Understand complex-tier members' financial backgrounds and identify optimization opportunities.
Support and mentor a team of bookkeepers and tax staff.
Manage complex-tier members, review books and tax returns, and handle escalations.
Collective provides an integrated platform for businesses-of-one to handle incorporation, accounting, bookkeeping, tax services, and community. They are backed by top investors and have a remote-friendly culture with a focus on empowering self-employed individuals.
Prepare and file accurate tax returns for individual and business clients.
Ensure compliance with local, state, and federal tax regulations.
Maintain up-to-date knowledge of tax laws and provide strategic advice.
Polished Talent Group is a talent solutions company that connects skilled professionals with opportunities. They are a growing firm with a focus on quality and customer satisfaction.
Prepare individual and business tax returns and advise clients through video calls.
Manage the full client experience from document collection to communication, building trust through expertise.
Meet or exceed goals for customer satisfaction, service quality, and operational efficiency.
april is an embedded, year-round tax platform that powers smarter financial decisions by integrating real-time tax intelligence into partner platforms. The company values collaboration, rapid iteration, and a customer-focused culture.
Manage a portfolio of customers, review and file federal and state tax returns including Form 1040 and 1120-S.
Serve as a tax subject matter expert, researching laws and ensuring compliance with federal and state requirements.
Mentor junior tax staff and collaborate with leadership to align on tax-related matters.
Collective aims to empower self-employed individuals by providing an integrated platform for business incorporation, accounting, bookkeeping, and tax services. The company is a growing startup backed by top investors and featured in major media outlets, with a mission-driven culture focused on supporting freelancers.
Enter client data into tax prep software and prepare individual tax returns.
Adhere to firm policies, tax practice standards, and 1040 procedure manual.
Ensure client confidentiality and handle information with a professional demeanor.
Baker Tilly is a leading advisory, tax and assurance firm providing services coast-to-coast in the U.S. and globally. They are part of Baker Tilly International, a network of 43,000 professionals in 141 territories with combined revenue of $5.2 billion.