Create proactive, multi-year tax planning for high-net-worth individuals and their businesses.
Build deep, trusted relationships with sophisticated clients and mentor tax associates.
Leverage the latest tax technology and own outcomes in a high-caliber, small-firm environment.
This firm is a boutique tax strategy and planning firm serving business owners in the $3M–$30M range. It provides proactive, high-touch tax advisory and is focused on high-net-worth individuals, fostering a client-centric environment with top-tier talent.
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.
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.
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.
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.
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.