Clark Nuber PS
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Fintech • Payments • Financial Services
Lead Salesforce implementations from discovery and solution design through deployment and support. Design, configure, develop, test, and maintain Salesforce solutions, integrations, data migrations, reports, dashboards, and custom enhancements. Coordinate technical workstreams, diagnose complex issues, manage releases, document solutions, train clients, and mentor consultants. Support scoping, demonstrations, sales initiatives, process improvements, and client relationship management.
Fintech • Payments • Financial Services
Manage full proposal lifecycle, maintain website content and SEO, lead social media strategy and content calendar, perform prospect research and outreach, execute niche marketing plans, leverage HubSpot and project management tools, identify cross-selling opportunities, manage sponsorships and department budget, and collaborate with practice leaders to drive business development and firm growth.
Fintech • Payments • Financial Services
Manage complex partnership tax engagements, including planning, compliance, research, IRS examinations, appeals, and technical advisory services. Supervise staff, review tax returns and workpapers, ensure timely and high-quality deliverables, develop client relationships, support business development, and provide tax education and technical leadership. The role also contributes to department initiatives, recruiting, professional development, and firm growth.
Fintech • Payments • Financial Services
Manage tax compliance and consulting engagements for nonprofit organizations and private foundations. Responsibilities include planning engagements, reviewing tax returns and workpapers, researching technical tax issues, advising clients on tax planning, supporting IRS examinations and appeals, managing client relationships, developing proposals, mentoring staff, and delivering technical training.
Fintech • Payments • Financial Services
Lead tax engagements for private foundations and high-net-worth individuals, overseeing planning, execution, staff supervision, technical reviews, compliance, IRS examinations, and sophisticated tax research. Provide advisory services involving foreign filings, alternative investments, multistate compliance, and tax planning. Support business development, client relationships, staff education, recruiting, and department initiatives while serving as a technical resource and progressing toward partner leadership.
Fintech • Payments • Financial Services
Manage tax engagements for high-net-worth individuals, family offices, and affiliated entities. Responsibilities include planning and reviewing tax compliance work, researching technical issues, advising clients on tax planning, supporting IRS examinations and appeals, managing client relationships, developing new business, mentoring staff, and delivering technical training.
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Fintech • Payments • Financial Services
Supports client accounting and financial operations, including accounts payable and receivable communications, invoice organization, payment processing, vendor inquiries, financial record maintenance, and customer payment documentation. The intern also contributes to process improvements and special projects, attends meetings and training, visits clients, and works with mentors to establish professional development goals while gaining GAAP-based accounting experience.
Fintech • Payments • Financial Services
Audit interns gain hands-on experience with audit, review, and compilation engagements; perform vouching, tracing, reconciliations, engagement planning, documentation, and finalization. Interns work with financial statement and employee benefit plan audits, interact with clients during visits, and receive mentorship. The internship runs June 21 through August 13, 2027, at 40 hours per week in the Bellevue office.
Fintech • Payments • Financial Services
Audit interns gain hands-on experience with audit, review, and compilation engagements, applying vouching, tracing, and reconciliation techniques to employee benefit plans and financial statements. They assist with engagement planning, documentation, finalization, and deadlines while developing professional auditing skills through mentorship, client visits, and shadowing experienced professionals. The internship runs full-time in the Bellevue office from June 21 to August 13, 2027.
Fintech • Payments • Financial Services
Assists clients with tax planning, tax research, and analysis; prepares business and individual tax returns and related documents; evaluates tax implications and identifies ways to minimize tax burdens. Partners with tax professionals to develop practical client recommendations and strengthen advisory skills. The role requires CPA licensure credit completion by January 2027, strong written and verbal communication, creative problem-solving, and U.S. work authorization without current or future sponsorship.
Fintech • Payments • Financial Services
Lead GASB-based audit and assurance engagements from planning through completion. Manage engagement teams, review workpapers and financial statements, assess engagement risk, maintain client relationships, mentor staff, support practice growth and proposal activity, meet $100K new-billings goal, present technical training, research technical issues, and complete required CPE.
Fintech • Payments • Financial Services
Guide clients through ERP and software solution evaluation, selection, implementation, and optimization. Build client, referral, and partner relationships; manage sales pipelines; conduct discovery and gap analyses; develop recommendations, proposals, RFIs, RFPs, and Statements of Work; coordinate with implementation teams and vendors; support onboarding, configuration, integrations, reporting, automation, training, renewals, and advisory services. Contribute to thought leadership, market intelligence, practice development, and customer success.
Fintech • Payments • Financial Services
Lead and manage audit, review, compilation, and consulting engagements for privately held companies from planning through completion. Supervise and mentor staff, review work papers and financial statements, provide technical GAAP and auditing guidance, manage client relationships, support practice development and business generation, present training, and ensure engagement quality and compliance. Maintain professional development through CPE and meet annual new-billing sales targets.