Review complex individual, partnership, trust, and estate tax returns while managing tax compliance and planning for high-net-worth clients.
Supervise multiple tax engagements, mentor associates on tax issues, and collaborate with partners on client management and business development.
Maintain active client communication to ensure satisfaction, meet deadlines, and serve as a business adviser by recommending process improvements.
Gursey | Schneider LLP is a public accounting firm providing tax, audit, and advisory services. It is a Top 100 Firm with over 200 professionals and fosters a culture of creative problem-solving and professional development, offering perks like annual trips and mixers.
Act as primary contact for client communication and manage relationships.
Collaborate effectively with all firm employees.
Our client is a boutique tax firm serving clients from many professions and fields, focusing on complex tax issues. Their focus is serving clients for all their tax needs in addition to being a trusted advisor, and they are seeking an experienced Tax Manager to join their growing establishment.
Integral to the tax planning of closely held businesses.
Apply tax expertise and understanding of laws to formulate recommendations.
Technical review of tax returns while collaborating with partners and clients.
Advantage Group is a retained search firm based out of the San Francisco Bay Area specializing in senior and executive level placements with stable and rapidly growing clients nationally. They have established deep relationships, some lasting over 20 years, with real decision makers.
Prepare complex Tax Returns of varying complexities for businesses, individuals and trusts.
Research tax questions as necessary and Interface with IRS and other tax agencies regarding client issues and audits.
Provide timely, high quality client service and collaborate effectively and efficiently with all firm employees.
Our client is a boutique tax firm serving clients from many professions and fields, focusing on complex tax issues. They are seeking an Experienced Tax Senior / Preparer to be the next successful member of their growing firm and focus on serving clients for all their tax needs in addition to being a trusted advisor.
Serve as the primary advisor for a portfolio of entrepreneurial and high-income clients, leading quarterly advisory meetings and delivering proactive tax planning.
Develop, maintain, and update customized tax plans for clients.
Lead a dedicated client service team of 2-4 tax professionals, coordinating workflow, mentoring staff, and ensuring high-quality deliverables.
RES Consulting is helping a progressive CPA firm find a Remote Tax Advisor. This firm is growing around proactive tax advisory rather than volume-based compliance and the client niche is focused on strategic business groups, growth-stage entrepreneurs, and HNWIs and families.
Prepare and review federal and multistate business tax returns (1120, 1120S, 1065).
Create detailed quarterly and year-end tax projections and serve as a trusted advisor on tax planning and compliance.
Lead and mentor junior staff, managing client relationships and communicating directly with clients.
Crete Professionals Alliance delivers big four firepower to local American firms through PE-backed capital, strategic technology partnerships, and innovative workforce solutions, including national recruiting and offshore support. The firm has a presence in over half the US, 17 regional offices, 900 professionals, and offshore operations in Asia, fostering a culture where relationships are the cornerstone of success.
Prepare individual and business tax returns and meet with clients over video calls for tax consultations.
Own the end-to-end client experience including document collection, client communication, and building trust through expertise.
Share feedback with leadership and product teams to improve the product, processes, and overall customer experience as we scale.
April is the only embedded, year-round tax platform built to power smarter financial decisions. Their white-labeled tools bring real-time tax intelligence into the platforms people already use. They focus on helping users understand the impact of financial activities.
Supporting global income tax accounting and compliance processes.
Preparing working papers and tax provisions for quarterly financial reporting.
Assisting with transfer pricing documentation and related-party charge calculations.
Kinaxis is a global leader in modern supply chain orchestration, powering complex global supply chains and supporting the people who manage them. They have grown to become a global organization with over 2000 employees around the world and are winners of several Top Employer awards globally.
Produce comprehensive financial plans on behalf of affiliated advisors across various financial domains.
Run detailed tax analyses including Roth conversion modeling and charitable giving scenarios.
Build estate planning scenarios and coordinate with advisors on trust, gifting, and wealth transfer strategies.
First Affirmative has been a pioneer in values-aligned investing since 1988 with over $1B in AUM. Now, as Formative, we’re entering our next chapter focused on growth for impact and strive to be the leading hub for values-aligned advisors.
Lead tax planning kickoff calls and quarterly advisory meetings.
Review financials to identify missed planning opportunities and advise on entity structuring and compensation optimization.
Prepare or review complex returns that reflect deep strategic planning rather than just transactional data entry.
This client is a growth-minded, remote firm looking for a Tax Manager who prioritizes strategy over compliance. They don't just crank out returns; they serve as year-round proactive partners to high-performing entrepreneurs and real estate investors.
Act as the primary point of contact with tax consultants for direct tax, indirect tax, and withholding tax matters across all entities.
Own the compliance calendar end-to-end, ensuring timely preparation, review, and filing of tax returns and payments across jurisdictions.
Lead audit readiness and manage responses to tax audits, inquiries, and regulatory communications with confidence and precision.
Sprinto is an AI-native GRC platform that helps organisations manage risks, audits, vendor oversight, and continuous monitoring from a single connected platform. With a team of 350+ employees serving 3,000+ customers across 75+ countries, Sprinto combines scale with expertise to deliver trust and compliance.
Manage indirect tax compliance, including sales and use tax, across multiple jurisdictions.
Oversee property tax filings, assessments, and state income tax compliance for development and operating projects.
Monitor changes in tax laws, assess business impact, and provide strategic guidance on tax implications for transactions and initiatives.
Clēnera is a tier-one developer and independent power producer that develops, finances, constructs, owns, and operates utility-scale solar and energy storage facilities across the United States. The company fosters a culture of Caring, Committed, and Courageous individuals who value respectful, cross-functional collaboration, and it is experiencing significant portfolio growth.
Execution of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country.
Clear communication of all exam findings to branch management, exam managers and compliance leadership.
Ensure risks and adverse trends are identified and escalated.
Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. They have locations and subsidiaries across the United States, Canada, the United Kingdom and Germany.
Oversee the preparation and review of SEC filings and investor communications.
Manage a team of four, including two direct reports, and foster a culture of accountability.
Review technical accounting memorandums and provide guidance on U.S. GAAP matters.
Life360's mission is to keep people close to the ones they love by offering location sharing, safe driver reports, and crash detection. Life360 has more than 500 remote-first employees and is committed to innovation and delivering for their customers.