Lead client relationships as senior strategic advisor for ultra-high net worth families, providing comprehensive estate planning expertise.
Design and implement advanced estate plans including complex trusts, multi-generational planning, and business succession strategies.
Manage a team of estate strategists and partner with interdisciplinary experts to deliver exceptional client outcomes.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. They serve over 42,800 families across 110+ cities, and are ranked #1 RIA firm by Barron's, with a culture that values diversity and flexibility.
Interact closely with clients to provide tax planning, consulting, and compliance services.
Lead and manage a team of tax professionals, providing guidance and mentorship.
Develop and implement tax strategies to optimize the company's tax position.
Aprio is a Top 20 CPA and advisory firm that provides tax planning, consulting, and compliance services for fast-growing industries. The firm has over 3,200 team members across 40 US and international offices, fostering a collaborative and growth-oriented culture.
Lead complex engagements and serve as a trusted advisor to small businesses and entrepreneurs.
Oversee tax compliance, planning, and consulting across multiple entity types and jurisdictions.
Work in a technology-enabled environment where AI handles routine work, allowing focus on complex problem-solving.
The company provides tax compliance, planning, and advisory services to small businesses and entrepreneurs. It operates in a technology-enabled environment with AI handling routine work, fostering a flexible and growth-oriented culture.
Provide tax compliance and consulting to privately held companies and high net worth individuals.
Oversee complex tax research projects for a variety of clients and diverse industries.
Supervise tax professionals and manage day-to-day delivery of tax consulting services.
BPM is a public accounting firm that provides tax compliance and consulting services to privately held companies and high net worth individuals. The company fosters a caring and entrepreneurial culture where colleagues are valued and supported.
Prepare individual and business tax returns and advise clients through video calls.
Manage the full client experience from document collection to communication, building trust through expertise.
Meet or exceed goals for customer satisfaction, service quality, and operational efficiency.
april is an embedded, year-round tax platform that powers smarter financial decisions by integrating real-time tax intelligence into partner platforms. The company values collaboration, rapid iteration, and a customer-focused culture.
Manage a portfolio of customers, review and file federal and state tax returns including Form 1040 and 1120-S.
Serve as a tax subject matter expert, researching laws and ensuring compliance with federal and state requirements.
Mentor junior tax staff and collaborate with leadership to align on tax-related matters.
Collective aims to empower self-employed individuals by providing an integrated platform for business incorporation, accounting, bookkeeping, and tax services. The company is a growing startup backed by top investors and featured in major media outlets, with a mission-driven culture focused on supporting freelancers.
Meet with wealth advisors and financial planners to review, fund, and maintain estate plans for high net worth clients.
Learn advanced planning strategies and build a book of ultra-high-net-worth clients.
Review and summarize existing estate planning documents, making recommendations based on changes in law and family circumstances.
Mercer Advisors helps families integrate financial planning, investment management, tax, estate, insurance, and more. With over 42,800 families served and ranked #1 RIA firm by Barron's, the company has a flexible, inclusive culture with over half of employees being women.
Lead tax engagements including 1120S, 1040, and 1065 returns.
Deliver planning and strategy beyond compliance.
Build long-term client partnerships and mentor junior associates.
We invest in talent through opportunity, development, and support, partnering with accounting firms to modernize the profession. With over 2,000 professionals and 30+ offices nationwide, we focus on veterinary hospital accounting and have a remote-first culture.
Understand complex-tier members' financial backgrounds and identify optimization opportunities.
Support and mentor a team of bookkeepers and tax staff.
Manage complex-tier members, review books and tax returns, and handle escalations.
Collective provides an integrated platform for businesses-of-one to handle incorporation, accounting, bookkeeping, tax services, and community. They are backed by top investors and have a remote-friendly culture with a focus on empowering self-employed individuals.
Serve as the primary relationship owner for 60-75 clients, providing strategic financial and tax-aware guidance.
Translate financial data into actionable insights to drive business performance and client success.
Manage a high-touch client experience with proactive communication and cross-team coordination.
Aprio is a Top 20 CPA and advisory firm that provides accounting and advisory services to fast-growing industries. With 40 US office locations, international offices, and over 3,200 team members, Aprio fosters a top-rated culture focused on growth and collaboration.
