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.
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.
Advise clients on tax implications, evaluate alternatives to lessen tax burden, and act as primary contact for complex tax issues.
Apply knowledge to understand tax risks, communicate changes in tax policy, and resolve federal/state agency questions.
Engage in marketing, networking, and business development while maintaining client relationships and leading a team of tax professionals.
BerryDunn is a client-centered professional services firm providing tax, advisory, and consulting services to businesses, nonprofits, and government agencies. Led by CEO Sarah Belliveau, the firm focuses on creating a diverse and inclusive culture and has been recognized for its learning, development, and well-being initiatives.
Lead client relationships and oversee tax projections and compliance for various business structures.
Prepare and review federal and multistate business tax returns, including 1120, 1120S, and 1065.
Mentor junior staff and serve as a trusted advisor for tax planning and strategic issues.
Current is a platform that invests in talent through opportunity, development, and support, partnering with over 40 accounting firms nationwide. Founded in 2023, it has grown to over 2,000 professionals and 30+ offices, backed by major venture capital.
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.
Serve as the lead advisor for a dedicated client team, delivering proactive, personalized financial advice to moderate- and high-net-worth clients.
Guide clients through portfolio strategy, financial planning, retirement income, tax-efficient savings, and education planning.
Retain and grow assets under management by building trust and coordinating with your team to ensure a first-class client experience.
Empower is a financial services company dedicated to transforming financial lives through advice, people, and technology. They foster a flexible, inclusive culture with career development and volunteer opportunities, employing thousands of associates.
Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination.
Support senior advisor client relationships and take on increasing ownership over time.
Prospect for new clients through referrals, community engagement, and professional networks.
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology, delivering a comprehensive wealth management experience. Backed by top-tier venture capital firms, it has a collaborative team of entrepreneurs.
Manage direct tax operations and support strategic tax initiatives for business growth.
Partner with finance, legal, and accounting teams to deliver practical tax guidance.
Identify and implement process improvements to enhance efficiency within the tax function.
Our partner is a fast-growing global organization focused on innovation and business expansion. They operate in a collaborative, innovation-driven environment with significant career growth potential.
Serve as the primary U.S. tax subject matter expert, guiding product development and enhancements.
Collaborate with cross-functional teams to translate tax regulations into scalable software capabilities.
Monitor tax legislation changes and advise on product updates to ensure compliance and accuracy.
Caseware is a Canadian fintech company that has led the global audit and accounting software industry for over 30 years, serving over 500,000 users across 130 countries. They foster a collaborative and inclusive culture, with a recent strategic investment from Hg Capital driving their next growth phase.
Manage global tax compliance and provision processes for a US-based multinational.
Coordinate quarterly and year-end tax provisions with outsourced teams and handle SEC reporting.
Lead the global treasury team and ensure compliance with international tax strategy.
KnowBe4 empowers the modern workforce to make smarter security decisions every day. Trusted by more than 70,000 organizations worldwide, the company is the pioneer of digital workforce security, securing both AI agents and humans.
Provide comprehensive tax planning, consulting and compliance services to veterinary clients.
Foster strong client relationships through effective communication and proactive tax-saving strategies.
Contribute to multiple engagements, ensuring timely and accurate completion of tax returns.
Current is a platform that invests in talent through opportunity, development, and support, unlocking growth for individuals, firms, and clients. Founded in 2023, it has rapidly become one of the fastest-growing accounting platforms in the US, with over 2,000 professionals and 30+ offices, backed by major venture capital firms.
Oversee and manage accounting needs for business, high-net-worth, and family office clients, including monthly, quarterly, and annual close cycles with journal entries and reconciliations.
Generate new prospects and develop strong client relationships while establishing internal controls and GAAP accounting standards.
Lead and mentor staff, support cross-functional accounting system implementations, and review financial reports for compliance and accuracy.
Gursey | Schneider LLP is a Top 100 Firm and a 10-time recipient of Inside Public Accounting's Best of the Best Firms, with more than 40 years of success. The firm consists of over 200 accounting professionals who drive success through thoughtful strategy and creative problem-solving.
Develop, revise, and present financial plans through planning software, specializing in retirement, risk management, tax, estate, and investment planning.
Partner with Wealth Advisors to maintain and enhance client relationships by actively participating in the financial planning process.
Mastery of technology stack including CRM and custodian websites, and serve as day-to-day contact for client needs.
Focus Partners Wealth offers wealth, asset, and business management services, supporting clients at every stage of life. With over $180 billion in regulatory assets under management, the firm uses research-backed investment strategies to create custom portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
Serve as an educational and technical resource to manage complexities of significant wealth, including estate, tax and charitable planning.
Build and maintain relationships with financial advisors and provide consultative education of wealth management services and products.
Collaborate with relevant departments to provide comprehensive recommendations for the financial advisor, the client and their legal and tax professionals.
Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services. Founded in 1962, the firm has locations across the US, Canada, UK, and Germany, and is listed on the NYSE, with a people-first culture that values diversity and growth.
Lead a territory of approximately 30 Planners to drive client acquisition, retention, and net new asset flows.
Mentor, develop, and support Planners to drive success throughout the sales funnel and expanded client value.
Partner across the organization to drive outstanding client experience while managing risk and adhering to policies.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The firm supports over 1.27 million clients across 140+ offices nationwide, managing over $324 billion in assets, and is grounded in CORE values of Client First, One Team, Respectful Candor, and Endless Curiosity.