Lead complex tax engagements for high net worth individuals, closely held businesses, and trusts.
Provide proactive tax planning, savings strategies, and wealth preservation solutions.
Supervise and review staff work while ensuring accurate and timely filings.
Frazier & Deeter is a Top 50 accounting and advisory firm serving clients across the United States and globally. They are a rapidly growing, entrepreneurial firm with offices in the US, UK, and India, repeatedly named a Best Firm to Work For and Best Firm for Women.
Lead and mentor a tax team while overseeing federal tax compliance and consulting services for complex client matters.
Develop tax strategies, conduct research, and manage client relationships and regulatory communications.
Review tax returns for S-Corporations, Partnerships, Individuals, and Corporations, ensuring accuracy and compliance.
Aprio is a Top 20 CPA and advisory firm that provides tax, audit, and consulting services to fast-growing industries. With 40 U.S. office locations, international offices, and over 3,200 team members speaking 60+ languages, they foster a top-rated culture and offer vast growth opportunities.
Review multistate and federal tax returns for high-net-worth individuals, partnerships, joint ventures, and non-corporate entities.
Manage and develop client relationships for income tax and financial planning, collaborating with tax partners and staff.
Supervise and mentor staff on complex tax issues, ensuring compliance and successful engagement delivery.
Gursey Schneider LLP is a Top 100 Firm and a 12-time recipient of Inside Public Accounting's Best of the Best Firms, with over 40 years of success in the market. Our firm consists of over 250 accounting professionals, and our talented people consistently drive the success of our business through thoughtful strategy and creative problem-solving.
Prepare and review complex tax returns for high-net-worth individuals and their business entities.\n- Provide proactive tax planning, research, and client communication ensuring high service quality.\n- Manage quarterly and year-end tax projections and estimated tax payments.
Parallel Advisors is a fast-growing, independent Registered Investment Advisory firm headquartered in San Francisco with offices in multiple states. They provide personalized financial planning and investment solutions, combining expert advisors and technology to deliver an extraordinary client experience.
Manage a portfolio of high-net-worth clients as primary tax contact and provide year-round advisory.
Prepare and review complex federal, state, and local income tax returns, including entity and trust returns.
Leverage CCH Axcess, Bloomberg Tax Planner, and AI tools to improve efficiency and deliver strategic tax solutions.
A wealth management firm providing tax preparation, planning, and advisory services for high-net-worth individuals and families. It fosters a collaborative, client-focused culture with fully remote work and opportunities for mentorship and professional growth.
Prepare federal individual, business, corporate, and trust tax returns for HNW and UHNW clients, including Forms 1040, 1040-NR, 1065, 1120, 1120-S, and 1041.
Communicate directly with clients to collect financial information, clarify tax questions, and facilitate accurate, timely filings.
Analyze financial documentation and apply tax-planning software to ensure complete, compliant returns.
A partner company provides accurate, personalized tax services to high-net-worth and ultra-high-net-worth individuals and businesses. The collaborative remote environment emphasizes technical expertise, discretion, and exceptional client service.
Prepare and assist with multi-state and federal income tax returns for high-net-worth individuals, corporations, partnerships, entities, estates, and trusts.
Support Senior Staff and Managers with year-end projections and quarterly estimates, and assist with new tax compliance approaches.
Conduct thorough research, remain up to date with tax laws, and liaise regularly with senior staff, managers, and clients.
Gursey | Schneider LLP is a Top 100 accounting firm and a 12-time recipient of Inside Public Accounting's Best of the Best Firms, with over 40 years of success. Our firm consists of over 250 accounting professionals who drive success through thoughtful strategy and creative problem-solving.
Prepare engagement work papers and tax returns across various industries.
Research tax issues, prepare tax projections, and support tax planning projects.
Communicate with managers, provide feedback to associates, and assist with non-tax work.
MGO is a top CPA and advisory firm serving clients across the U.S. and internationally. They foster an inclusive, collaborative, and growth-oriented culture with human care first.
