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.
Develop financial planning strategies for high-net-worth clients including estate, retirement, business, and tax planning.
Prepare case strategies, recommendations, and advice materials with accurate and timely documentation.
Partner cross-organizationally with Wealth Management Solutions, Ameriprise Bank, and RiverSource for tailored solutions.
We are a diversified financial services leader with over $1.5 trillion in assets under management, administration and advisement. Our team of 22,000 people across 19 countries serves more than 3.5 million clients and we are a longstanding leader in financial planning, advice, and insurance.
Deliver high-quality tax compliance, consulting, and planning services to diverse clients
Oversee preparation and timely filing of all required tax returns
Collaborate with clients and internal teams to develop tax strategies and build strong relationships
Aprio is a top 20 CPA and advisory firm that accounts for anything, serving fast-growing industries with proven expertise and strategic foresight. With 40 U.S. and international offices and over 3,200 team members speaking 60+ languages, it offers a top-rated culture and growth opportunities.
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.
Prepare and assist with multi-state and federal income tax returns for high-net-worth individuals, corporations, partnerships, entities, estates, and trusts.
Support Senior Staff and Managers with year-end projections and quarterly estimates, and assist with new tax compliance approaches.
Conduct thorough research, remain up to date with tax laws, and liaise regularly with senior staff, managers, and clients.
Gursey | Schneider LLP is a Top 100 accounting firm and a 12-time recipient of Inside Public Accounting's Best of the Best Firms, with over 40 years of success. Our firm consists of over 250 accounting professionals who drive success through thoughtful strategy and creative problem-solving.
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.
Prepare and review Individual, Partnership, and S-Corporation tax returns and supporting workpapers.
Identify missing data and communicate directly with clients via email, phone, Loom, or Zoom.
Adhere to professional ethics including client confidentiality and seek licensing such as CPA or EA.
We are innovators of tax services and firm culture with work-life integration. We are a 100% virtual CPA firm with a team located across the United States, serving real estate investors, syndicates, and fund managers.
Conduct final technical reviews and sign tax returns for individuals, partnerships, S-corporations, trusts, and corporations.
Provide tax return debriefs to clients and research complex tax issues to deliver recommendations.
Mentor and train staff while maintaining strong client relationships and recommending additional firm services.
Hall CPA is a 100% virtual CPA firm specializing in tax services for real estate investors, syndicates, and fund managers. They are a people-first firm with a collaborative culture that emphasizes work-life integration, autonomy, and continuous learning.
Conduct virtual client meetings to gather information, clarify goals, and present tailored estate planning strategies.
Draft and review estate planning documents, including wills, revocable trusts, irrevocable trusts, and related instruments.
Collaborate with financial advisors and internal team members across all 50 states to deliver sophisticated estate plans.
Hargrove Firm is a national estate planning and tax law firm serving individuals and families across all 50 states through a modern, technology-enabled legal platform. The firm is growing and offers a collaborative, client-focused culture with no billable-hour requirement.
Lead enterprise tax strategy, planning, compliance, and risk management across federal, state, local, and telecommunications taxes.
Partner with executive leadership and private equity sponsors on M&A, financing transactions, and value-creation initiatives.
Transform and scale the tax function through automation, technology, and talent development.
NWN is an AI-powered technology solutions provider serving North America's most innovative public and private organizations. With over 1,200 experts, the company is recognized as a 'Best Place to Work' and prides itself on a high-performance, customer-obsessed culture.