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.
Supervise, coach, and mentor seasonal tax professionals to achieve performance goals and deliver high-quality tax preparation services.
Provide technical guidance on complex individual and business tax returns, ensuring compliance with federal and state regulations.
Oversee daily operations, quality assurance, and training while acting as an escalation point for customer issues.
A remote tax preparation services provider that supports individual and business tax filings during seasonal operations. The company fosters a collaborative, customer-focused environment with a diverse team of seasonal tax professionals.
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.
Prepare and review Individual, Partnership, and S-Corporation tax returns and supporting workpapers.
Identify missing data and communicate directly with clients via email, phone, Loom, or Zoom.
Adhere to professional ethics including client confidentiality and seek licensing such as CPA or EA.
We are innovators of tax services and firm culture with work-life integration. We are a 100% virtual CPA firm with a team located across the United States, serving real estate investors, syndicates, and fund managers.