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.
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.
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.
Manage a diverse portfolio of UK trusts and estates, acting as the trusted adviser and primary point of contact for clients and intermediaries.
Review and oversee trust tax returns, annual compliance obligations, and trust accounts to ensure accurate reporting.
Build and nurture strong relationships with clients and third-party advisers, identifying opportunities to add value and deliver proactive advice.
Cooper Parry is an accountancy firm known for its streamlined, client-focused services and a culture of straight-talking and innovation. They are a B Corp certified company with a strong emphasis on inclusion, well-being, and employee experience, recognized as the UK's No.1 Accountancy Firm by Best Companies.
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.
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.
Lead complex SALT engagements across sales & use, state income, and franchise tax.
Serve as a trusted advisor on nexus, apportionment, taxability, and multi-state planning.
Mentor and develop Managers and staff to build a high-performing team.
Aprio is a top 20 CPA and advisory firm with 40 U.S. office locations and over 3,200 team members speaking 60+ languages. They provide expertise and strategic foresight for fast-growing industries, fostering a top-rated culture and growth opportunities.
Own filing payment operations end-to-end, including payment setup, verification, troubleshooting, and remediation.
Diagnose and resolve complex tax notices by determining root cause across filings, payments, agency systems, and internal workflows.
Drive complex corrections and reconciliations, escalating thoughtfully when tradeoffs or risk are involved.
Check is fixing the broken payroll system by building a modern payroll platform for businesses of every size. The company is a high-growth startup with a distributed team across the US, offering a culture that values creative problem-solving and grit.
Build and manage indirect tax compliance including sales & use tax, VAT/GST, and digital-services tax across the company's growing customer footprint.
Support income tax compliance and ASC 740 provision while building close-cycle processes, documentation, and controls to match company scale.
Own payroll reconciliation, flux analysis, and journal entries, partnering with Finance and People teams to ensure accuracy across pay runs.
Runway builds AI to simulate the world through merging art and science, focusing on world models for robotics, disease, and scientific discovery. The team consists of creative, open-minded, caring, and ambitious people determined to change the world, aspiring to continuously build impossible things.
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.