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.
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.
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 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.
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.
Manage calendar, email, and scheduling for leadership, including client meetings, cross-time-zone coordination, and travel arrangements.
Support EOS® processes by preparing L10 meetings, Quarterlies, tracking action items, and maintaining tools like Rocks, Scorecards, and V/TO.
Handle client-ready documents, follow-ups, CRM updates, and confidential information with discretion.
GoFasti is a Talent-as-a-Service company that connects world-class developers and designers from Latin America with global companies. They emphasize making remote work remarkable and value proactive, continuously improving talent.
Review and validate client tax documentation to ensure completeness and accuracy.
Proactively contact clients via phone, email, and CRM to obtain missing information.
Manage a dedicated caseload and advance complete files to licensed tax preparers.
TaxRise provides tax relief services, offering hope and stability to individuals and families facing financial uncertainty. The company is fast-growing and passionate about reshaping the tax resolution industry with a culture of empathy and innovation.
Provide ongoing financial administration and tracking support for business and personal finances using QuickBooks.
Maintain accurate financial records, monitor transactions, and prepare documentation for tax-related activities.
Support financial tracking, reporting, and reconciliation, including cross-referencing data between QuickBooks and Housecall Pro.
20four7VA connects offshore independent contractors with clients worldwide, focusing on developed markets such as the US, UK, Canada, and Australia. It offers a vibrant community, constant support, and free training for its contractors.
Prepare and review business and individual tax returns with accuracy and efficiency.
Complete tax compliance work for partnerships, S corporations, C corporations, and individuals.
Collaborate with team members to meet client deadlines and support tax planning initiatives.
Upsourced is a modern accounting and advisory firm built specifically for fast-growing creative agencies. The team values work-life balance, innovation, and collaboration without a traditional busy season.
Manage end-to-end operational workflows for AWS and Anthropic funding programs.
Maintain accurate client records, funding documentation, and operational trackers.
Communicate program updates and funding requirements to internal teams and external partners.
Jobgether is a global platform that connects job seekers with remote opportunities using AI-powered matching. They operate with a fully remote, globally distributed team and foster an inclusive, collaborative culture.
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.
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.
Own end-to-end accounting with AI and automation, from bookkeeping to monthly close and financial statements.
Manage controller-level duties including cash flow, vendor payments, and audit preparation.
Use Claude to develop reusable skills that automate repetitive accounting workflows.
RYZ Labs is a startup studio that partners with entrepreneurs to build industry-defining companies in a post-pandemic world. The team is remote across the US and Latin America, with a culture of ownership, frugality, and continuous improvement.
Answer calls, emails, and website inquiries, log leads, and book assessments.
Build and update caregiver schedules, fill call-offs, and confirm visits.
Track onboarding paperwork, support billing/payroll prep, and handle admin tasks.
GoFasti is a Talent-as-a-Service company that connects world-class developers and designers from Latin America with top companies globally. They focus on making remote work remarkable and emphasize top talent from the region.
Manage the full accounts receivable and invoicing cycle, including recurring and variable client fees.
Perform bookkeeping in QuickBooks Online and support monthly financial close activities.
Collaborate with leadership to improve financial procedures and documentation.
A fast-growing digital marketing agency that manages client billing, invoicing, and financial operations. The company operates in a fully remote, international environment with a focus on scaling processes and direct collaboration with leadership.
Coordinate day-to-day tax operations processes that support tax professionals, financial advisors, and clients.
Manage tax documentation, client records, and workflows from document collection through return submission.
Leverage digital tools, automation, and approved AI technologies to enhance efficiency and service quality.
Confidential is a wealth management firm focused on delivering high-quality tax services through operational excellence and exceptional client service. The company fosters a collaborative, remote-friendly culture that values continuous improvement and team support.
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.
Serve as the designated specialist for an assigned portfolio of Canadian payroll tax customers.
Manage and resolve customer cases within service-level agreements, including tax filings and year-end activities.
Apply multi-jurisdiction payroll tax knowledge to research issues and provide practical customer solutions.
This company provides specialized Canadian payroll tax services and customer support to a portfolio of clients. It is a growing organization with a collaborative, service-focused culture that values continuous improvement and professional development.
Serve as the primary point of contact for members through onboarding, ensuring they successfully establish their businesses.
Assist members with tax, accounting, payroll, and U.S. corporate structure questions using cross-functional resources.
Proactively send updates on key milestones and identify opportunities to improve the onboarding process.
Collective is a technology platform and team of trusted advisors helping businesses-of-one with incorporation, accounting, bookkeeping, and taxes. Backed by prominent investors, the company empowers self-employed people to focus on their passion, not paperwork.
Prepare, submit, and reconcile expense reports for the marketing team in Emburse.
Produce and send newsletters, managing content, formatting, proofreading, and scheduling.
Maintain CRM data by cleaning and standardizing contact and client files for campaigns.
GoFasti is a Talent-as-a-Service company that connects world-class developers and designers from Latin America with global companies. We make remote work remarkable, focusing on top LatAm talent and building strong relationships.