Review complex individual tax returns (Form 1040), trusts (Form 1041), and business returns (Forms 1065, 1120S) for accuracy and compliance.
Lead tax planning engagements for individuals and small business owners, advising on financial strategies.
Manage multiple client relationships, monitor deadlines and budgets, and participate in business development.
Aprio is a Top 20 CPA and advisory firm with 40 U.S. office locations and over 3,200 team members that speak 60+ languages. The firm provides tax planning and consulting services to help clients maximize opportunities.
Serve as the firm's primary technical tax resource, reviewing 450–550 returns annually and managing 1–2 Tax Managers.
Maintain strong client relationships, sign off on returns with full authority, and collaborate on process improvements.
Work remotely with a trust-based culture offering flexibility, competitive PTO, and a clear path to partnership.
Agresta, Storms & O’Leary, PC is a full-service CPA firm providing assurance, tax, business consulting, and entrepreneurial accounting services to diverse clients. With approximately 40 professionals across Indiana, the firm was founded in 2009 by partners with backgrounds in national and regional firms, united by a goal of combining superior professionals and technology.
Serve as primary client contact, spending up to 50% of time in direct client meetings via Zoom.
Create and deliver tailored tax plans, research complex tax issues, and coordinate with the tax preparation team.
Maintain strong client relationships, manage expectations, and stay updated on tax law changes.
We are a 100% virtual CPA firm serving Real Estate Investors, Syndicates, and Fund Managers. Our team is passionate about real estate and we are on a mission to change the accounting industry by creating a premier people-first firm where strong, talented team members thrive.
Prepare and review complex US tax returns for individuals, SMBs, and business entities.
Leverage AI tools and tax software to improve efficiency and accuracy in a tech-forward environment.
Communicate directly with clients and teams, managing multiple deadlines during tax season.
We are a growing CPA firm in Texas managing over 3,000 clients annually across various segments. We pride ourselves on delivering quality audit and tax services while building a collaborative, supportive team culture.
Lead tax planning kickoff calls and quarterly advisory meetings to design high-impact strategies.
Review financials for missed opportunities and prepare complex returns reflecting strategic planning.
Mentor team members and help scale the firm's advisory offerings and technical standards.
Our client is a growth-minded, remote accounting firm that provides strategic tax advisory to entrepreneurs and real estate investors. They focus on proactive partnership and have a culture of no timesheets and continuous improvement.
Serve as the primary U.S. tax subject matter expert, guiding product development and enhancements.
Collaborate with cross-functional teams to translate tax regulations into scalable software capabilities.
Monitor tax legislation changes and advise on product updates to ensure compliance and accuracy.
Caseware is a Canadian fintech company that has led the global audit and accounting software industry for over 30 years, serving over 500,000 users across 130 countries. They foster a collaborative and inclusive culture, with a recent strategic investment from Hg Capital driving their next growth phase.
Manage tax compliance and planning for high-net-worth individuals, families, trusts, and closely held businesses.
Prepare and review federal, state, and local tax returns for various entities including individuals, trusts, and partnerships.
Identify tax planning opportunities and collaborate with wealth advisors to support clients' broader financial objectives.
Focus Financial Partners is a leading financial services firm offering integrated wealth management, family office, and business management services. The company has a large team and a client-first fiduciary culture.
Lead client calls and present tax returns and strategies to women-owned businesses.
Prepare accurate tax returns for LLCs and S Corporations ensuring compliance.
Collaborate with bookkeeping team to ensure seamless financial reporting and client onboarding.
KSA Tax Partners is a woman-owned, fully virtual accounting firm that empowers women business owners by providing tax filing and financial education. The firm offers a year-round service model with a stable work environment and a supportive, innovative team culture.
Partner with finance leadership to build and scale tax processes and strategies.
Own the quarter-end and annual tax provision process (ASC 740) and prepare tax journal entries.
Lead research on special projects including R&D tax credits, international expansion, and transfer pricing.
New Relic is a global observability platform that helps companies optimize their digital applications. It is a rapidly growing SaaS company with a dynamic and innovative culture.
Manage client relationships weekly and monthly as the primary point of contact for Bookkeeper360 clients, providing monthly financial reviews and addressing tight deadlines.
Lead and manage 1-3 bookkeepers in maintaining transactional bookkeeping tasks, including AP/AR, reconciliations, and month-end close functions.
Leverage cloud-based accounting systems, integrate add-ons, and review workflows to recommend technology and app efficiencies.
