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 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, Manage & Develop the Team, setting the standard, building the culture, and making sure every person on the team has what they need to succeed.
Grow the Tax Advisory Practice by driving TAS engagements for Prime and Elite clients with proactive planning and multi-scenario tax strategy.
Maintain a Strong Compliance Foundation by owning the quality and consistency of the compliance practice to ensure all reviews get done right and deadlines are met.
Our client is a firm in the middle of a deliberate transition—from high-volume tax compliance to premium, advisory-led practice and beyond. Clients are serious business owners, high-net-worth individuals, and multi-entity operators who expect more than a return.
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.
Review and sign federal/state tax returns and monthly financial statements.
Oversee tax and accounting engagements for a diverse client portfolio, ensuring all monthly close and tax deadlines are met.
Directly supervise Managers, Seniors, and Staff to provide coaching and performance management.
They are a growing, modern accounting and advisory firm seeking a Director of Accounting & Tax Services to lead service delivery for a team of 8–10 professionals. The firm is dedicated to supporting Main Street businesses and building a culture where professionals can grow without burnout.
Lead tax planning kickoff calls and quarterly advisory meetings.
Review financials to identify missed planning opportunities and advise on entity structuring and compensation optimization.
Prepare or review complex returns that reflect deep strategic planning rather than just transactional data entry.
This client is a growth-minded, remote firm looking for a Tax Manager who prioritizes strategy over compliance. They don't just crank out returns; they serve as year-round proactive partners to high-performing entrepreneurs and real estate investors.
Serve as the primary advisor for a portfolio of entrepreneurial and high-income clients, leading quarterly advisory meetings and delivering proactive tax planning.
Develop, maintain, and update customized tax plans for clients.
Lead a dedicated client service team of 2-4 tax professionals, coordinating workflow, mentoring staff, and ensuring high-quality deliverables.
RES Consulting is helping a progressive CPA firm find a Remote Tax Advisor. This firm is growing around proactive tax advisory rather than volume-based compliance and the client niche is focused on strategic business groups, growth-stage entrepreneurs, and HNWIs and families.
Design, launch, and lead Topo Advisors' tax advisory practice.
Serve as the primary tax advisor to a book of clients including preparation and review of tax returns.
Collaborate with Topo Advisors' accounting and finance teams on cross-functional client matters.
Topo Advisors offers fractional embedded accounting and finance support to venture-backed companies. As a modern advisory firm, Topo helps founders, operators, and investors navigate the financial and strategic complexities of building companies.
Conduct final technical reviews of tax returns for individuals, partnerships, S-corporations, trusts, and corporations, including signing returns.
Research complex tax issues, provide recommendations, and facilitate tax resolution with federal and state authorities.
Mentor and train team members to develop technical skills and maintain strong client relationships through responsive communication.
The company is a 100% virtual CPA firm specializing in serving Real Estate Investors, Syndicates, and Fund Managers. It is a people-first, innovative firm focused on using technology and automation to foster work-life integration and a strong team culture.