Tax planning and preparation for high-net-worth individuals and their related entities.
Performing first reviews on certain individual and fiduciary returns.
Acting as a resource to business management teams for tax planning, tax research, and ongoing education of tax-related developments.
Focus Partners Wealth provides wealth, asset, and business management resources. They bring strength, innovation, and partnership to client relationships with over $180 billion in regulatory assets under management.
Guide individuals and families through meaningful financial conversations
Build personalized financial strategies aligned with client goals
Educate clients on retirement planning, investments, wealth-building, college planning, and insurance solutions
Traction Forge Financial, leveraging the strength of GFI, strives to help individuals, families, and business owners gain clarity, confidence, and control over their financial future. They empower people from all backgrounds with the knowledge and strategies needed to move forward with purpose.
Serve as the primary advisor for a portfolio of entrepreneurial and high-income clients, leading quarterly advisory meetings and delivering proactive tax planning.
Develop, maintain, and update customized tax plans for clients.
Lead a dedicated client service team of 2-4 tax professionals, coordinating workflow, mentoring staff, and ensuring high-quality deliverables.
RES Consulting is helping a progressive CPA firm find a Remote Tax Advisor. This firm is growing around proactive tax advisory rather than volume-based compliance and the client niche is focused on strategic business groups, growth-stage entrepreneurs, and HNWIs and families.
Review complex individual, partnership, trust, and estate tax returns while managing tax compliance and planning for high-net-worth clients.
Supervise multiple tax engagements, mentor associates on tax issues, and collaborate with partners on client management and business development.
Maintain active client communication to ensure satisfaction, meet deadlines, and serve as a business adviser by recommending process improvements.
Gursey | Schneider LLP is a public accounting firm providing tax, audit, and advisory services. It is a Top 100 Firm with over 200 professionals and fosters a culture of creative problem-solving and professional development, offering perks like annual trips and mixers.
Educate clients on retirement, wealth protection, and financial strategies.
Conduct financial needs analyses and help develop personalized financial game plans.
Build long-term relationships with clients and families.
Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding throughout Missouri. They are seeking motivated, entrepreneurial-minded individuals interested in building a career in financial services.
Conduct financial needs analyses and deliver personalized solutions.
Continuously develop your skills through training and mentorship.
Traction Forge Financial, powered by Global Financial Impact (GFI), is expanding. They are looking for driven and competitive individuals ready to build a career, offering training, mentorship, and licensing support.
Lead tax planning kickoff calls and quarterly advisory meetings.
Review financials to identify missed planning opportunities and advise on entity structuring and compensation optimization.
Prepare or review complex returns that reflect deep strategic planning rather than just transactional data entry.
This client is a growth-minded, remote firm looking for a Tax Manager who prioritizes strategy over compliance. They don't just crank out returns; they serve as year-round proactive partners to high-performing entrepreneurs and real estate investors.
Integral to the tax planning of closely held businesses.
Apply tax expertise and understanding of laws to formulate recommendations.
Technical review of tax returns while collaborating with partners and clients.
Advantage Group is a retained search firm based out of the San Francisco Bay Area specializing in senior and executive level placements with stable and rapidly growing clients nationally. They have established deep relationships, some lasting over 20 years, with real decision makers.
Prepare and review federal and multistate business tax returns (1120, 1120S, 1065).
Create detailed quarterly and year-end tax projections and serve as a trusted advisor on tax planning and compliance.
Lead and mentor junior staff, managing client relationships and communicating directly with clients.
Crete Professionals Alliance delivers big four firepower to local American firms through PE-backed capital, strategic technology partnerships, and innovative workforce solutions, including national recruiting and offshore support. The firm has a presence in over half the US, 17 regional offices, 900 professionals, and offshore operations in Asia, fostering a culture where relationships are the cornerstone of success.
Lead the legal development of Wahed’s US private client offering, focusing on Wills, probate, trusts, estate administration, and Islamic legacy planning.
Help design and launch a legally compliant and scalable US estate planning service under the iWill brand.
Develop the legal framework, draft core documents, advise on state-specific requirements, and support regulatory setup.
I Will Solicitors Ltd, is a subsidiary of Wahed, specializing in private client work such as Wills, inheritance tax planning, probate, trusts, and Court of Protection. They are regulated by the Solicitors Regulation Authority and known for drafting Shariah-compliant Islamic Wills in the UK.
Speak with clients who have requested information.
Help families understand available benefit options.
Guide clients through a simple enrollment process.
Global Elite Empire Consultants is a third-party recruiter. They provide remote opportunities where individuals work directly with clients requesting help with financial protection options.
Serve as a key member of the Leadership Team, actively participating in planning.
Provide financial and strategic support for product development and acquisitions.
Build and mentor staff to support corporate goals and strategies.
This company operates within the financial services industry. They value a diverse and inclusive environment supporting effective decision-making and financial clarity.
Drive technical delivery excellence by overseeing financial modeling, due diligence, and transaction execution
Lead transaction teams to successfully execute financial advisory mandates
Mentor, develop, and manage junior team members
Agentis Capital Advisors is a leading global financial advisor known for delivering value and advice to clients. They act as sell-side and buy-side advisors on global transactions including renewable power, energy, digital, transportation, and public-private partnerships.