Review multistate and federal tax returns for high-net-worth individuals, partnerships, joint ventures, and non-corporate entities.
Manage and develop client relationships for income tax and financial planning, collaborating with tax partners and staff.
Supervise and mentor staff on complex tax issues, ensuring compliance and successful engagement delivery.
Gursey Schneider LLP is a Top 100 Firm and a 12-time recipient of Inside Public Accounting's Best of the Best Firms, with over 40 years of success in the market. Our firm consists of over 250 accounting professionals, and our talented people consistently drive the success of our business through thoughtful strategy and creative problem-solving.
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.
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.
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.
Lead and mentor a tax team while overseeing federal tax compliance and consulting services for complex client matters.
Develop tax strategies, conduct research, and manage client relationships and regulatory communications.
Review tax returns for S-Corporations, Partnerships, Individuals, and Corporations, ensuring accuracy and compliance.
Aprio is a Top 20 CPA and advisory firm that provides tax, audit, and consulting services to fast-growing industries. With 40 U.S. office locations, international offices, and over 3,200 team members speaking 60+ languages, they foster a top-rated culture and offer vast growth opportunities.
Lead a fully remote team of Virtual Tax Professionals handling Second Look reviews and complex tax matters.
Recruit, train, and coach seasonal associates on tax policies, IRS transcript analysis, and workflow systems.
Ensure service quality and compliance by managing schedules, performance metrics, and client escalations.
The company provides virtual tax preparation and review services, specializing in complex tax matters and client support. It fosters a collaborative, inclusive remote work environment and emphasizes professional development and high-quality service.
Prepare complex individual and business tax returns (Forms 1040, 1120-S, 1065) using Drake Tax or similar software.
Manage daily workflows in TaxDome, coordinate client onboarding, and track assignments from intake through completion.
Draft professional client communications and support monthly bookkeeping data collection.
This partner is a growing accounting practice serving small business owners and rental property investors. The team is led by a CPA founder and fosters a proactive, client-focused culture with direct exposure to firm operations.
Manage and mentor a growing team of professionals, driving client-centric service.
Review tax returns, quarterly projections, and financial statements for high-net-worth clients.
Support research on complex tax matters and regulatory updates.
Mariner Wealth Advisors provides coordinated financial strategies and tax consulting to high-net-worth clients and closely held businesses. The firm fosters a culture of camaraderie, teamwork, and work-life balance, offering progressive opportunities for professional growth.
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.
Researches and documents technical accounting positions under US GAAP for revenue, stock-based compensation, leases, debt, and capitalized software.
Owns accounting policies, complex transaction accounting, and implementation of new accounting standards.
Collaborates with Finance, Legal, FP&A, and auditors to ensure accurate reporting and smooth audits.
Jobgether is an AI-powered job matching platform that shortlists candidates and shares them directly with hiring companies. It supports remote and full-time hiring through a partner network with a focus on efficiency and transparency.
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.
Prepare accurate tax returns for LLCs and S Corporations with full compliance.
Manage financial records and client onboarding using ProConnect and QuickBooks Online.
Collaborate with bookkeeping team to ensure seamless year-round tax services.
KSA Tax Partners is a woman-owned, virtual accounting firm empowering women business owners with tax preparation and financial insights. It offers a supportive, innovative culture with year-round work and a healthy work-life balance.
Prepare engagement work papers and tax returns across various industries.
Research tax issues, prepare tax projections, and support tax planning projects.
Communicate with managers, provide feedback to associates, and assist with non-tax work.
MGO is a top CPA and advisory firm serving clients across the U.S. and internationally. They foster an inclusive, collaborative, and growth-oriented culture with human care first.