Source Job

• Oversee the preparation and review of fiduciary, estate, gift, and related individual income tax returns.
• Provide strategic estate, gift, and trust tax planning, including wealth transfer, charitable giving, and generational planning.
• Partner with attorneys, financial advisors, and family offices to implement integrated tax and estate strategies.

• Close new tax planning engagements and expand services with existing clients.
• Deliver personalized tax return preparation, planning, and advisory services, building trusted, long-term relationships with clients.
• Guide prospects from seminar attendee to client by nurturing leads, building proposals, and closing new tax planning engagements.

Goldstone Partners is helping this highly successful company find talented professionals who want to help us – and our clients - prosper.

• Primarily involved in tax planning and advisory services for real estate investors and small business owners.
• Provide technical input on tax and accounting issues, research tax solutions, and provide training.
• Guide clients through complex issues and provide practical steps to implement recommended strategies.

We are a 100% virtual CPA firm with our team located all over the United States.

Responsible for leading client relationships, reviewing and delivering income tax returns, tax projections, and analysis for high-net-worth and ultra-high-net-worth clients. Must be detail-oriented and possess excellent time-management skills. Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists.

Mercer Advisors has worked with families to help them amplify and simplify their financial lives for 40 years by integrating financial planning, investment management, tax, estate, insurance, and more.

• Serve as Carry's tax authority—the person who can answer "can we do this?" and "should we?"
• Identify tax strategies worth productizing and help prioritize our roadmap
• Work closely with product and engineering to spec out tax logic and validate implementations

Carry helps customers grow wealth through smart strategies, tax-advantaged investing, and personalized planning. They are a small, focused team building real products that help people gain control of their finances, valuing high ownership and fast iteration.

• Prepare, review, and manage various tax returns.
• Provide consultation and strategic advice to clients regarding tax planning, compliance, and risk management.
• Lead internal and external training sessions to develop staff.

This position is posted by Jobgether on behalf of a partner company.

• Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more
• Advise on and adapt the LearnLux methodology to financial planning topics relevant in Luxembourg
• Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience

LearnLux is a workplace financial wellbeing provider that blends fiduciary digital planning with access to financial advising professionals. Backed by prominent operators, they're a remote-first company committed to fostering an environment that embraces diversity and inclusion.

• Prepare and review federal and state fiduciary income tax returns, estate tax returns, and gift tax returns.
• Ensure timely and accurate filing of tax returns and estimated payments; maintain compliance calendars and oversee tax deadlines.
• Supervise and mentor junior staff, providing technical guidance and review support, while staying current on tax laws.

BPM is a company where caring and community is in their DNA, and they are always striving to be their best selves. Their shared entrepreneurial spirit drives them to see and do things differently and their passion for people makes BPM a place where everyone feels welcome.

• Oversee complex tax research projects across a wide range of clients and industries.
• Provide tax compliance and consulting to a diverse base of Flowthrough and SALT clients.
• Develop recommendations and implement plans for clients and team members.

BPM stands for “Because People Matter,” because at our core, our people drive everything we do and how we do it.

• Prepare tax returns for high-net-worth individuals, trusts and businesses.
• Create quarterly estimates and projections.
• Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients.

Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance, all managed by a single team. They serve over 31,300 families across the U.S. with a commitment to diversity and flexible working arrangements.

• Prepare and review Federal and State tax returns for various entities.
• Identify tax-saving opportunities and provide proactive, strategic tax advice to clients.
• Assist with IRS and state audit support when needed.

They are an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals.

Coordinate the preparation of tax returns across multiple jurisdictions. Review tax calculations, provisions, and supporting documentation. Liaise with Luxembourg and foreign tax authorities.

Gcore is a global provider of infrastructure and software solutions for AI, cloud, network, and security, powering everything from real-time communication and streaming to enterprise AI and secure web applications.