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 business tax returns with a focus on multistate filings.
Research federal, state, and local tax issues and communicate clear, practical findings.
Help clients navigate tax questions and identify opportunities to support their goals.
Current partners with leading accounting firms across the United States, providing a shared platform that supports their growth while preserving local identities and client relationships. Headquartered in San Diego, CA, it offers a collaborative environment focused on professional development and innovative technology.
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.
Write and maintain high-stakes tax content on entity strategy, savings, quarterly taxes, and compliance.
Serve as primary accuracy reviewer for technical content and maintain an approved-claims library.
Act as the on-the-record expert for webinars, articles, and podcasts to build trust.
Collective provides an integrated platform for business incorporation, accounting, tax services, and community for self-employed professionals. The company is backed by prominent investors such as General Catalyst and Sound Ventures, fostering a culture of empowerment.
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.
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.
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.
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 federal and state tax returns and annual 1099 filings.
Maintain fixed asset records and ensure sales and use tax compliance.
Forecast taxable income, distribution projections, and expense accruals.
BHG Financial provides innovative financial solutions to professionals, small businesses, and institutions, leveraging data and analytics for faster funding. Founded in 2001, the company has a legacy as a financial services leader, with an award-winning culture centered on productivity, teamwork, and employee development.
Lead high-impact client engagements across audit readiness, SOX compliance, M&A, ERP transformation, technical accounting, and IPO advisory.
Serve as a trusted strategic advisor to CFO organizations, driving client relationships and delivering measurable results.
Lead and develop high-performing consulting teams while contributing to firm growth through business development and entrepreneurial engagement.
Aprio is a Top 20 CPA and advisory firm that provides accounting and advisory services to fast-growing industries. The firm has 40 U.S. offices, international locations, and over 3,200 team members, with a top-rated culture and growth opportunities.
Lead client relationships and own tax work for a book of tech clients, reviewing and signing returns.
Advise on equity compensation, liquidity events, and multi-state tax issues with clear planning guidance.
Test and provide feedback on AI-driven tax workflows to shape tools used by the tax group.
Mercer Advisors helps families simplify their financial lives through comprehensive financial planning, investment management, and tax services. Serving over 42,800 families across 110+ U.S. cities, they are ranked #1 RIA firm by Barron's and emphasize a diverse, flexible workplace.
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.
Perform client engagements from start to finish, including planning, executing, directing, and completing financial audits.
Research and analyze financial statements and audit issues using electronic databases and audit software.
Develop and maintain working relationships with clients and supervise, train, and mentor associates and interns.
BerryDunn is a professional services firm providing tax, advisory, consulting, and assurance services to businesses, nonprofits, and government agencies. The firm is client-centered and people-first, with a culture focused on learning, development, and well-being.
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.
Perform detailed audits, reconcile accounts, and manage financial records to ensure accuracy and compliance.
Oversee ledger reconciliation, accounts payable/receivables, and liaise with tax accountants on payments and returns.
Work remotely in a stable, recession-resistant industry with opportunities for overtime and career advancement.
Cube Care is a leading US-based custom-manufacturing company. We offer a collaborative, technology-driven culture with career growth and recognition based on results.
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.
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.
Own accounting operations across five entities in the US, Canada, the UK, Ireland, and India, including intercompany, FX, and consolidated reporting.
Lead the month-end close, annual audit, revenue recognition, treasury, AR/AP, and statutory filings across multiple jurisdictions.
Partner with FP&A on budgeting, forecasting, cash flow planning, and strengthening systems and controls as the business scales.
Strategic Information Group (SIG) is an ERP consulting firm of roughly 130 professionals helping mid-sized manufacturers and distributors get more from their business systems. Part of Pine Services Group, SIG pairs deep ERP expertise with custom solutions and a people-first culture, preserving the entrepreneurial spirit of each portfolio company.
Own the full monthly, quarterly, and annual close, delivering accurate financial statements in compliance with GAAP.
Drive automation and AI adoption across accounting workflows, building systems that scale with the business.
Lead audit preparation, technical accounting research, and develop a high-performing accounting team.
Wrapbook is the AI platform for production finance, helping finance teams manage payroll, spend, and accounting for film, TV, and commercials. Backed by top investors, our team of 350+ is using AI to transform how finance teams work and empower them to do more with less.
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.