Source Job

• Provide tax compliance and consulting to a diverse base of high-net worth individuals, partnerships, and corporations.
• Oversee complex tax research projects for a variety of clients and diverse industries.
• Work with clients to minimize their federal, state, and local tax liability.

BPM is a company where caring and community is in their DNA. They are always striving to be their best selves and are compelled to ask the questions that lead to innovation.

• Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses.
• Create quarterly estimates and projections.
• Perform tax research and respond to tax questions.

Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance. They serve over 31,300 families in more than 90 cities across the U.S. and are committed to diversity with a flexible work environment.

• Lead quarterly and annual ASC 740 income tax provision processes.
• Ensure SOX-compliant internal controls over tax reporting.
• Identify and implement strategic tax planning opportunities.

Angi connects homeowners with reliable pros who have the skills they need and connects pros with homeowners who have the jobs they want. They have 2,800 employees worldwide and are defining the future of the home services industry, creating an environment where homeowners, pros, and employees benefit from more jobs done well.

• Oversee the completion of partnership federal and state income tax returns.
• Provide strategic guidance and oversight for tax planning initiatives.
• Establish and maintain robust internal controls over accounting and reporting for income taxes.

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. They offer software, financial products, and services that drive real environmental impact—without compromising value. They foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work.

• Assist with the preparation of the quarterly and annual income tax provision.
• Timely prepare, file, and submit payments for income tax filings.
• Research and stay current of changes to tax laws and other compliance related requirements.

Teamshares buys small businesses from retiring business owners, having acquired over 100 businesses across 30+ states. It's a young and dynamic company that is growing fast, focused on being comprehensive and fair while providing fast reviews.

• Oversee and refine existing bookkeeping practices.
• Prepare comprehensive management reports and financial summaries.
• Ensure compliance with US and global tax regulations.

We are a diversified and growing company operating in the United States, Europe, the Middle East, and Africa. While we are a fairly new organization, we have a highly experienced team and operate with a global footprint across multiple sectors.

• Provide licensed tax advice to participants.
• Educate participants using clear explanations.
• Maintain documentation within Salesforce and align with protocols.

Your Money Line pairs AI-powered software with human expertise to help people across the country gain clarity and confidence with their money. Founded by Peter Dunn (aka Pete the Planner™), YML is a trusted financial wellness benefit for employees in healthcare, education, manufacturing, and more.

• Lead quarterly and annual ASC 740 income tax provision processes.
• Manage deferred taxes, valuation allowances, and uncertain tax positions.
• Ensure SOX-compliant internal controls over tax reporting.

Angi connects homeowners with reliable pros. They have 2,800 employees worldwide and define the future of the home services industry, creating an environment where homeowners, pros, and employees benefit.

• Prepare and review federal and state fiduciary income tax returns, estate tax returns, and gift tax returns.
• Ensure timely and accurate filing of tax returns and estimated payments; maintain compliance calendars and oversee tax deadlines.
• Supervise and mentor junior staff, providing technical guidance and review support, while staying current on tax laws.

BPM is a company where caring and community is in their DNA, and they are always striving to be their best selves. Their shared entrepreneurial spirit drives them to see and do things differently and their passion for people makes BPM a place where everyone feels welcome.

• Conduct first-level technical reviews of tax returns and supporting documents, ensuring completeness and accuracy.
• Consult with clients via email or phone, as needed, being responsive to their communications.
• Prepare complex tax returns involving 1031 transactions or Form 3115.

They are a 100% virtual CPA firm serving Real Estate Investors, Syndicates, and Fund Managers. Their team has a passion for real estate and is on a mission to change the accounting industry by creating the premier people-first firm where strong and talented team members will thrive.

• Ownership of assigned funds and legal entities, ensuring full-cycle U.S. tax compliance.
• Review federal and state tax returns and investor K-1s for multiple funds.
• Partner with fund accounting and operations teams on recurring processes.

Jobgether is a platform helping candidates connect with jobs. They leverage AI to ensure application reviews

• Prepare tax returns for high-net-worth individuals, trusts and businesses.
• Create quarterly estimates and projections.
• Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients.

Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance, all managed by a single team. They serve over 31,300 families across the U.S. with a commitment to diversity and flexible working arrangements.

• Collaborate with others on this multi-year initiative to build a new business.
• Provide clients with payroll tax consulting and guidance.
• Help clients improve payroll tax processes.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. They operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more industry segments. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries.