Manage and mentor a growing team of professionals, driving client-centric service.
Review tax returns, quarterly projections, and financial statements for high-net-worth clients.
Support research on complex tax matters and regulatory updates.
Mariner Wealth Advisors provides coordinated financial strategies and tax consulting to high-net-worth clients and closely held businesses. The firm fosters a culture of camaraderie, teamwork, and work-life balance, offering progressive opportunities for professional growth.
Manage a portfolio of high-net-worth clients as primary tax contact and provide year-round advisory.
Prepare and review complex federal, state, and local income tax returns, including entity and trust returns.
Leverage CCH Axcess, Bloomberg Tax Planner, and AI tools to improve efficiency and deliver strategic tax solutions.
A wealth management firm providing tax preparation, planning, and advisory services for high-net-worth individuals and families. It fosters a collaborative, client-focused culture with fully remote work and opportunities for mentorship and professional growth.
Lead and mentor a tax team while overseeing federal tax compliance and consulting services for complex client matters.
Develop tax strategies, conduct research, and manage client relationships and regulatory communications.
Review tax returns for S-Corporations, Partnerships, Individuals, and Corporations, ensuring accuracy and compliance.
Aprio is a Top 20 CPA and advisory firm that provides tax, audit, and consulting services to fast-growing industries. With 40 U.S. office locations, international offices, and over 3,200 team members speaking 60+ languages, they foster a top-rated culture and offer vast growth opportunities.
Lead complex tax engagements for high net worth individuals, closely held businesses, and trusts.
Provide proactive tax planning, savings strategies, and wealth preservation solutions.
Supervise and review staff work while ensuring accurate and timely filings.
Frazier & Deeter is a Top 50 accounting and advisory firm serving clients across the United States and globally. They are a rapidly growing, entrepreneurial firm with offices in the US, UK, and India, repeatedly named a Best Firm to Work For and Best Firm for Women.
Review multistate and federal tax returns for high-net-worth individuals, partnerships, joint ventures, and non-corporate entities.
Manage and develop client relationships for income tax and financial planning, collaborating with tax partners and staff.
Supervise and mentor staff on complex tax issues, ensuring compliance and successful engagement delivery.
Gursey Schneider LLP is a Top 100 Firm and a 12-time recipient of Inside Public Accounting's Best of the Best Firms, with over 40 years of success in the market. Our firm consists of over 250 accounting professionals, and our talented people consistently drive the success of our business through thoughtful strategy and creative problem-solving.
Serve as primary point of contact for external tax advisors, compiling workpapers and managing compliance.
Prepare quarterly estimated tax calculations and maintain the tax compliance calendar.
Support tax research, planning, and process automation for a complex multi-entity structure.
Voleon is a technology company that applies AI and machine learning to investment management. It is a multibillion-dollar asset manager with nearly two decades of industry leadership and a team of internationally recognized experts.
Prepare federal individual, business, corporate, and trust tax returns for HNW and UHNW clients, including Forms 1040, 1040-NR, 1065, 1120, 1120-S, and 1041.
Communicate directly with clients to collect financial information, clarify tax questions, and facilitate accurate, timely filings.
Analyze financial documentation and apply tax-planning software to ensure complete, compliant returns.
A partner company provides accurate, personalized tax services to high-net-worth and ultra-high-net-worth individuals and businesses. The collaborative remote environment emphasizes technical expertise, discretion, and exceptional client service.
Prepare and review complex tax returns for high-net-worth individuals and their business entities.\n- Provide proactive tax planning, research, and client communication ensuring high service quality.\n- Manage quarterly and year-end tax projections and estimated tax payments.
Parallel Advisors is a fast-growing, independent Registered Investment Advisory firm headquartered in San Francisco with offices in multiple states. They provide personalized financial planning and investment solutions, combining expert advisors and technology to deliver an extraordinary client experience.
Own and manage transfer pricing compliance across multiple legal entities and jurisdictions.
Oversee corporate tax compliance in India, UK, US and other jurisdictions.
Liaise with tax advisors and internal stakeholders on intercompany transactions and international tax matters.
Eqvilent provides international tax services and compliance management across multiple jurisdictions. The company fosters a supportive, empowering culture with a welcoming group of highly qualified international professionals.
Prepare and assist with multi-state and federal income tax returns for high-net-worth individuals, corporations, partnerships, entities, estates, and trusts.
Support Senior Staff and Managers with year-end projections and quarterly estimates, and assist with new tax compliance approaches.
Conduct thorough research, remain up to date with tax laws, and liaise regularly with senior staff, managers, and clients.
Gursey | Schneider LLP is a Top 100 accounting firm and a 12-time recipient of Inside Public Accounting's Best of the Best Firms, with over 40 years of success. Our firm consists of over 250 accounting professionals who drive success through thoughtful strategy and creative problem-solving.
Serve as lead tax advisor to asset management clients, advising on partnership taxation, fund structuring, and compliance.
Drive business development and practice growth within the asset management and alternative investment marketplace.
Lead, mentor, and develop tax professionals while fostering a culture of collaboration and technical excellence.
Cherry Bekaert is a top U.S. assurance, tax, and advisory firm focused on the middle market with a digitally driven, industry-aligned strategy. Recognized by Accounting Today as a Best Tech Firm in AI governance and data strategy, it operates across all 50 states and internationally, fostering an entrepreneurial culture with professional development and flexible work arrangements.
Develop long-term client relationships with tax and finance leaders at F250 tax credit buyers and tax equity investors.
Build net new relationships through conferences, networking, outreach, and partnerships.
Serve as a trusted advisor, helping clients build their tax credit investing strategy.
Crux is a capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. They have raised $77 million from top investors and are scaling quickly with a remote-first culture.
Perform final technical reviews of tax returns for individuals, partnerships, S-corporations, trusts, and corporations.
Provide technical mentorship and training to staff and seniors while researching complex tax issues.
Maintain strong client relationships by delivering high-quality results and recommending additional firm services.
Hall CPA is a 100% virtual CPA firm specializing in real estate tax services for investors, syndicates, and fund managers. The team is people-first, innovative, and autonomous, offering flexibility and a strong focus on work-life integration.
Prepare engagement work papers and tax returns across various industries.
Research tax issues, prepare tax projections, and support tax planning projects.
Communicate with managers, provide feedback to associates, and assist with non-tax work.
MGO is a top CPA and advisory firm serving clients across the U.S. and internationally. They foster an inclusive, collaborative, and growth-oriented culture with human care first.
Own global tax compliance and reporting across all Tilt markets.
Lead external tax advisors and manage international tax filings.
Advise the business on tax implications of new products and market entries.
Tilt is a mobile-first fintech company that uses machine learning to assess credit beyond credit scores. With millions of customers worldwide, our team collaborates across 14 countries.