Source Job

• 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.

• Close new tax planning engagements and expand services with existing clients.
• Deliver personalized tax return preparation, planning, and advisory services, building trusted, long-term relationships with clients.
• Guide prospects from seminar attendee to client by nurturing leads, building proposals, and closing new tax planning engagements.

Goldstone Partners is helping this highly successful company find talented professionals who want to help us – and our clients - prosper.

• 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.

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.

• 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.