Prepare individual and business tax returns and meet with clients over video calls for tax consultations.
Own the end-to-end client experience including document collection, client communication, and building trust through expertise.
Share feedback with leadership and product teams to improve the product, processes, and overall customer experience as we scale.
April is the only embedded, year-round tax platform built to power smarter financial decisions. Their white-labeled tools bring real-time tax intelligence into the platforms people already use. They focus on helping users understand the impact of financial activities.
Lead client calls and present tax returns and strategies to women business owners.
Prepare accurate tax returns for LLCs and S Corporations with full compliance.
Organize financial data, assist with onboarding, and collaborate with the bookkeeping team.
KSA Tax Partners is a woman-owned, fully virtual accounting firm that helps women business owners understand their finances beyond tax filing. They limit their client base for year-round service and offer a supportive, innovative team environment with work-life balance.
Help customers complete taxes using a tax preparation platform, providing advice and full-service return preparation.
Manage customer inquiries and document interactions to maintain accurate records.
Prepare and review federal and state individual 1040 tax returns with high accuracy and compliance.
InteLogix is a leading provider of integrated solutions, using technology to deliver exceptional customer experiences. With 19 global centers, they help 23 million people and their families navigate health, wealth, and HR complexities.
Prepare complex Tax Returns of varying complexities for businesses, individuals and trusts.
Research tax questions as necessary and Interface with IRS and other tax agencies regarding client issues and audits.
Provide timely, high quality client service and collaborate effectively and efficiently with all firm employees.
Our client is a boutique tax firm serving clients from many professions and fields, focusing on complex tax issues. They are seeking an Experienced Tax Senior / Preparer to be the next successful member of their growing firm and focus on serving clients for all their tax needs in addition to being a trusted advisor.
Prepare federal and applicable state returns for small business customers.
Review customer documents, bookkeeping records, year-end financials, prior-year returns, and supporting schedules before preparing the return.
Communicate directly with customers when information is needed and conduct draft review calls explaining the return.
BenchTax is building an in-house U.S. tax preparation and review function focused on quality, turnaround time, customer experience, accountability, and cost control. They are hiring experienced U.S. tax professionals to support small business customers across common filing types.
Prepare accurate tax returns for LLCs and S Corporations, ensuring compliance with all relevant tax laws and regulations.
Collect, organize, and input financial data into tax software, ensuring accuracy and completeness.
Assist with onboarding new clients, ensuring a smooth transition and strong initial relationship.
KSA Tax Partners, LLC is a woman-owned, fully virtual accounting firm dedicated to empowering women business owners by not only filing their tax returns but helping them truly understand their finances. The firm limits its client base and provides year-round service, ensuring a consistent and stable work environment that allows for a healthy work-life balance.
Prepare quarterly and annual income tax provisions and related SEC disclosures.
Prepare federal, state, and local tax filings, including estimates and extensions.
Research tax law, respond to tax notices, and support M&A tax diligence and integration.
HealthEquity empowers healthcare consumers by providing HSA and health savings solutions. They value inclusion, offer a supportive culture, and are committed to saving and improving lives through their services.
Manage and review tax engagements for individuals, corporations, partnerships, trusts, and nonprofits
Supervise, train, and mentor 2-3 direct reports including senior accountants
Serve as primary client contact, building trusted advisor relationships
Agresta, Storms & O'Leary, PC is a full-service CPA firm providing assurance, tax, business consulting, and entrepreneurial accounting services to a diverse client base. The firm has approximately 40 full-time professionals and fosters a collaborative, family-friendly environment valuing work-life balance.
Act as primary contact for client communication and manage relationships.
Collaborate effectively with all firm employees.
Our client is a boutique tax firm serving clients from many professions and fields, focusing on complex tax issues. Their focus is serving clients for all their tax needs in addition to being a trusted advisor, and they are seeking an experienced Tax Manager to join their growing establishment.
Integral to the tax planning of closely held businesses.
Apply tax expertise and understanding of laws to formulate recommendations.
Technical review of tax returns while collaborating with partners and clients.
Advantage Group is a retained search firm based out of the San Francisco Bay Area specializing in senior and executive level placements with stable and rapidly growing clients nationally. They have established deep relationships, some lasting over 20 years, with real decision makers.
Prepare and review federal, state, and local tax returns for individuals and partnerships.
Identify, research, and resolve tax technical issues and assist with tax planning strategies.
Mentor junior team members and serve as a primary client contact for complex engagements.
BPM is a people-centered accounting firm driven by innovation and collaboration. They are recognized as one of the Bay Area's Best Places to Work with a regional presence and global capability.
Prepare federal and applicable state returns for small business customers.
Review customer documents and identify missing information.
Communicate directly with customers and explain tax concepts.
BenchTax is building an in-house U.S. tax preparation and review function focused on quality, turnaround time, customer experience, accountability, and cost control. We are hiring experienced U.S. tax professionals to support small business customers across common filing types.
Reviews prepared tax returns for accuracy, completeness and alignment with customer’s books.
Identifies material errors, inconsistencies, missing schedules and bookkeeping issues.
Provides actionable feedback to preparers and conducts draft review calls explaining findings.
BenchTax is building an in-house U.S. tax preparation and review function focused on quality, turnaround time, customer experience, accountability, and cost control. They are hiring experienced U.S. tax professionals to support small business customers across common filing types.
Lead the monthly close process for Government Contracting clients, including reconciliations and financial statement preparation.
Train and oversee Staff Accountants while handling complex technical tasks and client invoicing.
Work remotely with a team to provide outsourced accounting services using cloud-based software like QuickBooks and Unanet.
Aprio is a Top 20 CPA and advisory firm that serves fast-growing industries, providing accounting, tax, and advisory services. With 40 U.S. office locations, international offices, and over 3,200 team members speaking 60+ languages, they foster a collaborative culture known as the Aprio Way.
Serve as the firm's primary technical tax resource, reviewing 450-550 tax returns annually and managing 1-2 Tax Managers.
Maintain direct client relationships and sign off on tax returns with full authority.
Collaborate with firm leadership on technical matters and process improvement to uphold the firm's reputation for excellence.
Agresta, Storms & O'Leary, PC is a full-service CPA firm providing assurance, tax, business consulting, and entrepreneurial accounting services to a diverse client base. The firm has approximately 40 full-time professionals and fosters a collaborative, family-friendly culture that values work-life balance.