Manage tax compliance and planning for high-net-worth individuals, families, trusts, and closely held businesses.
Prepare and review federal, state, and local tax returns for various entities including individuals, trusts, and partnerships.
Identify tax planning opportunities and collaborate with wealth advisors to support clients' broader financial objectives.
Focus Financial Partners is a leading financial services firm offering integrated wealth management, family office, and business management services. The company has a large team and a client-first fiduciary culture.
Lead client calls and present tax returns and strategies to women-owned businesses.
Prepare accurate tax returns for LLCs and S Corporations ensuring compliance.
Collaborate with bookkeeping team to ensure seamless financial reporting and client onboarding.
KSA Tax Partners is a woman-owned, fully virtual accounting firm that empowers women business owners by providing tax filing and financial education. The firm offers a year-round service model with a stable work environment and a supportive, innovative team culture.
Serve as primary client contact, spending up to 50% of time in direct client meetings via Zoom.
Create and deliver tailored tax plans, research complex tax issues, and coordinate with the tax preparation team.
Maintain strong client relationships, manage expectations, and stay updated on tax law changes.
We are a 100% virtual CPA firm serving Real Estate Investors, Syndicates, and Fund Managers. Our team is passionate about real estate and we are on a mission to change the accounting industry by creating a premier people-first firm where strong, talented team members thrive.
Manage and review international tax compliance engagements for U.S.-based clients with foreign operations.
Research and analyze international tax issues involving cross-border transactions, tax treaties, and global business structures.
Mentor junior staff and develop strong client relationships as a trusted advisor.
BPM is a public accounting firm driven by an entrepreneurial spirit and a passion for people. With a culture of caring and community, it offers professional development opportunities and values authenticity, with a size that supports colleagues through shared growth.