Manage tax compliance and planning for high-net-worth individuals, families, trusts, and closely held businesses.
Prepare and review federal, state, and local tax returns for various entities including individuals, trusts, and partnerships.
Identify tax planning opportunities and collaborate with wealth advisors to support clients' broader financial objectives.
Focus Financial Partners is a leading financial services firm offering integrated wealth management, family office, and business management services. The company has a large team and a client-first fiduciary culture.
Manage tax compliance and planning for high-net-worth individuals, trusts, and closely held businesses.
Identify tax-saving opportunities and coordinate with wealth advisors to support client objectives.
Prepare and review federal, state, and local tax returns while mentoring tax staff.
Focus Partners Wealth is a wealth management firm providing comprehensive financial planning and investment services. With over $180 billion in assets under management, the firm fosters a collaborative, client-focused culture.
Create proactive, multi-year tax planning for high-net-worth individuals and their businesses.
Build deep, trusted relationships with sophisticated clients and mentor tax associates.
Leverage the latest tax technology and own outcomes in a high-caliber, small-firm environment.
This firm is a boutique tax strategy and planning firm serving business owners in the $3M–$30M range. It provides proactive, high-touch tax advisory and is focused on high-net-worth individuals, fostering a client-centric environment with top-tier talent.
Prepare and review tax returns for high-net-worth individuals and related entities.
Ensure compliance with all federal and state filing requirements.
Support tax planning initiatives and assist in staff education and client communications.
Focus Partners Wealth is a financial services firm specializing in tax preparation and planning for high-net-worth individuals. As part of the larger Focus Financial Partners network, we combine deep expertise with a client-first approach to deliver personalized solutions.
Provide technical review of tax returns for HNWI individuals, trusts, and estates.
Collaborate with partners, clients, and senior accountants to resolve complex tax issues.
Foster and grow client relationships through expert tax planning and compliance.
They are a well-established, stable and growing tax firm specializing in HNWI tax planning, trusts, and estates. They offer real career growth, competitive compensation, and a hybrid work environment.
Serve as primary client contact, spending up to 50% of time in direct client meetings via Zoom.
Create and deliver tailored tax plans, research complex tax issues, and coordinate with the tax preparation team.
Maintain strong client relationships, manage expectations, and stay updated on tax law changes.
We are a 100% virtual CPA firm serving Real Estate Investors, Syndicates, and Fund Managers. Our team is passionate about real estate and we are on a mission to change the accounting industry by creating a premier people-first firm where strong, talented team members thrive.
Lead tax planning kickoff calls and quarterly advisory meetings to design high-impact strategies.
Review financials for missed opportunities and prepare complex returns reflecting strategic planning.
Mentor team members and help scale the firm's advisory offerings and technical standards.
Our client is a growth-minded, remote accounting firm that provides strategic tax advisory to entrepreneurs and real estate investors. They focus on proactive partnership and have a culture of no timesheets and continuous improvement.
Review and analyze tax notices and prepare responses to tax authorities.
Assist in preparing clients for tax audits and develop defense strategies.
Conduct legal research and prepare legal documents such as appeals and petitions.
Aprio is a Top 20 CPA and advisory firm that provides accounting and advisory services for fast-growing industries. It has 40 U.S. office locations, international offices, and over 3,200 team members speaking 60+ languages, with a top-rated culture.
Serve as the lead advisor for a dedicated client team, delivering proactive, personalized financial advice to moderate- and high-net-worth clients.
Guide clients through portfolio strategy, financial planning, retirement income, tax-efficient savings, and education planning.
Retain and grow assets under management by building trust and coordinating with your team to ensure a first-class client experience.
Empower is a financial services company dedicated to transforming financial lives through advice, people, and technology. They foster a flexible, inclusive culture with career development and volunteer opportunities, employing thousands of associates.
Manage direct tax operations and support strategic tax initiatives for business growth.
Partner with finance, legal, and accounting teams to deliver practical tax guidance.
Identify and implement process improvements to enhance efficiency within the tax function.
Our partner is a fast-growing global organization focused on innovation and business expansion. They operate in a collaborative, innovation-driven environment with significant career growth potential.
Serve as the primary U.S. tax subject matter expert, guiding product development and enhancements.
