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• Oversee complex tax research projects across a wide range of clients and industries.
• Provide tax compliance and consulting to a diverse base of Flowthrough and SALT clients.
• Develop recommendations and implement plans for clients and team members.

BPM stands for “Because People Matter,” because at our core, our people drive everything we do and how we do it.

• Review and optimize financial plans for tax efficiency.
• Develop tailored tax strategies for clients.
• Consult with Wealth Advisors on complex tax matters.

Wealthsimple helps everyone achieve financial freedom by reimagining what it means to manage your money with smart technology, making financial services transparent and low-cost.

• Primarily involved in tax planning and advisory services for real estate investors and small business owners.
• Provide technical input on tax and accounting issues, research tax solutions, and provide training.
• Guide clients through complex issues and provide practical steps to implement recommended strategies.

We are a 100% virtual CPA firm with our team located all over the United States.

• Prepare, review, and manage various tax returns.
• Provide consultation and strategic advice to clients regarding tax planning, compliance, and risk management.
• Lead internal and external training sessions to develop staff.

This position is posted by Jobgether on behalf of a partner company.

Responsible for leading client relationships, reviewing and delivering income tax returns, tax projections, and analysis for high-net-worth and ultra-high-net-worth clients. Must be detail-oriented and possess excellent time-management skills. Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists.

Mercer Advisors has worked with families to help them amplify and simplify their financial lives for 40 years by integrating financial planning, investment management, tax, estate, insurance, and more.

• Conduct first-level technical reviews of tax returns and supporting documents, ensuring completeness and accuracy.
• Consult with clients via email or phone, as needed, being responsive to their communications.
• Prepare complex tax returns involving 1031 transactions or Form 3115.

They are a 100% virtual CPA firm serving Real Estate Investors, Syndicates, and Fund Managers. Their team has a passion for real estate and is on a mission to change the accounting industry by creating the premier people-first firm where strong and talented team members will thrive.

• Prepare and review Federal and State tax returns for various entities.
• Identify tax-saving opportunities and provide proactive, strategic tax advice to clients.
• Assist with IRS and state audit support when needed.

They are an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals.

Own, design, and build the overall tax function of the organization. Ensure accurate, timely filing of consolidated federal, state, and local income tax returns and other business-related filings. Manage relationships with external tax advisors and develop and implement strategic tax planning.

Alma is on a mission to simplify access to high-quality, affordable mental health care by making it easy and financially rewarding for therapists.

• Prepare federal and state individual 1040 tax returns using commercial tax preparation software.
• Help clients navigate the complexities of taxation.
• Interact with customers through video and audio tools in a professional, friendly, and confident manner.

Vaco, LLC respects your privacy and is committed to providing a transparent notice of our Notice at Collection and Privacy Policy for California Residents.

• Serve as Carry's tax authority—the person who can answer "can we do this?" and "should we?"
• Identify tax strategies worth productizing and help prioritize our roadmap
• Work closely with product and engineering to spec out tax logic and validate implementations

Carry helps customers grow wealth through smart strategies, tax-advantaged investing, and personalized planning. They are a small, focused team building real products that help people gain control of their finances, valuing high ownership and fast iteration.

Lead compliance for complex exempt‑organization filings. Advise on UBIT/UBTI analyses and mitigate tax risk. Guide exemption matters and handle IRS/state controversy support.

BPM—where caring and community are in our company DNA.

Provide clients with tax compliance and consulting services related to protecting their tax-exempt status. Prepare and/or review tax returns for exempt organizations and their taxable affiliates (Forms 990/1120). Lead and develop tax staff in a fast-paced, dynamic environment.

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally.

• Oversee the preparation and review of fiduciary, estate, gift, and related individual income tax returns.
• Provide strategic estate, gift, and trust tax planning, including wealth transfer, charitable giving, and generational planning.
• Partner with attorneys, financial advisors, and family offices to implement integrated tax and estate strategies.

• Review corporate tax returns, computations, and tax accounting disclosures.
• Support tax planning, restructuring, and profit extraction strategies.
• Be the go-to tax contact for clients, providing clarity and stellar service.

Cooper Parry helps businesses navigate compliance and strategy with confidence. They've been dubbed ‘the rebels of accountancy’ and are straight-talking.

We are looking for a Sr. Tax Accountant to support our Tax Team. Must have a strong understanding of tax, be highly self-motivated and directed. Committed to solving problems efficiently, and interested in being part of an organization committed to continuous growth and improvement.

Casago is a vacation rental company where great people create exceptional experiences, delivering genuine hospitality to every guest.

• Be the strategic liaison for clients and McFadyen Digital.
• Shape and execute our client partnership vision and influence revenue.
• Collaborate with the senior executive team and cross-functional stakeholders to achieve goals.

McFadyen Digital is a leading global ecommerce advisor and implementor. During their 37 years in business, they’ve digitally enabled over 300 enterprise clients, including 10% of the Fortune 500. For many years they have been certified as a “Great Place to Work” which is attributed to their great team of several hundred employees.

• Conduct final technical reviews of tax returns and documents.
• Research complex tax issues and provide recommendations for resolution.
• Stay updated on changes in tax laws and procedures.

They are a 100% virtual CPA firm serving Real Estate Investors, Syndicates, and Fund Managers. Their team is located all over the United States and they are innovators of tax services and firm culture with work-life integration.

• Prepare tax returns for high-net-worth individuals, trusts and businesses.
• Create quarterly estimates and projections.
• Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients.

Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance, all managed by a single team. They serve over 31,300 families across the U.S. with a commitment to diversity and flexible working arrangements.

• Prepare and review federal and state fiduciary income tax returns, estate tax returns, and gift tax returns.
• Ensure timely and accurate filing of tax returns and estimated payments; maintain compliance calendars and oversee tax deadlines.
• Supervise and mentor junior staff, providing technical guidance and review support, while staying current on tax laws.

BPM is a company where caring and community is in their DNA, and they are always striving to be their best selves. Their shared entrepreneurial spirit drives them to see and do things differently and their passion for people makes BPM a place where everyone feels welcome.