Manage tax compliance and planning for high-net-worth individuals, families, trusts, and closely held businesses.
Prepare and review federal, state, and local tax returns for various entities including individuals, trusts, and partnerships.
Identify tax planning opportunities and collaborate with wealth advisors to support clients' broader financial objectives.
Focus Financial Partners is a leading financial services firm offering integrated wealth management, family office, and business management services. The company has a large team and a client-first fiduciary culture.
Review complex individual tax returns (Form 1040), trusts (Form 1041), and business returns (Forms 1065, 1120S) for accuracy and compliance.
Lead tax planning engagements for individuals and small business owners, advising on financial strategies.
Manage multiple client relationships, monitor deadlines and budgets, and participate in business development.
Aprio is a Top 20 CPA and advisory firm with 40 U.S. office locations and over 3,200 team members that speak 60+ languages. The firm provides tax planning and consulting services to help clients maximize opportunities.
Manage tax compliance and planning for high-net-worth individuals, trusts, and closely held businesses.
Identify tax-saving opportunities and coordinate with wealth advisors to support client objectives.
Prepare and review federal, state, and local tax returns while mentoring tax staff.
Focus Partners Wealth is a wealth management firm providing comprehensive financial planning and investment services. With over $180 billion in assets under management, the firm fosters a collaborative, client-focused culture.
Prepare and review tax returns for high-net-worth individuals and related entities.
Ensure compliance with all federal and state filing requirements.
Support tax planning initiatives and assist in staff education and client communications.
Focus Partners Wealth is a financial services firm specializing in tax preparation and planning for high-net-worth individuals. As part of the larger Focus Financial Partners network, we combine deep expertise with a client-first approach to deliver personalized solutions.
Create proactive, multi-year tax planning for high-net-worth individuals and their businesses.
Build deep, trusted relationships with sophisticated clients and mentor tax associates.
Leverage the latest tax technology and own outcomes in a high-caliber, small-firm environment.
This firm is a boutique tax strategy and planning firm serving business owners in the $3M–$30M range. It provides proactive, high-touch tax advisory and is focused on high-net-worth individuals, fostering a client-centric environment with top-tier talent.
Serve as primary client contact, spending up to 50% of time in direct client meetings via Zoom.
Create and deliver tailored tax plans, research complex tax issues, and coordinate with the tax preparation team.
Maintain strong client relationships, manage expectations, and stay updated on tax law changes.
We are a 100% virtual CPA firm serving Real Estate Investors, Syndicates, and Fund Managers. Our team is passionate about real estate and we are on a mission to change the accounting industry by creating a premier people-first firm where strong, talented team members thrive.
Conduct virtual client meetings to gather information, clarify goals, and present tailored estate planning strategies.
Draft and review estate planning documents including wills, revocable trusts, irrevocable trusts, and related instruments.
Stay current on federal and state estate, gift, and generation-skipping transfer tax laws.
Hargrove Firm is a national estate planning and tax law firm serving individuals and families across all 50 states through a modern, technology-enabled legal platform. We are a growing team partnering with leading RIA firms and financial advisors to deliver sophisticated estate planning in a client-focused way.
Collaborate with partners and subject matter experts to develop thought leadership content.
Write tax, accounting, and advisory articles for a broad business audience.
Produce technical articles, industry insights, white papers, tax updates, and regulatory analysis.
Client is a leading global advisory and accounting firm with over 100 partners and offices worldwide. The firm provides comprehensive accounting, audit, tax, and advisory services to businesses and high-net-worth individuals.
Prepare and review federal and state partnership tax returns for venture capital fund clients
Manage K-1 production, quality review, and delivery to limited partners
Coordinate with fund accountants and external CPAs to gather source data and resolve discrepancies
Decile Group builds the infrastructure that powers venture capital firms, providing fund administration, compliance, and operational support to hundreds of emerging fund managers across the country. The company is scaling and offers a remote-first work environment with thoughtful, high-caliber teammates.