Source Job

• 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.

• 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.

• 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.

• 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.

• Oversee preparation and review of individual, corporate, and partnership tax returns, ensuring accuracy and timely delivery.
• Develop customized Tax Savings Blueprints and lead proactive tax planning for clients.
• Mentor and develop a team of tax professionals while managing portfolio workflow and client relationships.

A fully remote tax, accounting, and advisory firm dedicated to helping healthcare practice owners and growing service businesses achieve financial stability and long-term wealth. They prioritize proactive planning, team development, and direct collaboration with executive leadership.

• Prepare and review business and individual tax returns with accuracy and efficiency.
• Complete tax compliance work for partnerships, S corporations, C corporations, and individuals.
• Collaborate with team members to meet client deadlines and support tax planning initiatives.

Upsourced is a modern accounting and advisory firm built specifically for fast-growing creative agencies. The team values work-life balance, innovation, and collaboration without a traditional busy season.

• Prepare engagement work papers and tax returns across various industries.
• Research tax issues, prepare tax projections, and support tax planning projects.
• Communicate with managers, provide feedback to associates, and assist with non-tax work.

MGO is a top CPA and advisory firm serving clients across the U.S. and internationally. They foster an inclusive, collaborative, and growth-oriented culture with human care first.

• 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.

• Prepare accurate tax returns for LLCs and S Corporations with full compliance.
• Manage financial records and client onboarding using ProConnect and QuickBooks Online.
• Collaborate with bookkeeping team to ensure seamless year-round tax services.

KSA Tax Partners is a woman-owned, virtual accounting firm empowering women business owners with tax preparation and financial insights. It offers a supportive, innovative culture with year-round work and a healthy work-life balance.

• Prepare and assist with multi-state and federal income tax returns for high-net-worth individuals, corporations, partnerships, entities, estates, and trusts.
• Support Senior Staff and Managers with year-end projections and quarterly estimates, and assist with new tax compliance approaches.
• Conduct thorough research, remain up to date with tax laws, and liaise regularly with senior staff, managers, and clients.

Gursey | Schneider LLP is a Top 100 accounting firm and a 12-time recipient of Inside Public Accounting's Best of the Best Firms, with over 40 years of success. Our firm consists of over 250 accounting professionals who drive success through thoughtful strategy and creative problem-solving.

• Support tax team members by maintaining client data files, managing workflows, and verifying accurate data imports into tax software.
• Coordinate all stages of tax engagements, including organizing client documents, obtaining signatures, and administering e-file processes.
• Act as a liaison between tax professionals, clients, and financial advisors while handling inquiries, document requests, and client invoicing.

Parallel Advisors is a fast-growing, independent Registered Investment Advisory firm headquartered in San Francisco, CA. They have offices in multiple states and offer an open array of fee-based investment solutions, combining top advisors with industry-leading technology to deliver an extraordinary client experience.

• Review and validate client tax documentation to ensure completeness and accuracy.
• Proactively contact clients via phone, email, and CRM to obtain missing information.
• Manage a dedicated caseload and advance complete files to licensed tax preparers.

TaxRise provides tax relief services, offering hope and stability to individuals and families facing financial uncertainty. The company is fast-growing and passionate about reshaping the tax resolution industry with a culture of empathy and innovation.

• 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.

• Develop financial planning strategies for high-net-worth clients including estate, retirement, business, and tax planning.
• Prepare case strategies, recommendations, and advice materials with accurate and timely documentation.
• Partner cross-organizationally with Wealth Management Solutions, Ameriprise Bank, and RiverSource for tailored solutions.

We are a diversified financial services leader with over $1.5 trillion in assets under management, administration and advisement. Our team of 22,000 people across 19 countries serves more than 3.5 million clients and we are a longstanding leader in financial planning, advice, and insurance.