Tax planning and preparation for high-net-worth individuals.
Ensuring compliance with all federal and state filing requirements.
Acting as a resource to business management teams for tax planning.
Focus Partners Wealth provides wealth, asset, and business management resources. Their team works collectively to deliver personalized wealth planning strategies across local communities.
Prepare tax returns and deliver personalized video consultations to customers.
Own the end-to-end client experience—supporting document collection and promptly responding to questions.
Collaborate with peers and leadership to improve workflows and processes.
April is the only embedded, year-round tax platform built to power smarter financial decisions. They bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift.
Serve as the primary contact for a dedicated book of clients, managing relationships via email, Zoom, and phone.
Meet with clients quarterly to review financial statements and provide strategic insights that drive business growth.
Oversee G/L activity, financial statement preparation, and heavy account reconciliations to ensure technical accuracy.
RES Consulting is a growing CPA firm specializing in clients in the dental industry. They are looking for a Remote Client Relationship Manager/Senior Accountant to join the team.
Review and prepare federal, state, and local corporate tax returns.
Advise clients on tax planning, compliance, and transaction-related activities.
Manage multiple tax engagements and ensure deadlines are met.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. The system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Lead the preparation and review of federal and state income tax filings.
Manage quarterly and annual tax provision processes, including ASC 740 reporting and audit support.
Collaborate cross-functionally to assess the tax impact of business initiatives.
Upwork connects businesses with global, AI-enabled talent across every contingent work type including freelance, fractional, and payrolled. They facilitate more than $30 billion in total transactions and services as it fulfills its purpose to create opportunity in every era of work. Upwork's culture is built on trust, risk-taking, customer focus, and excellence, all in service of their core mission: to create economic opportunities so people have better lives.
Support the delivery of high-quality curated data.
Contribute to training new tasks, working with technical staff.
xAI aims to develop AI systems that deeply understand the universe and help humanity expand knowledge. They are a small, highly driven team focused on top-notch engineering, operating within a flat structure that values initiative and direct contributions to their mission.
Prepare monthly, quarterly, and annual financial statements in accordance with US GAAP
Maintain general ledger, balance sheet reconciliations, and P&L analysis
Oversee month-end and year-end closing processes ensuring accurate and timely reporting
Jobgether is a platform that uses AI-powered matching to ensure applications are reviewed quickly and fairly. They identify top-fitting candidates and share shortlists with hiring companies, with final decisions managed by the internal team.
Perform monthly bookkeeping for personal and business accounts.
Prepare monthly financial statements, including balance sheets, P&L statements, and cash flow summaries.
Maintain documentation, receipts, and financial records in an audit‑ready format.
20four7VA connects offshore independent contractors with clients worldwide, focusing on developed markets. They aim to improve business efficiency by providing high-quality, task-specific services through qualified contractors.
Focus on tax planning and advisory services for real estate investors and small business owners.
Provide technical input on tax and accounting issues and research tax solutions.
Nurture client relationships by delivering promised results and meeting deadlines.
They are a 100% virtual CPA firm, with their team located across the United States, serving Real Estate Investors, Syndicates, and Fund Managers. They are innovators of tax services and firm culture with work-life integration, using the best technology and automation on the market.
Utilizing your keen attention to detail to provide quality control
Working as part of a collaborative team in a fast-paced environment
Proven ability to maintain confidentiality regarding sensitive information
Cherry Bekaert is a large assurance, tax, and advisory firm in the U.S., serving clients across industries in all 50 U.S. states and internationally. They encourage you to choose your path and acknowledge the power of the individual.
Review financial statements and deliver high-quality reports to clients.
Consult with clients regularly and serve as a trusted advisor.
They are a 100% virtual CPA firm with a team located all over the United States. They are a real estate niche-focused firm serving Real Estate Investors, Syndicates, and Fund Managers that combines a strong culture with strong performance, uses best-in-class technology and automation, and invests in ongoing training and development.
Reconciling client bank statements and bookkeeping ledgers
Managing income and expenditure accounts
Generating financial reports using income and expenditure data
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Preparing tax returns including VAT, OSS VAT, GST/HST, SST and sales tax returns.
Preparing Balance Sheet reconciliations for direct and indirect tax liabilities and VAT turnover reconciliations.
Assisting with tax filings and tax payments in line with deadlines.
The Adaptavist Group combines teamwork, technology, and processes to help businesses improve. They deliver enterprise software and solutions across technology ecosystems like Atlassian and AWS and embrace a flexible, remote-first work environment.
Own the preparation of lead schedules and reconciliations for key balance sheet accounts.
Prepare and post journals ranging from standard accruals to complex financial asset adjustments.
Manage the end-to-end lifecycle of corporate expenses and payables.
Xapo Bank is a fully distributed team of over 130 Xapiens that work remotely from 30+ countries around the world. They are committed to changing the way things are done, with a focus on economic freedom and wealth protection.
Manage clients' day-to-day accounting and finance needs remotely.
Prepare month end close workbooks including balance sheet reconciliations.
Assist with grant management, audit preparation, and 990 filings.
Chazin is a woman-owned firm established in 2005 that provides virtual accounting and finance solutions for the nonprofit sector. The company has been nationally recognized with Best of Accounting awards for Client Satisfaction and Employee Satisfaction in 2023, 2024, and 2025.
Accurately code client bank and credit card transactions in QuickBooks.
Perform monthly bank and credit card reconciliations.
Review Profit & Loss and Balance Sheet reports to identify unusual or incorrect transactions.
iCIMS is a recruiting software provider that helps businesses attract, engage, hire, and advance talent. They offer a platform to streamline the entire talent acquisition lifecycle.
Monitor contracts and agreements with vendors, consultants, banks, tenants, contractors, municipalities, etc.
Perform account receivable functions, including invoicing, deposits, collections, and revenue tracking.
Conduct reconciliation of all accounts on an as-needed basis.
Wing is redefining the future of work for companies worldwide. They aim to be a one-stop shop for companies looking to build world-class teams and place their operations on autopilot.
Support existing clients and their Sale Tax Accountants.
Update and test tax collection settings on sales platforms.
TaxValet is a company that transforms negative emotions into something positive for its clients, partners, and each other by eliminating the hassle and stress of sales tax. They are a fast-growing, fully remote, financially stable, and profitable business with an awesome team of around 100 teammates.
Assist in the preparation and review of our ASC 740 tax provision
Act as key review in direct and indirect tax compliance processes
Research, analyze and draft technical memorandum on a variety of tax issues
Attentive is the AI marketing platform for 1:1 personalization redefining the way brands and people connect. They combine technology with human expertise to build authentic customer relationships and have a distributed global workforce with employee hubs in New York City, San Francisco, London, and Sydney.