Minimum 2 years of paid experience filing 30+ federal and state individual 1040 tax returns using commercial tax preparation software.
Active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation knowledge and customer service skills.
Work 100% remotely, helping customers complete taxes via video and audio tools, and documenting interactions.
Intuit is a global technology platform that empowers financial prosperity through products like TurboTax, QuickBooks, and Mint. With a diverse workforce of over 18,000 employees, the company fosters a culture of innovation, inclusion, and customer obsession.
Seek personal finance experts to help design and train the next generation of autonomous agents.
Apply your expertise in tax, investments, financial planning, estate, debt, or equity compensation.
Work on a flexible schedule from anywhere with no guaranteed volume of tasks.
This company helps the world’s most innovative companies improve their AI models by providing human feedback. It offers a flexible, remote working environment.
Develop long-term client relationships with tax and finance leaders at largest F250 tax credit buyers and tax equity investors across utilities, real estate, and industrials.
Build net new relationships through conferences, networking, outreach, partnerships, and inbound, while serving as a trusted advisor on tax credit investing strategies.
Manage and mentor a team of junior professionals, shaping Crux's overall tax credit buyer strategy and contributing to strategic offerings.
Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Our team of 120+ is composed of experts in energy, tax, finance, government, and technology, and we have raised $77 million in capital from top investors.
Drives sales and relationship management for estate and trust solutions, building networks with referral sources.
Develops and maintains COI relationships, presents information sessions, and attends industry events for business growth.
Ensures client satisfaction by coordinating trust administration and adhering to service standards and legislation.
EQ Bank is a challenger bank serving nearly 4 million Canadians with a variety of financial services including banking, lending, trust, and credit union solutions. The company employs around 4,000 people and fosters a culture of innovation and inclusion.
Use detail-orientation to record and classify financial account activity.
Handle reconciliations, reporting, AP, AR, and payroll processing duties.
Onboard new clients and communicate directly with family members, vendors, and advisors.
Breakwater Accounting + Advisory helps nonprofits and small businesses understand their numbers, improve operations, and grow with confidence. It is a woman-led, technology-forward firm recognized as a Top Workplace by the Delaware News Journal and named to the Inc. 5000 list.
Develop and lead the global tax strategy covering corporate income tax, transfer pricing, and indirect taxes.
Establish and maintain a comprehensive global tax compliance calendar and audit governance framework.
Lead relationships with global tax advisors, statutory audit firms, and external partners.
The company is a rapidly expanding multinational professional services organization. It emphasizes integrity, professional excellence, and continuous improvement, with an inclusive and diverse working environment.
Research and pitch tax topics aligned with LumiQ's learning roadmap, scoping episodes for depth and relevance.
Host interviews with senior accounting and finance professionals, guiding conversations to be educational and engaging.
Edit raw audio, write episode copy (descriptions, quiz questions, glossary terms), and coordinate subject matter experts.
LumiQ is an audio-first learning platform that makes professional education enjoyable for accounting and finance professionals. With over 1,000 corporate and accounting firms across North America and a 2025 Deloitte Fast 50 win, LumiQ is a certified Great Place to Work that values transparency, ownership, innovation, and empathy.
Own corporate and income tax compliance and provision, including federal, state, and local filings, and coordinate with external advisors.
Manage sales and indirect tax across jurisdictions, including nexus determination, registration, filing, and audit response.
Partner with Product and Engineering to design tax structure of customer invoices and advise leadership on tax planning.
Wrapbook is an AI platform for production finance, enabling finance teams to manage payroll, spend, and accounting for film and TV productions. The company has over 350 employees and is backed by Andreessen Horowitz, Bessemer Venture Partners, and WndrCo, fostering a culture of innovation and collaboration.
Prepare and review U.S. federal and state corporate income tax returns and quarterly estimated payments.
Perform technical tax research and analysis on federal and state tax law changes and apportionment.
Own and execute key SOX controls over the income tax close process and reconcile tax accounts.
HighLevel is an AI-powered business operating system that gives agencies, entrepreneurs and SMBs the infrastructure to build, automate and scale. With over 2,000 team members across 10+ countries, HighLevel operates as a global, remote-first organization built for speed and ownership.