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.

• 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.

• 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.

• 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.

• Audit & reconcile payroll tax filings, ensuring accuracy and compliance.
• Research variances, resolve tax notices, and file amendments with agencies.
• Maintain organized documentation of audits and research performed.

Angi connects homeowners with reliable pros. The company has over 2,800 employees worldwide and is defining the future of the home services industry, creating an environment where homeowners, pros, and employees benefit.

• Advise clients on tax implications.
• Evaluate actions to lessen tax burden.
• Act as primary client contact for complex tax issues.

MGO is a top CPA and advisory firm with 600+ professionals working remotely and in offices throughout the U.S. and India. They address local needs and fuel global ambitions of clients in 97 countries through digital tools, and are proud to be a “Best Place to Work”.