Advise clients on tax implications, evaluate alternatives to lessen tax burden, and act as primary contact for complex tax issues.
Apply knowledge to understand tax risks, communicate changes in tax policy, and resolve federal/state agency questions.
Engage in marketing, networking, and business development while maintaining client relationships and leading a team of tax professionals.
BerryDunn is a client-centered professional services firm providing tax, advisory, and consulting services to businesses, nonprofits, and government agencies. Led by CEO Sarah Belliveau, the firm focuses on creating a diverse and inclusive culture and has been recognized for its learning, development, and well-being initiatives.
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.
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.
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.
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.
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.
Provide sound technical tax advice and strategic direction to high net worth individuals and businesses.
Build trusted relationships with a portfolio of clients, understanding their goals and delivering robust financial plans.
Drive business development by identifying opportunities and guiding junior team members.
Cooper Parry is a straight-talking accountancy firm that puts people and relationships first. It has been named the No.1 Accountancy Firm and a Best Large Company to Work For in the UK, with a strong culture and wellbeing focus.
Drive business development through client meetings, presentations, and thought leadership.
Review estate planning documents and provide strategic recommendations to enhance client planning.
Serve as an in-house resource on tax and estate planning for wealth management teams nationwide.
Mercer Advisors helps families simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. Serving over 31,300 families across 90+ U.S. cities and ranked #1 RIA by Barron's, it offers a flexible, national workplace where over half of employees are women.
Lead client relationships and oversee tax projections and compliance for various business structures.
Prepare and review federal and multistate business tax returns, including 1120, 1120S, and 1065.
Mentor junior staff and serve as a trusted advisor for tax planning and strategic issues.
Current is a platform that invests in talent through opportunity, development, and support, partnering with over 40 accounting firms nationwide. Founded in 2023, it has grown to over 2,000 professionals and 30+ offices, backed by major venture capital.
Collaborate with leadership on a strategic initiative to build a new business.
Manage client projects including task management, deadlines, and billing.
Provide payroll tax consulting, guidance, and audit support to clients.
Experian is a global data and technology company powering opportunities for people and businesses. We have an amazing team of 25,200 people in 32 countries and are a member of the FTSE 30.
Review, analyze, and build strategies to develop and maintain client relationships throughout the tax process.
Oversee complex tax research projects and deliver innovative tax planning strategies for flow-through entities.
Manage multiple engagements simultaneously, ensuring timely and accurate deliverables while mentoring junior team members.
BPM is a public accounting firm that provides tax, assurance, and advisory services, with a focus on flow-through taxation for diverse industries. They are consistently recognized as one of the Bay Area's best places to work, fostering a culture of caring, community, and entrepreneurial spirit where everyone feels welcome and valued.
Lead and advise on a broad range of employment tax issues including PAYE, NIC, expenses, benefits, and IR35.
Take ownership of client relationships, acting as a trusted advisor and leading project delivery.
Mentor and develop junior team members while supporting business development and growth initiatives.
Cooper Parry is an accountancy firm known as 'the rebels of accountancy', delivering a streamlined, client-focused service. They are the UK's largest accountancy B Corp, with multiple awards for culture and wellbeing.
Prepare US business tax returns including Forms 1120, 1120S, and 1065 under supervision with accuracy and compliance.
Work with client financial data such as trial balances, general ledgers, and depreciation schedules to support tax filing processes.
Track deadlines and support timely completion of tax cycles during peak filing periods while collaborating with senior tax professionals.
Jobgether is a company that uses AI-powered matching to connect candidates with job opportunities. It operates a distributed team and focuses on efficient, objective hiring processes.
Provide comprehensive tax planning, consulting and compliance services to veterinary clients.
Foster strong client relationships through effective communication and proactive tax-saving strategies.
Contribute to multiple engagements, ensuring timely and accurate completion of tax returns.
Current is a platform that invests in talent through opportunity, development, and support, unlocking growth for individuals, firms, and clients. Founded in 2023, it has rapidly become one of the fastest-growing accounting platforms in the US, with over 2,000 professionals and 30+ offices, backed by major venture capital firms.
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.