Serve as lead tax advisor to asset management clients, advising on partnership taxation, fund structuring, and compliance.
Drive business development and practice growth within the asset management and alternative investment marketplace.
Lead, mentor, and develop tax professionals while fostering a culture of collaboration and technical excellence.
Cherry Bekaert is a top U.S. assurance, tax, and advisory firm focused on the middle market with a digitally driven, industry-aligned strategy. Recognized by Accounting Today as a Best Tech Firm in AI governance and data strategy, it operates across all 50 states and internationally, fostering an entrepreneurial culture with professional development and flexible work arrangements.
Supervise, coach, and mentor seasonal tax professionals to achieve performance goals and deliver high-quality tax preparation services.
Provide technical guidance on complex individual and business tax returns, ensuring compliance with federal and state regulations.
Oversee daily operations, quality assurance, and training while acting as an escalation point for customer issues.
A remote tax preparation services provider that supports individual and business tax filings during seasonal operations. The company fosters a collaborative, customer-focused environment with a diverse team of seasonal tax professionals.
Serve as primary point of contact for external tax advisors, compiling workpapers and managing compliance.
Prepare quarterly estimated tax calculations and maintain the tax compliance calendar.
Support tax research, planning, and process automation for a complex multi-entity structure.
Voleon is a technology company that applies AI and machine learning to investment management. It is a multibillion-dollar asset manager with nearly two decades of industry leadership and a team of internationally recognized experts.
Perform final technical reviews of tax returns for individuals, partnerships, S-corporations, trusts, and corporations.
Provide technical mentorship and training to staff and seniors while researching complex tax issues.
Maintain strong client relationships by delivering high-quality results and recommending additional firm services.
Hall CPA is a 100% virtual CPA firm specializing in real estate tax services for investors, syndicates, and fund managers. The team is people-first, innovative, and autonomous, offering flexibility and a strong focus on work-life integration.
Be the first stop for client requests, from money movement to account changes; escalate only what needs the advisor.
Own meeting rhythm, weekly reviews, trading checks, and follow-ups across CRM and portfolio tools.
Manage practice behind the scenes: client events, budget, and COI relationships.
Farther is a rapidly growing RIA combining expert advisors with cutting-edge technology for tailored wealth management. It's a fast-scaling startup backed by top-tier VCs and fintech investors, with a collaborative team of entrepreneurs.
Be the day-to-day point of contact for clients, handling questions, requests, and advice within your license.
Escalate to the advisors when it matters and follow through until it's resolved.
Partner with client experience and operations teams to keep onboarding, account changes, and service requests moving.
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver comprehensive wealth management. Backed by top-tier venture capital, it fosters a collaborative team of passionate entrepreneurs.
Support tax team members by maintaining client data files, managing workflows, and verifying accurate data imports into tax software.
Coordinate all stages of tax engagements, including organizing client documents, obtaining signatures, and administering e-file processes.
Act as a liaison between tax professionals, clients, and financial advisors while handling inquiries, document requests, and client invoicing.
Parallel Advisors is a fast-growing, independent Registered Investment Advisory firm headquartered in San Francisco, CA. They have offices in multiple states and offer an open array of fee-based investment solutions, combining top advisors with industry-leading technology to deliver an extraordinary client experience.
Oversee and manage a team of service specialists, ensuring adherence to key metrics and best practices.
Draft correspondence, manage calendars, and support estate planning strategists with client interactions.
Maintain client files, finalize meeting notes, and act as a liaison between clients and wealth management teams.
Mercer Advisors helps families simplify their financial lives through comprehensive planning, investment management, and estate services. Serving over 42,800 families across 110+ U.S. cities and ranked #1 RIA by Barron's, the firm fosters an inclusive culture with over half women employees.
Develop long-term client relationships with tax and finance leaders at F250 tax credit buyers and tax equity investors.
Build net new relationships through conferences, networking, outreach, and partnerships.
Serve as a trusted advisor, helping clients build their tax credit investing strategy.
Crux is a capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. They have raised $77 million from top investors and are scaling quickly with a remote-first culture.