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.
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.
Provide tax compliance and consulting to a diverse base of high-net worth individuals, partnerships, and corporations.
Oversee complex tax research projects for a variety of clients and diverse industries.
Work with clients to minimize their federal, state, and local tax liability.
BPM is a company where caring and community is in their DNA. They are always striving to be their best selves and are compelled to ask the questions that lead to innovation.
Prepare federal and state individual 1040 tax returns using commercial tax preparation software.
Help clients navigate the complexities of taxation.
Interact with customers through video and audio tools in a professional, friendly, and confident manner.
Vaco, LLC respects your privacy and is committed to providing a transparent notice of our Notice at Collection and Privacy Policy for California Residents.
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.
Conduct first-level technical reviews of tax returns and supporting documents, ensuring completeness and accuracy.
Consult with clients via email or phone, as needed, being responsive to their communications.
Prepare complex tax returns involving 1031 transactions or Form 3115.
They are a 100% virtual CPA firm serving Real Estate Investors, Syndicates, and Fund Managers. Their team has a passion for real estate and is on a mission to change the accounting industry by creating the premier people-first firm where strong and talented team members will thrive.
Conduct final technical reviews of tax returns and documents.
Research complex tax issues and provide recommendations for resolution.
Stay updated on changes in tax laws and procedures.
They are a 100% virtual CPA firm serving Real Estate Investors, Syndicates, and Fund Managers. Their team is located all over the United States and they are innovators of tax services and firm culture with work-life integration.
Assists team members with tasks to provide client engagement support.
Provides basic administrative support to team members.
Creates positive team member experiences, leading to excellent client service.
Ryan is a tax services firm serving the world’s most respected Global 5000 companies. They offer an innovative work environment, accelerated growth path for high performers, and competitive benefits.
Own, design, and build the overall tax function of the organization. Ensure accurate, timely filing of consolidated federal, state, and local income tax returns and other business-related filings. Manage relationships with external tax advisors and develop and implement strategic tax planning.
Alma is on a mission to simplify access to high-quality, affordable mental health care by making it easy and financially rewarding for therapists.
Review annual personal property tax returns and reconciliations
Conduct physical inspections of manufacturing, communication, energy, mining, and oil & gas facilities and meet with production managers at client locations
Prepare analysis detailing issues and opportunities for property tax savings
DMA has been solving corporate tax challenges for over 50 years with tax professionals across the globe. Their "people first" mentality is what defines their corporate mission and sets them apart from other companies within the corporate tax industry.
Oversee the completion of partnership federal and state income tax returns.
Provide strategic guidance and oversight for tax planning initiatives.
Establish and maintain robust internal controls over accounting and reporting for income taxes.
Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. They offer software, financial products, and services that drive real environmental impact—without compromising value. They foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work.