and license number My business name Percentage of my ownership How long the business has been operating Business expenses as a percentage of gross annual sales/revenue based on the most recently filed tax returns Confirmation that using business funds for my home purchase/closing will not negatively impact the business This is for a mortgage underwriter, so it must be professionally written, signed, and dated. Please include: Your CPA/license information Experience writing lender letters Turnaround time (ideally within 24 hours) Fixed price I can provide my business documents and tax returns immediately.

We are a San Antonio based family office with holdings in commercial real estate and other assets. We use both Yardi Voyager and Quickbooks Desktop. We are looking for someone with extensive experience in both products to help our team learn, set up and successfully use the standard reports that cause be readily automated through configuration setup (rather than requiring custom integration).

As a U.S. Tax Manager at DiLucci CPA Firm, you will be primarily responsible for managing client communications and conducting thorough reviews of tax returns. Your role will center on ensuring clients understand their tax positions, addressing their questions, and supporting them through the return filing with clarity and professionalism. At DiLucci CPA, we uphold the highest standards of professionalism and integrity. Our core values—Genuine Care, Great Communication, and Speed to Learning—shape how we engage with clients and approach our work. In this role, you’ll embody these values by fostering strong client relationships, ensuring they feel valued, understood, and well-supported. Your responsibilities will include final review of tax returns with precision, responding to client inquiries, and collaborating closely with the tax team. Attention to detail and proactive communication are essential, as you’ll be instrumental in creating a seamless and positive client experience. This role is more than just preparing taxes—it’s about delivering exceptional service and demonstrating the expertise that sets DiLucci CPA apart. If you're passionate about tax and committed to excellence, we’d love to see what you can bring to our team