Serve as the primary advisor for a portfolio of entrepreneurial and high-income clients, leading quarterly advisory meetings and delivering proactive tax planning.
Develop, maintain, and update customized tax plans for clients.
Lead a dedicated client service team of 2-4 tax professionals, coordinating workflow, mentoring staff, and ensuring high-quality deliverables.
Lead tax planning kickoff calls and quarterly advisory meetings.
Review financials to identify missed planning opportunities and advise on entity structuring and compensation optimization.
Prepare or review complex returns that reflect deep strategic planning rather than just transactional data entry.
This client is a growth-minded, remote firm looking for a Tax Manager who prioritizes strategy over compliance. They don't just crank out returns; they serve as year-round proactive partners to high-performing entrepreneurs and real estate investors.
Prepare individual and business tax returns and meet with clients over video calls for tax consultations.
Own the end-to-end client experience including document collection, client communication, and building trust through expertise.
Share feedback with leadership and product teams to improve the product, processes, and overall customer experience as we scale.
April is the only embedded, year-round tax platform built to power smarter financial decisions. Their white-labeled tools bring real-time tax intelligence into the platforms people already use. They focus on helping users understand the impact of financial activities.
Act as primary contact for client communication and manage relationships.
Collaborate effectively with all firm employees.
Our client is a boutique tax firm serving clients from many professions and fields, focusing on complex tax issues. Their focus is serving clients for all their tax needs in addition to being a trusted advisor, and they are seeking an experienced Tax Manager to join their growing establishment.
Lead, Manage & Develop the Team, setting the standard, building the culture, and making sure every person on the team has what they need to succeed.
Grow the Tax Advisory Practice by driving TAS engagements for Prime and Elite clients with proactive planning and multi-scenario tax strategy.
Maintain a Strong Compliance Foundation by owning the quality and consistency of the compliance practice to ensure all reviews get done right and deadlines are met.
Our client is a firm in the middle of a deliberate transition—from high-volume tax compliance to premium, advisory-led practice and beyond. Clients are serious business owners, high-net-worth individuals, and multi-entity operators who expect more than a return.
Review complex individual, partnership, trust, and estate tax returns while managing tax compliance and planning for high-net-worth clients.
Supervise multiple tax engagements, mentor associates on tax issues, and collaborate with partners on client management and business development.
Maintain active client communication to ensure satisfaction, meet deadlines, and serve as a business adviser by recommending process improvements.
Gursey | Schneider LLP is a public accounting firm providing tax, audit, and advisory services. It is a Top 100 Firm with over 200 professionals and fosters a culture of creative problem-solving and professional development, offering perks like annual trips and mixers.
Integral to the tax planning of closely held businesses.
Apply tax expertise and understanding of laws to formulate recommendations.
Technical review of tax returns while collaborating with partners and clients.
Advantage Group is a retained search firm based out of the San Francisco Bay Area specializing in senior and executive level placements with stable and rapidly growing clients nationally. They have established deep relationships, some lasting over 20 years, with real decision makers.
Design, launch, and lead Topo Advisors' tax advisory practice.
Serve as the primary tax advisor to a book of clients including preparation and review of tax returns.
Collaborate with Topo Advisors' accounting and finance teams on cross-functional client matters.
Topo Advisors offers fractional embedded accounting and finance support to venture-backed companies. As a modern advisory firm, Topo helps founders, operators, and investors navigate the financial and strategic complexities of building companies.
Prepare complex Tax Returns of varying complexities for businesses, individuals and trusts.
Research tax questions as necessary and Interface with IRS and other tax agencies regarding client issues and audits.
Provide timely, high quality client service and collaborate effectively and efficiently with all firm employees.
Our client is a boutique tax firm serving clients from many professions and fields, focusing on complex tax issues. They are seeking an Experienced Tax Senior / Preparer to be the next successful member of their growing firm and focus on serving clients for all their tax needs in addition to being a trusted advisor.
Tax planning and preparation for high-net-worth individuals and their related entities.
Performing first reviews on certain individual and fiduciary returns.
Acting as a resource to business management teams for tax planning, tax research, and ongoing education of tax-related developments.
Focus Partners Wealth provides wealth, asset, and business management resources. They bring strength, innovation, and partnership to client relationships with over $180 billion in regulatory assets under management.
Review and sign federal/state tax returns and monthly financial statements.
Oversee tax and accounting engagements for a diverse client portfolio, ensuring all monthly close and tax deadlines are met.
Directly supervise Managers, Seniors, and Staff to provide coaching and performance management.
They are a growing, modern accounting and advisory firm seeking a Director of Accounting & Tax Services to lead service delivery for a team of 8–10 professionals. The firm is dedicated to supporting Main Street businesses and building a culture where professionals can grow without burnout.
Prepare and review federal and multistate business tax returns (1120, 1120S, 1065).
Create detailed quarterly and year-end tax projections and serve as a trusted advisor on tax planning and compliance.
Lead and mentor junior staff, managing client relationships and communicating directly with clients.
Crete Professionals Alliance delivers big four firepower to local American firms through PE-backed capital, strategic technology partnerships, and innovative workforce solutions, including national recruiting and offshore support. The firm has a presence in over half the US, 17 regional offices, 900 professionals, and offshore operations in Asia, fostering a culture where relationships are the cornerstone of success.
Manage indirect tax compliance, including sales and use tax, across multiple jurisdictions.
Oversee property tax filings, assessments, and state income tax compliance for development and operating projects.
Monitor changes in tax laws, assess business impact, and provide strategic guidance on tax implications for transactions and initiatives.
Clēnera is a tier-one developer and independent power producer that develops, finances, constructs, owns, and operates utility-scale solar and energy storage facilities across the United States. The company fosters a culture of Caring, Committed, and Courageous individuals who value respectful, cross-functional collaboration, and it is experiencing significant portfolio growth.