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.
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.
Serve as primary point of contact for external tax advisors, compiling workpapers and managing compliance.
Prepare quarterly estimated tax calculations and maintain the tax compliance calendar.
Support tax research, planning, and process automation for a complex multi-entity structure.
Voleon is a technology company that applies AI and machine learning to investment management. It is a multibillion-dollar asset manager with nearly two decades of industry leadership and a team of internationally recognized experts.
Lead complex tax engagements for high net worth individuals, closely held businesses, and trusts.
Provide proactive tax planning, savings strategies, and wealth preservation solutions.
Supervise and review staff work while ensuring accurate and timely filings.
Frazier & Deeter is a Top 50 accounting and advisory firm serving clients across the United States and globally. They are a rapidly growing, entrepreneurial firm with offices in the US, UK, and India, repeatedly named a Best Firm to Work For and Best Firm for Women.
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.
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 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.
Perform final technical reviews of tax returns for individuals, partnerships, S-corporations, trusts, and corporations.
Provide technical mentorship and training to staff and seniors while researching complex tax issues.
Maintain strong client relationships by delivering high-quality results and recommending additional firm services.
Hall CPA is a 100% virtual CPA firm specializing in real estate tax services for investors, syndicates, and fund managers. The team is people-first, innovative, and autonomous, offering flexibility and a strong focus on work-life integration.
Serve as lead tax advisor to asset management clients, advising on partnership taxation, fund structuring, and compliance.
Drive business development and practice growth within the asset management and alternative investment marketplace.
Lead, mentor, and develop tax professionals while fostering a culture of collaboration and technical excellence.
Cherry Bekaert is a top U.S. assurance, tax, and advisory firm focused on the middle market with a digitally driven, industry-aligned strategy. Recognized by Accounting Today as a Best Tech Firm in AI governance and data strategy, it operates across all 50 states and internationally, fostering an entrepreneurial culture with professional development and flexible work arrangements.
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 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.
Lead high-impact client engagements across audit readiness, SOX compliance, M&A, ERP transformation, technical accounting, and IPO advisory.
Serve as a trusted strategic advisor to CFO organizations, driving client relationships and delivering measurable results.
Lead and develop high-performing consulting teams while contributing to firm growth through business development and entrepreneurial engagement.
Aprio is a Top 20 CPA and advisory firm that provides accounting and advisory services to fast-growing industries. The firm has 40 U.S. offices, international locations, and over 3,200 team members, with a top-rated culture and growth opportunities.
Own recurring indirect tax compliance for U.S., Canada, EU, Australia, and New Zealand.
Prepare monthly/quarterly tax returns, journal entries, and reconciliations.
Partner with Tax Director, Accounting, and external advisors on compliance and process improvements.
Topstep is a proprietary trading firm that provides a platform for traders to develop and demonstrate their skills. We are a collaborative, growing team supporting a fully remote to hybrid work environment.
Assist in the preparation and filing of indirect tax returns such as VAT and Sales tax accurately and on time.
Support the research and implementation of tax technology solutions to streamline processes.
Collaborate with cross-functional teams including Accounting, Accounts Receivable, and Legal to improve tax operations.
Turnitin is a recognized innovator in global education, providing learning integrity solutions for over 25 years. Over 16,000 academic institutions and corporations use their services in more than 185 countries, fostering a remote-first culture with a diverse global team.
Own and manage transfer pricing compliance across multiple legal entities and jurisdictions.
Oversee corporate tax compliance in India, UK, US and other jurisdictions.
Liaise with tax advisors and internal stakeholders on intercompany transactions and international tax matters.
Eqvilent provides international tax services and compliance management across multiple jurisdictions. The company fosters a supportive, empowering culture with a welcoming group of highly qualified international professionals.
Own global tax compliance and reporting across all Tilt markets.
Lead external tax advisors and manage international tax filings.
Advise the business on tax implications of new products and market entries.
Tilt is a mobile-first fintech company that uses machine learning to assess credit beyond credit scores. With millions of customers worldwide, our team collaborates across 14 countries.
Prepare federal and state tax returns and annual 1099 filings.
Maintain fixed asset records and ensure sales and use tax compliance.
Forecast taxable income, distribution projections, and expense accruals.
BHG Financial provides innovative financial solutions to professionals, small businesses, and institutions, leveraging data and analytics for faster funding. Founded in 2001, the company has a legacy as a financial services leader, with an award-winning culture centered on productivity, teamwork, and employee development.
Own the international portion of the quarterly U.S. close and foreign subsidiary tax provision.
Lead U.S. international tax return compliance including Forms 5471 and 8858, Subpart F, GILTI, FDDEI, and BEAT.
Partner with outside tax advisors on international compliance and special projects like transfer pricing coordination and automation.
Samsara is a pioneer of the Connected Operations Cloud, helping organizations harness IoT data to improve safety, efficiency, and sustainability of physical operations. As a recently public company, it fosters a hyper-growth culture that encourages rapid career development and autonomy.