Lead, Manage & Develop the Team, setting the standard, building the culture, and making sure every person on the team has what they need to succeed.
Grow the Tax Advisory Practice by driving TAS engagements for Prime and Elite clients with proactive planning and multi-scenario tax strategy.
Maintain a Strong Compliance Foundation by owning the quality and consistency of the compliance practice to ensure all reviews get done right and deadlines are met.
Serve as the primary advisor for a portfolio of entrepreneurial and high-income clients, leading quarterly advisory meetings and delivering proactive tax planning.
Develop, maintain, and update customized tax plans for clients.
Lead a dedicated client service team of 2-4 tax professionals, coordinating workflow, mentoring staff, and ensuring high-quality deliverables.
RES Consulting is helping a progressive CPA firm find a Remote Tax Advisor. This firm is growing around proactive tax advisory rather than volume-based compliance and the client niche is focused on strategic business groups, growth-stage entrepreneurs, and HNWIs and families.
Design, launch, and lead Topo Advisors' tax advisory practice.
Serve as the primary tax advisor to a book of clients including preparation and review of tax returns.
Collaborate with Topo Advisors' accounting and finance teams on cross-functional client matters.
Topo Advisors offers fractional embedded accounting and finance support to venture-backed companies. As a modern advisory firm, Topo helps founders, operators, and investors navigate the financial and strategic complexities of building companies.
Review and sign federal/state tax returns and monthly financial statements.
Oversee tax and accounting engagements for a diverse client portfolio, ensuring all monthly close and tax deadlines are met.
Directly supervise Managers, Seniors, and Staff to provide coaching and performance management.
They are a growing, modern accounting and advisory firm seeking a Director of Accounting & Tax Services to lead service delivery for a team of 8–10 professionals. The firm is dedicated to supporting Main Street businesses and building a culture where professionals can grow without burnout.
Lead tax planning kickoff calls and quarterly advisory meetings.
Review financials to identify missed planning opportunities and advise on entity structuring and compensation optimization.
Prepare or review complex returns that reflect deep strategic planning rather than just transactional data entry.
This client is a growth-minded, remote firm looking for a Tax Manager who prioritizes strategy over compliance. They don't just crank out returns; they serve as year-round proactive partners to high-performing entrepreneurs and real estate investors.
Integral to the tax planning of closely held businesses.
Apply tax expertise and understanding of laws to formulate recommendations.
Technical review of tax returns while collaborating with partners and clients.
Advantage Group is a retained search firm based out of the San Francisco Bay Area specializing in senior and executive level placements with stable and rapidly growing clients nationally. They have established deep relationships, some lasting over 20 years, with real decision makers.
Act as primary contact for client communication and manage relationships.
Collaborate effectively with all firm employees.
Our client is a boutique tax firm serving clients from many professions and fields, focusing on complex tax issues. Their focus is serving clients for all their tax needs in addition to being a trusted advisor, and they are seeking an experienced Tax Manager to join their growing establishment.
Prepare individual and business tax returns and meet with clients over video calls for tax consultations.
Own the end-to-end client experience including document collection, client communication, and building trust through expertise.
Share feedback with leadership and product teams to improve the product, processes, and overall customer experience as we scale.
April is the only embedded, year-round tax platform built to power smarter financial decisions. Their white-labeled tools bring real-time tax intelligence into the platforms people already use. They focus on helping users understand the impact of financial activities.
Act as the primary point of contact with tax consultants for direct tax, indirect tax, and withholding tax matters across all entities.
Own the compliance calendar end-to-end, ensuring timely preparation, review, and filing of tax returns and payments across jurisdictions.
Lead audit readiness and manage responses to tax audits, inquiries, and regulatory communications with confidence and precision.
Sprinto is an AI-native GRC platform that helps organisations manage risks, audits, vendor oversight, and continuous monitoring from a single connected platform. With a team of 350+ employees serving 3,000+ customers across 75+ countries, Sprinto combines scale with expertise to deliver trust and compliance.
Set the strategic direction of the practice, lead a team of Practice Managers, and drive the financial and operational performance of the business.
Manage and mentor Practice Managers who oversee project managers, consultants, solution architects, developers, and team leads.
Serve as the senior escalation point for complex client and project issues, bringing calm, clarity, and resolution when it matters most.
Pine's portfolio company is seeking a Practice Director to set the strategic direction of the practice, lead a team of Practice Managers, and drive the financial and operational performance of the business. They foster a high-performance, people-first culture.
Review complex individual, partnership, trust, and estate tax returns while managing tax compliance and planning for high-net-worth clients.
Supervise multiple tax engagements, mentor associates on tax issues, and collaborate with partners on client management and business development.
Maintain active client communication to ensure satisfaction, meet deadlines, and serve as a business adviser by recommending process improvements.
Gursey | Schneider LLP is a public accounting firm providing tax, audit, and advisory services. It is a Top 100 Firm with over 200 professionals and fosters a culture of creative problem-solving and professional development, offering perks like annual trips and mixers.
Prepare complex Tax Returns of varying complexities for businesses, individuals and trusts.
Research tax questions as necessary and Interface with IRS and other tax agencies regarding client issues and audits.
Provide timely, high quality client service and collaborate effectively and efficiently with all firm employees.
Our client is a boutique tax firm serving clients from many professions and fields, focusing on complex tax issues. They are seeking an Experienced Tax Senior / Preparer to be the next successful member of their growing firm and focus on serving clients for all their tax needs in addition to being a trusted advisor.
Manage indirect tax compliance, including sales and use tax, across multiple jurisdictions.
Oversee property tax filings, assessments, and state income tax compliance for development and operating projects.
Monitor changes in tax laws, assess business impact, and provide strategic guidance on tax implications for transactions and initiatives.
Clēnera is a tier-one developer and independent power producer that develops, finances, constructs, owns, and operates utility-scale solar and energy storage facilities across the United States. The company fosters a culture of Caring, Committed, and Courageous individuals who value respectful, cross-functional collaboration, and it is experiencing significant portfolio growth.