Flex HR

Human Resources

• Develop and update employee handbooks and HR policies for clients
• Conduct comprehensive benefits audits and recommend improvements
• Build and maintain organizational charts and workforce planning tools
• Define, track, and analyze HR‑related KPIs
• Create and support ongoing employee growth and development plans
• Manage onboarding and offboarding processes
• Administer and track leaves of absence
• Partner with managers on disciplinary actions and performance improvement plans
• Ensure HR compliance across multiple states and regulatory environments
• Optimize existing HR technology and support implementation of new systems

Human Resources Management Consultant

Agent

• Prepare and review individual, corporate, partnership, S-Corporation, trust, and nonprofit tax returns
• Prepare amended federal and state tax returns
• Analyze tax documents and financial records for accuracy and completeness
• Ensure timely filing and compliance with federal, state, and local tax regulations
• Review tax returns for planning opportunities and potential savings
• Respond to IRS and state tax notices
• Communicate with taxing authorities on behalf of clients
• Prepare and manage Power of Attorney (POA) authorizations
• Assist clients with audits, compliance matters, and account resolution
• Support tax planning projects for business owners and high-income individuals
• Assist with entity structure evaluations and tax optimization strategies
• Participate in tax summary meetings and client advisory sessions
• Research tax issues and provide documented recommendations
• Communicate professionally with clients regarding requests, tax notices, and project updates
• Gather and organize client documentation through TaxDome
• Maintain detailed project notes and documentation
• Coordinate with internal Accounting, Advisory, and Operations teams

Enrolled Agent

Content Creator

• Create content for LinkedIn, Facebook, Instagram, TikTok, YouTube, and company websites.
• Develop educational content related to accounting, tax, business growth, and entrepreneurship.
• Write social media posts, captions, blogs, and marketing materials.
• Create recruiting and employer branding content.
• Design presentations, brochures, flyers, event materials, advertisements, and sales collateral.
• Maintain brand standards across all platforms.
• Develop graphics for webinars, conferences, recruiting initiatives, and business development activities.
• Record and edit short-form and long-form videos.
• Create social media reels and promotional content.
• Capture content during company events and business trips.
• Support executive thought leadership content.
• Attend conferences, networking events, recruiting fairs, team meetings, and workshops.
• Capture photography and video content.
• Assist with event promotion and marketing coordination.
• Travel as required throughout the year.
• Assist leadership with presentations and marketing projects.
• Support recruiting campaigns and hiring initiatives.
• Help coordinate firm announcements, launches, and growth initiatives.

Human Resources Management Consultant

Enrolled Agent

Content Creator, Marketing Coordinator