Serve as the firm's primary technical tax resource, reviewing 450-550 tax returns annually and managing 1-2 Tax Managers.
Maintain direct client relationships and sign off on tax returns with full authority.
Collaborate with firm leadership on technical matters and process improvement to uphold the firm's reputation for excellence.
Agresta, Storms & O'Leary, PC is a full-service CPA firm providing assurance, tax, business consulting, and entrepreneurial accounting services to a diverse client base. The firm has approximately 40 full-time professionals and fosters a collaborative, family-friendly culture that values work-life balance.
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.
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.
Manage and review tax engagements for individuals, corporations, partnerships, trusts, and nonprofits
Supervise, train, and mentor 2-3 direct reports including senior accountants
Serve as primary client contact, building trusted advisor relationships
Agresta, Storms & O'Leary, PC is a full-service CPA firm providing assurance, tax, business consulting, and entrepreneurial accounting services to a diverse client base. The firm has approximately 40 full-time professionals and fosters a collaborative, family-friendly environment valuing work-life balance.
Lead client calls and present tax returns and strategies to women business owners.
Prepare accurate tax returns for LLCs and S Corporations with full compliance.
Organize financial data, assist with onboarding, and collaborate with the bookkeeping team.
KSA Tax Partners is a woman-owned, fully virtual accounting firm that helps women business owners understand their finances beyond tax filing. They limit their client base for year-round service and offer a supportive, innovative team environment with work-life balance.
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.
Review, analyze, and build strategies to develop and maintain client relationships throughout the tax process.
Oversee complex tax research projects and deliver innovative tax planning strategies for flow-through entities.
Manage multiple engagements simultaneously, ensuring timely and accurate deliverables while mentoring junior team members.
BPM is a public accounting firm that provides tax, assurance, and advisory services, with a focus on flow-through taxation for diverse industries. They are consistently recognized as one of the Bay Area's best places to work, fostering a culture of caring, community, and entrepreneurial spirit where everyone feels welcome and valued.
Prepare quarterly and annual income tax provisions and related SEC disclosures.
Prepare federal, state, and local tax filings, including estimates and extensions.
Research tax law, respond to tax notices, and support M&A tax diligence and integration.
HealthEquity empowers healthcare consumers by providing HSA and health savings solutions. They value inclusion, offer a supportive culture, and are committed to saving and improving lives through their services.
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.
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.
Prepare US business tax returns including Forms 1120, 1120S, and 1065 under supervision with accuracy and compliance.
Work with client financial data such as trial balances, general ledgers, and depreciation schedules to support tax filing processes.
Track deadlines and support timely completion of tax cycles during peak filing periods while collaborating with senior tax professionals.
Jobgether is a company that uses AI-powered matching to connect candidates with job opportunities. It operates a distributed team and focuses on efficient, objective hiring processes.