Prepare and review U.S. federal and state tax returns for investment funds.
Analyze transactions for tax implications including installment sales and QSBS.
Collaborate cross-functionally with accounting, engineering, and operations teams.
Belltower provides fund administration services to venture funds, syndicates, and rolling funds. They have supported over 27,000 funds with $25B in assets under administration and operate as a remote-first company.
Prepare and review complex US tax returns for individuals, SMBs, and business entities.
Leverage AI tools and tax software to improve efficiency and accuracy in a tech-forward environment.
Communicate directly with clients and teams, managing multiple deadlines during tax season.
We are a growing CPA firm in Texas managing over 3,000 clients annually across various segments. We pride ourselves on delivering quality audit and tax services while building a collaborative, supportive team culture.
Serve as the primary U.S. tax subject matter expert, guiding product development and enhancements.
Collaborate with cross-functional teams to translate tax regulations into scalable software capabilities.
Monitor tax legislation changes and advise on product updates to ensure compliance and accuracy.
Caseware is a Canadian fintech company that has led the global audit and accounting software industry for over 30 years, serving over 500,000 users across 130 countries. They foster a collaborative and inclusive culture, with a recent strategic investment from Hg Capital driving their next growth phase.
Create proactive, multi-year tax planning for high-net-worth individuals and their businesses.
Build deep, trusted relationships with sophisticated clients and mentor tax associates.
Leverage the latest tax technology and own outcomes in a high-caliber, small-firm environment.
This firm is a boutique tax strategy and planning firm serving business owners in the $3M–$30M range. It provides proactive, high-touch tax advisory and is focused on high-net-worth individuals, fostering a client-centric environment with top-tier talent.
Manage tax compliance and planning for high-net-worth individuals, families, trusts, and closely held businesses.
Prepare and review federal, state, and local tax returns for various entities including individuals, trusts, and partnerships.
Identify tax planning opportunities and collaborate with wealth advisors to support clients' broader financial objectives.
Focus Financial Partners is a leading financial services firm offering integrated wealth management, family office, and business management services. The company has a large team and a client-first fiduciary culture.
Review complex individual tax returns (Form 1040), trusts (Form 1041), and business returns (Forms 1065, 1120S) for accuracy and compliance.
Lead tax planning engagements for individuals and small business owners, advising on financial strategies.
Manage multiple client relationships, monitor deadlines and budgets, and participate in business development.
Aprio is a Top 20 CPA and advisory firm with 40 U.S. office locations and over 3,200 team members that speak 60+ languages. The firm provides tax planning and consulting services to help clients maximize opportunities.
Provide technical review of tax returns for HNWI individuals, trusts, and estates.
Collaborate with partners, clients, and senior accountants to resolve complex tax issues.
Foster and grow client relationships through expert tax planning and compliance.
They are a well-established, stable and growing tax firm specializing in HNWI tax planning, trusts, and estates. They offer real career growth, competitive compensation, and a hybrid work environment.
Conduct 45-minute client consultations via video calls to understand tax situations and provide personalized tax planning recommendations.
Build trust with customers by delivering clear guidance and actionable tax planning tailored to each client's goals.
Document key findings and collaborate with product teams to improve consultation workflows and client experience.
April is an embedded, year-round tax platform that powers smarter financial decisions by integrating real-time tax intelligence into existing platforms. It operates with an API-first infrastructure and a collaborative, fast-paced team culture focused on innovation.
Serve as primary client contact, spending up to 50% of time in direct client meetings via Zoom.
Create and deliver tailored tax plans, research complex tax issues, and coordinate with the tax preparation team.
Maintain strong client relationships, manage expectations, and stay updated on tax law changes.
We are a 100% virtual CPA firm serving Real Estate Investors, Syndicates, and Fund Managers. Our team is passionate about real estate and we are on a mission to change the accounting industry by creating a premier people-first firm where strong, talented team members thrive.
Manage tax compliance and planning for high-net-worth individuals, trusts, and closely held businesses.
Identify tax-saving opportunities and coordinate with wealth advisors to support client objectives.
Prepare and review federal, state, and local tax returns while mentoring tax staff.
Focus Partners Wealth is a wealth management firm providing comprehensive financial planning and investment services. With over $180 billion in assets under management, the firm fosters a collaborative, client-focused culture.
Manage and review international tax compliance engagements for U.S.-based clients with foreign operations.
Research and analyze international tax issues involving cross-border transactions, tax treaties, and global business structures.
Mentor junior staff and develop strong client relationships as a trusted advisor.
BPM is a public accounting firm driven by an entrepreneurial spirit and a passion for people. With a culture of caring and community, it offers professional development opportunities and values authenticity, with a size that supports colleagues through shared growth.
Execute tax operations workflows including tax documentation, withholding, and year-end reporting.
Manage and reconcile tax forms such as W-8, W-9, 1099, and 1042-S with accuracy.
Collaborate with cross-functional teams to improve processes and implement automation.
The company is a modern investment platform that supports tax compliance and operational processes for thousands of funds and investors. It fosters a remote-first, collaborative culture focused on continuous learning and operational excellence.