Prepare and review business and individual tax returns with accuracy and efficiency.
Complete tax compliance work for partnerships, S corporations, C corporations, and individuals.
Collaborate with team members to meet client deadlines and support tax planning initiatives.
Upsourced is a modern accounting and advisory firm built specifically for fast-growing creative agencies. The team values work-life balance, innovation, and collaboration without a traditional busy season.
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.
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.
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.
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.
Provide ongoing financial administration and tracking support for business and personal finances using QuickBooks.
Maintain accurate financial records, monitor transactions, and prepare documentation for tax-related activities.
Support financial tracking, reporting, and reconciliation, including cross-referencing data between QuickBooks and Housecall Pro.
20four7VA connects offshore independent contractors with clients worldwide, focusing on developed markets such as the US, UK, Canada, and Australia. It offers a vibrant community, constant support, and free training for its contractors.
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.
Resolve complex customer inquiries involving tax, bookkeeping, and payroll, providing accurate guidance and escalation support.
Serve as the primary escalation point for frontline team members, handling advanced tax, S-corp, and compliance questions.
Collaborate with cross-functional teams to improve processes, document cases, and maintain high service standards during tax season.
A-HT provides tax, accounting, and payroll solutions, supporting customers with complex compliance and filing needs. The company fosters a collaborative, quality-driven culture with a focus on customer experience and continuous improvement.
Review and validate client tax documentation to ensure completeness and accuracy.
Proactively contact clients via phone, email, and CRM to obtain missing information.
Manage a dedicated caseload and advance complete files to licensed tax preparers.
TaxRise provides tax relief services, offering hope and stability to individuals and families facing financial uncertainty. The company is fast-growing and passionate about reshaping the tax resolution industry with a culture of empathy and innovation.
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.
Own client accounting relationships and lead preparers and reviewers.
Deliver accurate monthly financials and provide cash flow insights.
Proactively improve client processes and lead complex onboardings.
Hall CPA is a 100% virtual, real estate-focused public accounting firm providing outsourced controller and CFO services. It is a people-first firm using technology and automation, with unlimited vacation and health insurance.
Own accounting and administration for over 1,000 individual LLCs, including monthly loan and servicing tapes.
Prepare and file year-end tax returns and K-1s for every LLC, partnering with engineering to automate workflows using AI.
Oversee corporate accounting, monthly close, budgeting, AP/AR, payroll, and payments as the company grows.
Basic Capital is a fintech company disrupting America's $1T retirement industry by building the mortgage for retirement, unlocking market ownership, and making wealth accessible to every American. The founding team includes leaders from Goldman Sachs, Uber, Block, Stripe, and Robinhood, and the company is backed by top investors such as Lux Capital and Forerunner Ventures, based in Tribeca, NYC.