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.
Review complex individual, partnership, trust, and estate tax returns while managing tax compliance and planning for high-net-worth clients.
Supervise multiple tax engagements, mentor associates on tax issues, and collaborate with partners on client management and business development.
Maintain active client communication to ensure satisfaction, meet deadlines, and serve as a business adviser by recommending process improvements.
Gursey | Schneider LLP is a public accounting firm providing tax, audit, and advisory services. It is a Top 100 Firm with over 200 professionals and fosters a culture of creative problem-solving and professional development, offering perks like annual trips and mixers.
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.