Prepare and review tax returns for high-net-worth individuals and related entities.
Ensure compliance with all federal and state filing requirements.
Support tax planning initiatives and assist in staff education and client communications.
Focus Partners Wealth is a financial services firm specializing in tax preparation and planning for high-net-worth individuals. As part of the larger Focus Financial Partners network, we combine deep expertise with a client-first approach to deliver personalized solutions.
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 the primary U.S. tax subject matter expert, guiding product development and enhancements.
Collaborate with cross-functional teams to translate tax regulations into scalable software capabilities.
Monitor tax legislation changes and advise on product updates to ensure compliance and accuracy.
Caseware is a Canadian fintech company that has led the global audit and accounting software industry for over 30 years, serving over 500,000 users across 130 countries. They foster a collaborative and inclusive culture, with a recent strategic investment from Hg Capital driving their next growth phase.
Prepare and review complex US tax returns for individuals, SMBs, and business entities.
Leverage AI tools and tax software to improve efficiency and accuracy in a tech-forward environment.
Communicate directly with clients and teams, managing multiple deadlines during tax season.
We are a growing CPA firm in Texas managing over 3,000 clients annually across various segments. We pride ourselves on delivering quality audit and tax services while building a collaborative, supportive team culture.
Conduct 45-minute client consultations via video calls to understand tax situations and provide personalized tax planning recommendations.
Build trust with customers by delivering clear guidance and actionable tax planning tailored to each client's goals.
Document key findings and collaborate with product teams to improve consultation workflows and client experience.
April is an embedded, year-round tax platform that powers smarter financial decisions by integrating real-time tax intelligence into existing platforms. It operates with an API-first infrastructure and a collaborative, fast-paced team culture focused on innovation.
Provide comprehensive tax planning, consulting and compliance services to veterinary clients.
Foster strong client relationships through effective communication and proactive tax-saving strategies.
Contribute to multiple engagements, ensuring timely and accurate completion of tax returns.
Current is a platform that invests in talent through opportunity, development, and support, unlocking growth for individuals, firms, and clients. Founded in 2023, it has rapidly become one of the fastest-growing accounting platforms in the US, with over 2,000 professionals and 30+ offices, backed by major venture capital firms.