Source Job

• 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.

• Own tax notice issues end-to-end across federal, state, and local agencies.
• Communicate directly with partners about notices and tax accounts, translating complex agency interactions into clear updates.
• Act as the direct point of contact with agencies, using portals, email, or phone to drive resolution.

Check is an embedded payroll platform that simplifies how businesses pay employees and manage taxes. It has a distributed team across the US that values ownership, collaboration, and creative problem-solving.

• Stand up the tax function from foundation, acting as the first dedicated tax hire reporting to the CAO.
• Own US federal and multi-state tax positions, including R&D credits, international tax, and sales/use tax.
• Build the foundation for public-company tax disclosure and SOX readiness, using AI extensively.

Deepgram provides real-time APIs for speech-to-text, text-to-speech, and voice agents, powering the Voice AI economy. Backed by a Series C, the company has over 200,000 developers and 1,300+ clients, with a culture that expects an AI-first mindset and rapid adaptation.

• Serve as the firm's primary technical tax resource, reviewing 450–550 returns annually and managing 1–2 Tax Managers.
• Maintain strong client relationships, sign off on returns with full authority, and collaborate on process improvements.
• Work remotely with a trust-based culture offering flexibility, competitive PTO, and a clear path to partnership.

Agresta, Storms & O’Leary, PC is a full-service CPA firm providing assurance, tax, business consulting, and entrepreneurial accounting services to diverse clients. With approximately 40 professionals across Indiana, the firm was founded in 2009 by partners with backgrounds in national and regional firms, united by a goal of combining superior professionals and technology.

• Act as first point of contact for US tax queries across sales, logistics, finance, HR, and auditors.
• Manage outsourced tax compliance providers for sales tax, corporate income tax, and transfer pricing.
• Support quarterly and annual tax reporting under IFRS, including preparation of tax calculations and reconciliations.

AutoStore is a global technology company that uses advanced software to automate order fulfillment, helping brands exceed customer expectations. With over 1600 systems in nearly 60 countries, it is a value-driven organization emphasizing Lean, Bold, and Transparent values.

• 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.

• Help customers complete their taxes using Intuit TurboTax products.
• Provide tax advice, full service return preparation, and tax calculations.
• Utilize government websites and professional resources to deliver accurate answers.

Intuit is a financial software company known for products like TurboTax and QuickBooks. They are committed to building an inclusive and just employment ecosystem and prioritize candidates from diverse backgrounds.

• Partner with finance leadership to build and scale tax processes and strategies.
• Own the quarter-end and annual tax provision process (ASC 740) and prepare tax journal entries.
• Lead research on special projects including R&D tax credits, international expansion, and transfer pricing.

New Relic is a global observability platform that helps companies optimize their digital applications. It is a rapidly growing SaaS company with a dynamic and innovative 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.

• Lead all aspects of the global tax function including compliance, accounting, planning, and risk management.
• Develop commercial tax strategy to support product launch, and partner cross-functionally on tax implications.
• Manage tax audits, transfer pricing, and scalable processes as the company transitions to a commercial-stage public biopharma.

Mineralys Therapeutics is a clinical-stage biopharmaceutical company focused on developing medicines to target hypertension and related comorbidities such as chronic kidney disease. The company is headquartered in Radnor, Pennsylvania and operates as a fully remote organization.

• Oversee the preparation and filing of global corporate tax returns and VAT/GST returns.
• Manage US state tax filings and related reporting obligations.
• Support the development of tax processes, governance frameworks, and automation initiatives.

Lyra Health is the leading provider of mental health solutions for employers, supporting more than 20 million people globally. The company has delivered 13 million sessions of mental health care and published more than 20 peer-reviewed studies.

• Own end-to-end U.S. sales and use tax compliance and Canadian GST/HST filing across multiple jurisdictions.
• Review VAT/GST returns prepared by third parties for international jurisdictions and ensure timely accurate submissions.
• Provide administrative support to the Tax Department, including audit assistance, reconciliation, and process improvement.

Momentive Software provides cloud-based software and services to mission-driven nonprofits and associations, helping them engage communities, simplify operations, and grow revenue. They serve over 20,000 organizations globally and have a purpose-driven, inclusive culture.

• Execute tax operations workflows including tax documentation, withholding, and year-end reporting.
• Manage and reconcile tax forms such as W-8, W-9, 1099, and 1042-S with accuracy.
• Collaborate with cross-functional teams to improve processes and implement automation.

The company is a modern investment platform that supports tax compliance and operational processes for thousands of funds and investors. It fosters a remote-first, collaborative culture focused on continuous learning and operational excellence.

• Lead tax planning kickoff calls and quarterly advisory meetings to design high-impact strategies.
• Review financials for missed opportunities and prepare complex returns reflecting strategic planning.
• Mentor team members and help scale the firm's advisory offerings and technical standards.

Our client is a growth-minded, remote accounting firm that provides strategic tax advisory to entrepreneurs and real estate investors. They focus on proactive partnership and have a culture of no timesheets and continuous improvement.

• 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.

• Manage day-to-day responsibilities on R&D Tax Credit and Sec. 174 engagements, including leading technical interviews with clients.
• Prepare and review calculations of R&D credits and produce technical reports reflecting client interviews.
• Supervise and mentor R&D Tax Associates, providing technical guidance and supporting their development.

Burkland accelerates dreams by providing expert services to startups, helping them raise over $17.8B. They are a remote-first company with over 180 team members and a culture built on core values like fresh perspectives and empathy.

• Lead preparation and submission of indirect tax returns across multiple jurisdictions, including US sales and use tax, VAT, and GST/HST.
• Manage tax compliance, reconciliations, and reporting for global entities, ensuring accuracy and timeliness.
• Provide tax support and act as a key contact for stakeholders, contributing to audits and process improvements.

The Adaptavist Group is a global family of companies that helps businesses improve by combining teamwork, technology, and processes across ecosystems like Atlassian, AWS, and Slack. They offer a remote-first, flexible culture with generous benefits and a focus on employee well-being.

• 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.

• Maintain strong client relationships, ensuring quality control standards.
• Lead and mentor the tax team, including a senior tax manager and 3 accountants.
• Prepare personal and corporate tax planning, returns, and projections.

Revel CPA helps creative individuals and organizations navigate business and taxes, ensuring compliance and maximizing opportunities. The company is a small, collaborative team that values professional development, responsibility, and fun.

• Coordinate and reconcile multi-state payroll taxes, ensuring accurate filings with federal, state, and municipal agencies.
• Collaborate with corporate and field divisions to identify and resolve accounting and tax issues.
• Perform audits to maintain data integrity and streamline payroll tax processes.

Republic Services is a leader in the environmental services industry, providing recycling, waste, and field services. With 42,000 team members and an 86% employee engagement score, they foster an inclusive culture focused on safety, service, and sustainability.