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.
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.
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.
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.
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.
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 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.
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.
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.
Process trade orders, account openings, transfers, and custodial tasks.
Respond to client requests, manage CRM notes/activities, and execute client deliverables after advisor meetings.
Communicate with clients via phone and email regarding scheduling, paperwork, and follow-ups.
Independent financial planning and investment management firm in Tampa, FL. Growing fee-based firm committed to meaningful client relationships and investing in its people, with a culture of work-life balance and teamwork.
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.
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.
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.