Bookkeeper360 is a fintech company helping small businesses manage their finances through cloud-based accounting, payroll, tax, and advisory services. They have been recognized as one of Accounting Today's 2024 Best Firms to Work For and a fastest growing company by Inc. 5000, with a 4.8-star Google rating.
Manage tax compliance and planning for high-net-worth individuals, trusts, and closely held businesses.
Identify tax-saving opportunities and coordinate with wealth advisors to support client objectives.
Prepare and review federal, state, and local tax returns while mentoring tax staff.
Focus Partners Wealth is a wealth management firm providing comprehensive financial planning and investment services. With over $180 billion in assets under management, the firm fosters a collaborative, client-focused culture.
Provide technical review of tax returns for HNWI individuals, trusts, and estates.
Collaborate with partners, clients, and senior accountants to resolve complex tax issues.
Foster and grow client relationships through expert tax planning and compliance.
They are a well-established, stable and growing tax firm specializing in HNWI tax planning, trusts, and estates. They offer real career growth, competitive compensation, and a hybrid work environment.
Lead end-to-end implementations of Caseware accounting and assurance solutions, from requirements gathering to go-live support.
Act as the primary solution authority on client engagements, translating business requirements into best-practice configurations.
Manage client relationships, oversee project delivery, and mentor associate consultants.
Caseware is a fintech company that has led the global audit and accounting software industry for over 30 years, serving over 500,000 users across 130 countries. With a recent strategic investment, the company is in a growth phase and emphasizes a collaborative culture with diverse teams.
Prepare and review federal and state partnership tax returns for venture capital fund clients
Manage K-1 production, quality review, and delivery to limited partners
Coordinate with fund accountants and external CPAs to gather source data and resolve discrepancies
Decile Group builds the infrastructure that powers venture capital firms, providing fund administration, compliance, and operational support to hundreds of emerging fund managers across the country. The company is scaling and offers a remote-first work environment with thoughtful, high-caliber teammates.
Review and analyze tax notices and prepare responses to tax authorities.
Assist in preparing clients for tax audits and develop defense strategies.
Conduct legal research and prepare legal documents such as appeals and petitions.
Aprio is a Top 20 CPA and advisory firm that provides accounting and advisory services for fast-growing industries. It has 40 U.S. office locations, international offices, and over 3,200 team members speaking 60+ languages, with a top-rated culture.
Oversee and manage accounting needs for business, high-net-worth, and family office clients, including monthly, quarterly, and annual close cycles with journal entries and reconciliations.
Generate new prospects and develop strong client relationships while establishing internal controls and GAAP accounting standards.
Lead and mentor staff, support cross-functional accounting system implementations, and review financial reports for compliance and accuracy.
Gursey | Schneider LLP is a Top 100 Firm and a 10-time recipient of Inside Public Accounting's Best of the Best Firms, with more than 40 years of success. The firm consists of over 200 accounting professionals who drive success through thoughtful strategy and creative problem-solving.
Serve as the primary technical authority on US and international tax matters, providing strategic guidance to internal teams and clients.
Lead, mentor, and review the work of a regional team of tax professionals while driving operational excellence.
Identify opportunities to improve workflows and optimize international tax structures to support compliance and strategic planning.
The company is a growing advisory organization specializing in tax and business services. It offers a collaborative, entrepreneurial environment with a focus on process innovation and professional development.
Manage essential financial operations, including bank reconciliations and bookkeeping, for a portfolio of clients.
Prepare financial reports, handle tax filings, and ensure compliance with accounting standards.
Collaborate with internal teams and clients using QuickBooks Online to deliver high-quality accounting support.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. They operate as a remote-first organization focusing on efficient and fair recruitment processes.
Manage and review international tax compliance engagements for U.S.-based clients with foreign operations.
Research and analyze international tax issues involving cross-border transactions, tax treaties, and global business structures.
Mentor junior staff and develop strong client relationships as a trusted advisor.
BPM is a public accounting firm driven by an entrepreneurial spirit and a passion for people. With a culture of caring and community, it offers professional development opportunities and values authenticity, with a size that supports colleagues through shared growth.
Develop advanced international tax preparation and review skills.
Act as a tax advisor to clients.
Lead and supervise lower-level associates on engagements.
MGO is a top CPA and advisory firm serving innovative, high-impact clients. With over 500 professionals across the US and India, they are recognized as a Best Place to Work with an inclusive culture.