Review outstanding indirect tax receivables and determine the actions required to resolve and collect them.
Prepare, review, and file amended tax returns and refund claims across federal, state, and local jurisdictions, with focus on motor fuel and fuel excise taxes.
Communicate directly with taxing authorities, track claim status, and maintain detailed documentation for recovery efforts.
Own recurring indirect tax compliance for U.S., Canada, EU, Australia, and New Zealand.
Prepare monthly/quarterly tax returns, journal entries, and reconciliations.
Partner with Tax Director, Accounting, and external advisors on compliance and process improvements.
Topstep is a proprietary trading firm that provides a platform for traders to develop and demonstrate their skills. We are a collaborative, growing team supporting a fully remote to hybrid work environment.
Supervise, coach, and mentor seasonal tax professionals to achieve performance goals and deliver high-quality tax preparation services.
Provide technical guidance on complex individual and business tax returns, ensuring compliance with federal and state regulations.
Oversee daily operations, quality assurance, and training while acting as an escalation point for customer issues.
A remote tax preparation services provider that supports individual and business tax filings during seasonal operations. The company fosters a collaborative, customer-focused environment with a diverse team of seasonal tax professionals.
Serve as the designated specialist for an assigned portfolio of Canadian payroll tax customers.
Manage and resolve customer cases within service-level agreements, including tax filings and year-end activities.
Apply multi-jurisdiction payroll tax knowledge to research issues and provide practical customer solutions.
This company provides specialized Canadian payroll tax services and customer support to a portfolio of clients. It is a growing organization with a collaborative, service-focused culture that values continuous improvement and professional development.
Support tax team members by maintaining client data files, managing workflows, and verifying accurate data imports into tax software.
Coordinate all stages of tax engagements, including organizing client documents, obtaining signatures, and administering e-file processes.
Act as a liaison between tax professionals, clients, and financial advisors while handling inquiries, document requests, and client invoicing.
Parallel Advisors is a fast-growing, independent Registered Investment Advisory firm headquartered in San Francisco, CA. They have offices in multiple states and offer an open array of fee-based investment solutions, combining top advisors with industry-leading technology to deliver an extraordinary client experience.
Prepare and review business and individual tax returns with accuracy and efficiency.
Complete tax compliance work for partnerships, S corporations, C corporations, and individuals.
Collaborate with team members to meet client deadlines and support tax planning initiatives.
Upsourced is a modern accounting and advisory firm built specifically for fast-growing creative agencies. The team values work-life balance, innovation, and collaboration without a traditional busy season.
Own 2026 tax withholding and information reporting for our FINRA-registered broker-dealer.
Review W-9/W-8 documents, reconcile withheld tax to the InteliClear general ledger, and coordinate IRS deposits.
Prepare Forms 1099 and 1042-S filings and support customer tax inquiries.
Atomic Vest builds financial infrastructure for consumer-facing investing experiences across 60 global markets. It has raised $55M and is a remote-first team from tech, banking, finance, and law.
Coordinate day-to-day tax operations processes that support tax professionals, financial advisors, and clients.
Manage tax documentation, client records, and workflows from document collection through return submission.
Leverage digital tools, automation, and approved AI technologies to enhance efficiency and service quality.
Confidential is a wealth management firm focused on delivering high-quality tax services through operational excellence and exceptional client service. The company fosters a collaborative, remote-friendly culture that values continuous improvement and team support.
Prepare and review customs documentation, process B3/CAD entries, and determine duties, taxes, and HS classifications.
Communicate with clients, CBSA, carriers, and freight forwarders to resolve complex clearance issues and ensure compliance.
Maintain accurate records and support automated brokerage workflows while meeting time-sensitive service requirements.
They are a technology-enabled customs brokerage supporting ecommerce and parcel-level clearance across Canada. They offer a collaborative, fast-moving environment where learning and continuous improvement are valued.
Prepare complex individual and business tax returns (Forms 1040, 1120-S, 1065) using Drake Tax or similar software.
Manage daily workflows in TaxDome, coordinate client onboarding, and track assignments from intake through completion.
Draft professional client communications and support monthly bookkeeping data collection.
This partner is a growing accounting practice serving small business owners and rental property investors. The team is led by a CPA founder and fosters a proactive, client-focused culture with direct exposure to firm operations.
Prepare and file U.S. sales and use tax returns, review online filings, and coordinate third-party tax preparation.
Create and maintain Alteryx workflows for tax data, prepare journal entries and reconciliations, and manage business licenses and property tax.
Support sales and use tax audits, W-9 administration, and exemption certificate processes while improving compliance controls.
Blackhawk Network provides branded payment solutions, including gift cards, egifts, corporate payouts, and rewards, through a global platform. With more than 400,000 consumer touchpoints, the company helps businesses grow revenue, increase loyalty, and engage consumers.
Monitor digital production queues in real time and resolve workflow exceptions to meet service-level agreements.
Prioritize thousands of daily reports, investigate failures, and escalate urgent blockers to protect delivery timelines.
Collaborate with cross-functional teams to improve workflow stability and support new process implementations.
This is a fully remote production control role supporting digital workflows for a US-based partner organization. The company focuses on accurate, deadline-driven operations with a collaborative culture.
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.
Oversee outside accounting and tax firms to ensure timely, accurate close and reporting.
Review financial statements, reconciliations, and journal entries for completeness and accuracy.
Advise leadership on cash flow, budgeting, forecasting, and contract profitability.
Avolinq, LLC is a recruiting firm that places finance and accounting professionals with federal government contractors. The company supports clients by identifying experienced leaders who can work remotely and deliver strategic financial guidance.
Manage DTC revenue accounting through Shopify, including refunds, chargebacks, and deferred revenue under US GAAP.
Reconcile Shopify transactions with payment processors, bank deposits, and ERP records for accurate cash receipts.
Support month-end close with journal entries, balance sheet reconciliations, and COGS accruals.
This company operates in a fast-paced e-commerce environment, handling direct-to-consumer sales and Amazon transactions. Their culture emphasizes remote work, cross-functional collaboration, and financial accuracy.
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.
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.
Provide administrative and collection support for the Regional Credit Manager and assigned portfolio.
Partner with sales and administrative teams to meet cash flow targets and mitigate delinquent receivables.
Resolve open invoices, review unapplied payments, and respond to credit hold requests in a timely manner.
QXO is North America's largest distributor and installer of insulation and a leading distributor of roofing, lumber, and waterproofing products. It is a fast-growing, tech-enabled leader in the building products distribution industry with plans to reach $50 billion in annual revenue within the next decade.
Resolve complex customer inquiries involving tax, bookkeeping, and payroll, providing accurate guidance and escalation support.
Serve as the primary escalation point for frontline team members, handling advanced tax, S-corp, and compliance questions.
Collaborate with cross-functional teams to improve processes, document cases, and maintain high service standards during tax season.
A-HT provides tax, accounting, and payroll solutions, supporting customers with complex compliance and filing needs. The company fosters a collaborative, quality-driven culture with a focus on customer experience and continuous improvement.