Client Tax & Accounting Specialist

At Well Full by Bernardo Wealth, we believe true financial wellness is a journey, not just a destination. We help successful families, executives, and business owners gain clarity and confidence across every aspect of their financial lives — going beyond traditional portfolio management to deliver comprehensive guidance across planning, taxes, estate strategies, risk management, philanthropy, and family legacy planning. Our team of trusted partners anticipates our clients' needs, ensuring every part of their financial ecosystem works together seamlessly.

As we continue to grow, we are seeking a detail-oriented, tech-forward Client Tax & Accounting Specialist to join our team. This dual-role position combines tax preparation and planning support with the firm's day-to-day bookkeeping and accounting processes, working closely with our team to deliver an exceptional experience to our clients.

At Well Full by Bernardo Wealth, we believe true financial wellness is a journey, not just a destination. We help successful families, executives, and business owners gain clarity and confidence across every aspect of their financial lives — going beyond traditional portfolio management to deliver comprehensive guidance across planning, taxes, estate strategies, risk management, philanthropy, and family legacy planning. Our team of trusted partners anticipates our clients' needs, ensuring every part of their financial ecosystem works together seamlessly.

As we continue to grow, we are seeking a detail-oriented, tech-forward Client Tax & Accounting Specialist to join our team. This dual-role position combines tax preparation and planning support with the firm's day-to-day bookkeeping and accounting processes, working closely with our team to deliver an exceptional experience to our clients.

Well Full is seeking a motivated accounting and tax professional who is proficient with accounting and tax software, comfortable using AI-powered tools to work smarter and faster, and energized by direct client interaction. You will work hand-in-hand with our CPA on tax return preparation and tax planning for clients, and support our CFO with bookkeeping and accounting processes for the firm.

This is a great opportunity for someone who wants to grow within a modern, innovative wealth management firm that is actively investing in AI and technology to elevate the client experience.

• Prepare and review individual, partnership, corporate, and trust tax returns using tax software, specifically Intuit Pro Connect.
• Gather and analyze financial information and tax documents from clients to ensure accuracy and compliance.
• Communicate directly with clients to collect necessary information, answer questions, and provide tax planning advice in a warm, friendly, and professional manner.
• Assist with tax projections and estimated tax payments.
• Respond to and resolve inquiries and notices from the IRS and state tax authorities.
• Maintain and update client records and financial data within the firm's systems.
• Collaborate with the firm's CPA, financial advisors, and other team members to provide integrated wealth management solutions for clients.
• Stay current on federal, state, and local tax laws and regulations, and use AI tools to help research and summarize changes efficiently.

• Manage the full cycle of accounts payable (AP) and accounts receivable (AR), including processing vendor invoices and client billing.
• Manage the firm's use of Quick Books, including transaction entry and reconciliation.
• Handle payments and other transactions through
• Manage firm credit card accounts, including receipt scanning, expense…