Manage a portfolio of high-net-worth clients as primary tax contact and provide year-round advisory.
Prepare and review complex federal, state, and local income tax returns, including entity and trust returns.
Leverage CCH Axcess, Bloomberg Tax Planner, and AI tools to improve efficiency and deliver strategic tax solutions.
A wealth management firm providing tax preparation, planning, and advisory services for high-net-worth individuals and families. It fosters a collaborative, client-focused culture with fully remote work and opportunities for mentorship and professional growth.
Lead complex tax engagements for high net worth individuals, closely held businesses, and trusts.
Provide proactive tax planning, savings strategies, and wealth preservation solutions.
Supervise and review staff work while ensuring accurate and timely filings.
Frazier & Deeter is a Top 50 accounting and advisory firm serving clients across the United States and globally. They are a rapidly growing, entrepreneurial firm with offices in the US, UK, and India, repeatedly named a Best Firm to Work For and Best Firm for Women.
Oversee preparation and review of individual, corporate, and partnership tax returns, ensuring accuracy and timely delivery.
Develop customized Tax Savings Blueprints and lead proactive tax planning for clients.
Mentor and develop a team of tax professionals while managing portfolio workflow and client relationships.
A fully remote tax, accounting, and advisory firm dedicated to helping healthcare practice owners and growing service businesses achieve financial stability and long-term wealth. They prioritize proactive planning, team development, and direct collaboration with executive leadership.
Deliver high-quality tax compliance, consulting, and planning services to diverse clients
Oversee preparation and timely filing of all required tax returns
Collaborate with clients and internal teams to develop tax strategies and build strong relationships
Aprio is a top 20 CPA and advisory firm that accounts for anything, serving fast-growing industries with proven expertise and strategic foresight. With 40 U.S. and international offices and over 3,200 team members speaking 60+ languages, it offers a top-rated culture and growth opportunities.