Collaborate with cross-functional teams to translate tax regulations into scalable software capabilities.
Monitor tax legislation changes and advise on product updates to ensure compliance and accuracy.
Caseware is a Canadian fintech company that has led the global audit and accounting software industry for over 30 years, serving over 500,000 users across 130 countries. They foster a collaborative and inclusive culture, with a recent strategic investment from Hg Capital driving their next growth phase.
Oversee and manage accounting needs for business, high-net-worth, and family office clients, including monthly, quarterly, and annual close cycles with journal entries and reconciliations.
Generate new prospects and develop strong client relationships while establishing internal controls and GAAP accounting standards.
Lead and mentor staff, support cross-functional accounting system implementations, and review financial reports for compliance and accuracy.
Gursey | Schneider LLP is a Top 100 Firm and a 10-time recipient of Inside Public Accounting's Best of the Best Firms, with more than 40 years of success. The firm consists of over 200 accounting professionals who drive success through thoughtful strategy and creative problem-solving.
Manage global tax compliance and provision processes for a US-based multinational.
Coordinate quarterly and year-end tax provisions with outsourced teams and handle SEC reporting.
Lead the global treasury team and ensure compliance with international tax strategy.
KnowBe4 empowers the modern workforce to make smarter security decisions every day. Trusted by more than 70,000 organizations worldwide, the company is the pioneer of digital workforce security, securing both AI agents and humans.
Lead client calls and present tax returns and strategies to women-owned businesses.
Prepare accurate tax returns for LLCs and S Corporations ensuring compliance.
Collaborate with bookkeeping team to ensure seamless financial reporting and client onboarding.
KSA Tax Partners is a woman-owned, fully virtual accounting firm that empowers women business owners by providing tax filing and financial education. The firm offers a year-round service model with a stable work environment and a supportive, innovative team culture.
Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination.
Support senior advisor client relationships and take on increasing ownership over time.
Prospect for new clients through referrals, community engagement, and professional networks.
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology, delivering a comprehensive wealth management experience. Backed by top-tier venture capital firms, it has a collaborative team of entrepreneurs.
Prepare and review complex US tax returns for individuals, SMBs, and business entities.
Leverage AI tools and tax software to improve efficiency and accuracy in a tech-forward environment.
Communicate directly with clients and teams, managing multiple deadlines during tax season.
We are a growing CPA firm in Texas managing over 3,000 clients annually across various segments. We pride ourselves on delivering quality audit and tax services while building a collaborative, supportive team culture.
Partner with the Managing Director to develop and manage high-net-worth client relationships, including investment advisory and financial planning.
Prepare customized investment proposals and provide comprehensive wealth management services using eMoney and Salesforce.
Conduct regular client portfolio reviews and proactive communication, with approximately 50% travel for client meetings.
Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm maintains a collaborative, respectful culture and has been recognized for best firm culture and top rankings.
Conduct virtual client meetings to gather information, clarify goals, and present tailored estate planning strategies.
Draft and review estate planning documents including wills, revocable trusts, irrevocable trusts, and related instruments.
Stay current on federal and state estate, gift, and generation-skipping transfer tax laws.
Hargrove Firm is a national estate planning and tax law firm serving individuals and families across all 50 states through a modern, technology-enabled legal platform. We are a growing team partnering with leading RIA firms and financial advisors to deliver sophisticated estate planning in a client-focused way.
Manage and review international tax compliance engagements for U.S.-based clients with foreign operations.
Research and analyze international tax issues involving cross-border transactions, tax treaties, and global business structures.
Mentor junior staff and develop strong client relationships as a trusted advisor.
BPM is a public accounting firm driven by an entrepreneurial spirit and a passion for people. With a culture of caring and community, it offers professional development opportunities and values authenticity, with a size that supports colleagues through shared growth.
Conduct 45-minute client consultations via video calls to understand tax situations and provide personalized tax planning recommendations.
Build trust with customers by delivering clear guidance and actionable tax planning tailored to each client's goals.
Document key findings and collaborate with product teams to improve consultation workflows and client experience.
April is an embedded, year-round tax platform that powers smarter financial decisions by integrating real-time tax intelligence into existing platforms. It operates with an API-first infrastructure and a collaborative, fast-paced team culture focused on innovation.