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.
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.
Review and optimize financial plans for tax efficiency.
Develop tailored tax strategies for clients.
Consult with Wealth Advisors on complex tax matters.
Wealthsimple helps everyone achieve financial freedom by reimagining what it means to manage your money with smart technology, making financial services transparent and low-cost.