Careers

Full-Service Concierge

Luxe Tax Concierge works inside closely held businesses with their finance, operations and tax teams. A full-service concierge is the person our clients rely on day to day: someone who learns how each business actually runs and keeps its numbers, systems and deadlines moving.

What you will do

  • Keep books current and reconciled across multiple related entities, and prepare month-end close packages for review.

  • Track payroll, sales tax, estimated payment and filing deadlines so nothing slips.

  • Prepare cash flow updates, budgets and the reports owners use to make decisions.

  • Coordinate with bookkeepers, payroll providers, banks, insurance brokers and attorneys on a client’s behalf.

  • Keep records organized so year-end tax work starts from clean books.

  • Document processes and set up systems so a business does not depend on what is in the owner’s head.

  • Use AI tools responsibly, inside the approvals and data rules we set with each client.

What you will learn

  • Multi-entity accounting and consolidated reporting.

  • Business and individual tax planning alongside an Enrolled Agent.

  • How fractional CFO and COO work is done: forecasting, controls and an operating rhythm.

  • How to support several businesses at once with care and discretion.

How you will grow

You start with defined responsibilities and take on more of each client relationship as you are ready. Our clients are growing, adding entities, people and complexity, and the role grows with them. Over time, you become the person a business owner calls first.

What we look for

  • Accuracy with numbers and comfort in QuickBooks Online and spreadsheets.

  • Organization and reliability with deadlines, and calm when priorities shift.

  • Clear, courteous written communication.

  • Discretion with confidential financial information.

  • Curiosity about how businesses work.

This is a 100% virtual role.

Apply

Email your resume to admin@luxetaxconcierge.com with a short note about yourself, where you're based, and your LinkedIn profile if you have one. A member of our team will be in touch.