Maintain strong client relationships, ensuring quality control standards.
Lead and mentor the tax team, including a senior tax manager and 3 accountants.
Prepare personal and corporate tax planning, returns, and projections.
Revel CPA helps creative individuals and organizations navigate business and taxes, ensuring compliance and maximizing opportunities. The company is a small, collaborative team that values professional development, responsibility, and fun.
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.
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.
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.
Act as first point of contact for US tax queries across sales, logistics, finance, HR, and auditors.
Manage outsourced tax compliance providers for sales tax, corporate income tax, and transfer pricing.
Support quarterly and annual tax reporting under IFRS, including preparation of tax calculations and reconciliations.
AutoStore is a global technology company that uses advanced software to automate order fulfillment, helping brands exceed customer expectations. With over 1600 systems in nearly 60 countries, it is a value-driven organization emphasizing Lean, Bold, and Transparent values.
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.
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.
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.
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.
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 direct tax operations and support strategic tax initiatives for business growth.
Partner with finance, legal, and accounting teams to deliver practical tax guidance.
Identify and implement process improvements to enhance efficiency within the tax function.
Our partner is a fast-growing global organization focused on innovation and business expansion. They operate in a collaborative, innovation-driven environment with significant career growth potential.
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.
Own tax notice issues end-to-end across federal, state, and local agencies.
Communicate directly with partners about notices and tax accounts, translating complex agency interactions into clear updates.
Act as the direct point of contact with agencies, using portals, email, or phone to drive resolution.
Check is an embedded payroll platform that simplifies how businesses pay employees and manage taxes. It has a distributed team across the US that values ownership, collaboration, and creative problem-solving.
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 tax returns for high-net-worth individuals and related entities.
Ensure compliance with all federal and state filing requirements.
Support tax planning initiatives and assist in staff education and client communications.
Focus Partners Wealth is a financial services firm specializing in tax preparation and planning for high-net-worth individuals. As part of the larger Focus Financial Partners network, we combine deep expertise with a client-first approach to deliver personalized solutions.
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.
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.
Support high-impact tax projects tied to business growth, new structures, and market expansion.
Partner with Accounting, FP&A, Legal, and external tax advisors to provide business-oriented tax support.
Drive process improvements and take ownership of direct tax workstreams while balancing strategic projects.
Oura empowers people to own their inner potential through award-winning health tracking products like the Oura Ring. As a quickly growing company focused on health and happiness, we ensure our team has what they need to do their best work both in and out of the office.