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.
Lead and mentor a tax team while overseeing federal tax compliance and consulting services for complex client matters.
Develop tax strategies, conduct research, and manage client relationships and regulatory communications.
Review tax returns for S-Corporations, Partnerships, Individuals, and Corporations, ensuring accuracy and compliance.
Aprio is a Top 20 CPA and advisory firm that provides tax, audit, and consulting services to fast-growing industries. With 40 U.S. office locations, international offices, and over 3,200 team members speaking 60+ languages, they foster a top-rated culture and offer vast growth opportunities.
Lead client relationships and own tax work for a book of tech clients, reviewing and signing returns.
Advise on equity compensation, liquidity events, and multi-state tax issues with clear planning guidance.
Test and provide feedback on AI-driven tax workflows to shape tools used by the tax group.
Mercer Advisors helps families simplify their financial lives through comprehensive financial planning, investment management, and tax services. Serving over 42,800 families across 110+ U.S. cities, they are ranked #1 RIA firm by Barron's and emphasize a diverse, flexible workplace.
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.
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 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.
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.
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.
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.
Prepare financial statements and general ledger entries, reconciling bank, payroll, and other accounts.
Complete monthly, quarterly, and annual financial statements and prepare tax returns for corporations and individuals.
Follow industry trends and track tax changes while accurately preparing necessary tax paperwork.
Tax Legacy is an accounting and tax services firm that prepares financial statements and tax returns for corporate and individual clients. The company fosters a friendly, multinational work environment with a focus on continuous improvement and training.
Perform detailed audits, reconcile accounts, and manage financial records to ensure accuracy and compliance.
Oversee ledger reconciliation, accounts payable/receivables, and liaise with tax accountants on payments and returns.
Work remotely in a stable, recession-resistant industry with opportunities for overtime and career advancement.
Cube Care is a leading US-based custom-manufacturing company. We offer a collaborative, technology-driven culture with career growth and recognition based on results.
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.
Lead monthly, quarterly, and annual close activities across international entities, ensuring accurate and timely reporting.
Manage statutory reporting and local audits while ensuring compliance with US GAAP and local GAAP.
Oversee third-party accounting providers and develop a team of international accounting professionals.
Apryse is an industry-leading provider of document software development (SDK) technology that powers desktop, web, and mobile applications. The company has a broad international portfolio and fosters a diverse, inclusive work environment with a focus on innovation and career growth.
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.
Oversee daily accounting operations and manage month-end closing activities.
Prepare accurate financial statements and management reports.
Supervise and support a Staff Accountant while improving accounting processes.
The partner is a mission-driven healthcare organization focused on expanding access to addiction treatment. It is a growing, collaborative company that values kindness, empathy, integrity, and excellence.
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.
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.