Source Job

• 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.

• Review annual personal property tax returns and reconciliations
• Conduct physical inspections of manufacturing, communication, energy, mining, and oil & gas facilities and meet with production managers at client locations
• Prepare analysis detailing issues and opportunities for property tax savings

DMA has been solving corporate tax challenges for over 50 years with tax professionals across the globe. Their "people first" mentality is what defines their corporate mission and sets them apart from other companies within the corporate tax industry.

• 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.

Handle client onboarding and manage follow-ups for document collection. Answer tax-related questions with mid-level expertise. Manage inbound calls, redirect inquiries, and schedule meetings using Go High Level.

The company specializes in tax preparation, client onboarding, and financial services.

Provides high quality administrative support to Financial Advisors. Services a high volume of daily interactions with clients. Processes client financial transactions and expenses.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services.

• Conduct final technical reviews of tax returns and documents.
• Research complex tax issues and provide recommendations for resolution.
• Stay updated on changes in tax laws and procedures.

They are a 100% virtual CPA firm serving Real Estate Investors, Syndicates, and Fund Managers. Their team is located all over the United States and they are innovators of tax services and firm culture with work-life integration.

• Assist in preparing compiled and prepared financial statements.
• Ensure accuracy of client financial records, including trial balance and general ledger reconciliations.
• Prepare monthly, quarterly, and annual reports, including state reporting, sales tax, and property tax.

GR8 Global is a firm forged by an affinity of top 100 accounting firms in the United States with the objective of coming together and redefining the workplace.

• Support processing data for Sales & Use Tax filings in North America.
• Manage data collection for Unclaimed Property compliance filings annually.
• Assist in the calculation of Fixed Assets, Unicap, Transfer Pricing, and Research and Development.

Wieland is a global leader in copper and copper alloy manufacturing, processing, and distribution.

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.

• 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.

• Handle inbound participant and TPA calls, emails, and voicemails.
• Resolve client issues, concerns, and inquiries regarding benefit programs.
• Support the outside sales team by researching and assisting with operational questions.

Five Star Call Centers provides customer service solutions. They focus on delivering exceptional customer experiences in a fast-paced environment.

Responsible for leading client relationships, reviewing and delivering income tax returns, tax projections, and analysis for high-net-worth and ultra-high-net-worth clients. Must be detail-oriented and possess excellent time-management skills. Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists.

Mercer Advisors has worked with families to help them amplify and simplify their financial lives for 40 years by integrating financial planning, investment management, tax, estate, insurance, and more.

• 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.

• Provide administrative support across client-facing operations.
• Manage inbound and outbound communications and update CRM systems.
• Maintain regulatory compliance and support cross-department efforts.

Sentry Credit is a company specializing in collections operations.

• Prepare and review Federal and State tax returns for various entities.
• Identify tax-saving opportunities and provide proactive, strategic tax advice to clients.
• Assist with IRS and state audit support when needed.

They are an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals.

• 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.

• Support the onboarding process for new clients, ensuring a smooth transition and clear setup of accounting systems.
• Manage day-to-day bookkeeping tasks, including accounts payable and receivable, monthly closings, and preparation of financial reports and analysis.
• Prepare and file U.S. corporate and individual income tax returns (including 1099s and year-end filings).

Manay CPA is a global, full-service accounting and advisory firm headquartered in Atlanta, GA. With over 20 years of experience and a diverse team across 4 continents, they provide personalized accounting, tax, payroll, audit, and HR solutions to individuals, entrepreneurs, and businesses.