Source Job

• 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.

• Close new tax planning engagements and expand services with existing clients.
• Deliver personalized tax return preparation, planning, and advisory services, building trusted, long-term relationships with clients.
• Guide prospects from seminar attendee to client by nurturing leads, building proposals, and closing new tax planning engagements.

Goldstone Partners is helping this highly successful company find talented professionals who want to help us – and our clients - prosper.

• Review and optimize financial plans for tax efficiency.
• Develop tailored tax strategies for clients.
• Consult with Wealth Advisors on complex tax matters.

Wealthsimple helps everyone achieve financial freedom by reimagining what it means to manage your money with smart technology, making financial services transparent and low-cost.

• Primarily involved in tax planning and advisory services for real estate investors and small business owners.
• Provide technical input on tax and accounting issues, research tax solutions, and provide training.
• Guide clients through complex issues and provide practical steps to implement recommended strategies.

We are a 100% virtual CPA firm with our team located all over the United States.

• Oversee the preparation and review of fiduciary, estate, gift, and related individual income tax returns.
• Provide strategic estate, gift, and trust tax planning, including wealth transfer, charitable giving, and generational planning.
• Partner with attorneys, financial advisors, and family offices to implement integrated tax and estate strategies.

Own, design, and build the overall tax function of the organization. Ensure accurate, timely filing of consolidated federal, state, and local income tax returns and other business-related filings. Manage relationships with external tax advisors and develop and implement strategic tax planning.

Alma is on a mission to simplify access to high-quality, affordable mental health care by making it easy and financially rewarding for therapists.

• Oversee complex tax research projects across a wide range of clients and industries.
• Provide tax compliance and consulting to a diverse base of Flowthrough and SALT clients.
• Develop recommendations and implement plans for clients and team members.

BPM stands for “Because People Matter,” because at our core, our people drive everything we do and how we do it.

• 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.

• Prepare, review, and manage various tax returns.
• Provide consultation and strategic advice to clients regarding tax planning, compliance, and risk management.
• Lead internal and external training sessions to develop staff.

This position is posted by Jobgether on behalf of a partner company.