About Gatewood Wealth Solutions / Gatewood Tax & Accounting

At Gatewood, we’re more than accountants — we are trusted partners helping families and business owners build, enjoy, and preserve wealth with purpose. We recently launched Gatewood Tax & Accounting to better integrate tax preparation, compliance, accounting, and CFO-level support into our holistic wealth services. 

The Client Accounting & Tax Specialist plays a key role in delivering accurate financial support, ensuring tax compliance, and keeping administrative operations running smoothly. This person will support clients and internal teams by combining accounting, tax, and administrative excellence.

Key Responsibilities

Accounting & Reporting

• Perform full-cycle accounting tasks including bank & credit card reco...