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.
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.
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 strategic growth initiatives across asset management, wealth solutions, and financial technology to deliver measurable business outcomes.
Develop and commercialize tax-aware investing, customized portfolios, and integrated investment capabilities for advisors and partners.
Collaborate with senior leaders across investments, product, technology, and distribution to launch scalable solutions and strengthen client relationships.
This financial services firm provides asset management and wealth solutions, driving growth through investment innovation and technology. The organization values collaboration, flexibility, and employee well-being, supporting a fully remote workforce.
Provide tax and structuring counsel across funds, portfolio companies, and transactions.
Design entity structures, pressure-test tax terms, and manage fund, equity, and cross-border structuring.
Partner with internal finance, corporate legal, and outside advisors to drive tax efficiencies.
Red Cell Partners is an incubation firm building and investing in rapidly scalable technology-led companies in healthcare, cyber, and national security. The firm emphasizes hard work, high standards, and good humor, with a collaborative culture that values respect and innovation.
Grow existing banking, deposits, and investing partners by increasing budgets, improving economics, and expanding distribution.
Source and onboard new partners through warm relationships and targeted outreach, particularly in the investing space.
Own the full partner lifecycle from operations and reporting to negotiation and launch, driving measurable growth.
Launch Potato is a discovery and conversion company reaching tens of millions monthly through brands like FinanceBuzz, All About Cookies, and OnlyInYourState. The company is bootstrapped and profitable, with a remote-first team across 18 countries.
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.
Drive flawless fund accounting and client service delivery across multiple pods.
Ensure accurate deliverables, compliance, and year-end audit/tax processes.
Develop and mentor a high-performing team, fostering a positive culture and client relationships.
Formulary is a technology-driven fund administration services firm focused on private markets. As an early-stage startup, they are building a category-defining business with a culture of high performance and inclusivity.
Oversee preparation and review of individual, corporate, and partnership tax returns, ensuring accuracy and timely delivery.
Develop customized Tax Savings Blueprints and lead proactive tax planning for clients.
Mentor and develop a team of tax professionals while managing portfolio workflow and client relationships.
A fully remote tax, accounting, and advisory firm dedicated to helping healthcare practice owners and growing service businesses achieve financial stability and long-term wealth. They prioritize proactive planning, team development, and direct collaboration with executive leadership.
Leads day-to-day execution, growth, and client experience of the institutional nonprofit practice, reporting to the Managing Director of Institutional Partnerships.
Partners on practice strategy while owning new business development, client service delivery, and team coordination.
Originates and closes institutional mandates, oversees client retention, and contributes to thought leadership and marketing.
Mercer Advisors is a financial advisory firm that integrates financial planning, investment management, tax, estate, and insurance for families and institutions. They serve over 42,800 families across the U.S., with a diverse workforce where more than half of employees are women, and offer a flexible, remote-friendly culture.
Own the end-to-end tax product roadmap, from discovery through delivery, covering the full client journey from document intake to filed return and tax planning.
Lead a cross-functional pod daily with engineering, design, data, and tax leadership, running agile ceremonies and managing external vendor relationships.
Shape the AI-powered tax transformation by setting direction for AI agents, driving rigorous evaluation of AI outputs, and integrating tax into the broader Mercer Advisors platform.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more under one team. Serving over 42,800 families across the U.S., the firm is ranked #1 RIA by Barron's and fosters a flexible, inclusive culture where more than half of employees and client-facing professionals are women.
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.
Leads the compliance team and program for tax division bank products, ensuring adherence to federal and state regulations.
Directs risk management, loss prevention, Power BI reporting, and compliance reviews.
Collaborates with BSA/AML, business risk, and regulators on controls and oversight.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They celebrate differences and embrace a HUMBLE*HUNGRY*SMART culture.
Own Trust Services strategy, revenue, and budget, including partner model and capability roadmap.
Lead independent trust company selection, contracting, and performance oversight with scorecards.
Serve as trust subject matter expert, advising advisors and clients on trust design and adoption.
Mercer Advisors is an independent fiduciary helping families manage their financial lives through integrated planning, investment, tax, estate, and insurance services. With over 42,800 families served and ranked #1 RIA by Barron's, the firm offers a flexible, national workplace where more than half of employees are women.
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.
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.
Lead the Tax Division's Enrollment & Onboarding function, building a high-performing team to support peak tax-season volumes.
Serve as decision authority for complex enrollment matters, balancing customer impact, business objectives, and regulatory risk.
Partner across Sales, Compliance, Risk, Operations, and Technology to drive enrollment quality, controls, and customer experience.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. The company values a humble, hungry, and smart approach, celebrating diverse perspectives and fostering an inclusive culture.