Top Tech Jobs & Startup Jobs

Lead and manage multiple audit engagements across a diverse client portfolio, performing risk assessments, developing audit plans, evaluating internal controls, testing transactions, and preparing financial statements. Provide recommendations to improve operations and compliance, maintain client relationships, and supervise and mentor audit staff while staying current on regulatory and industry changes. Commitment to professional ethics and potential career path to partner.

Support financial statement audits, prepare workpapers and financial statements, perform audit testing and analytical procedures, research accounting/auditing issues, communicate with clients and teams, assist with engagement wrap-up, and participate in training and professional development.

Prepare U.S. federal and state individual income tax returns (Form 1040) for high-net-worth individuals, business owners, and expatriates. Complete supporting schedules and disclosures, review client documentation, perform basic tax research, collaborate with seniors/managers for review, meet deadlines and productivity targets, and use tax software (CCH Axcess, UltraTax, ProSystem fx, SurePrep). Maintain data confidentiality and quality control.

Manage day-to-day client tax relationships, lead tax compliance and consulting engagements, research technical tax issues (including ASC740), respond to tax authorities, develop staff, support business development, and manage engagement profitability and client service.

Lead tax operations and resource management across multiple offices: maintain tax policies and software, manage workflows and signatures, allocate and forecast staffing, train and mentor staff, track utilization and deadlines, support tax production and e-filing, and coordinate cross-functional staffing and training initiatives to optimize productivity and compliance.

Lead tax planning, compliance, preparation, review, and research for individuals and businesses. Prepare multi-entity and multistate returns, apply tax law, manage client relationships, coordinate complex accounting projects, supervise staff, and implement tax strategies and efficiencies using tax software.

Provide administrative and operational support to the tax department: prepare and track tax organizers and engagement letters, manage client document collection and electronic files, assist with tax return assembly, e-filing and delivery, monitor deadlines and workflow during tax season, communicate with clients about missing information and scheduling, and support tax partners with general office administration.

Join Cross Financial to transition and retain your transferable book of business while delivering comprehensive wealth management. Maintain client ownership, earn 60–80%+ payouts, collaborate with senior advisors, and pursue leadership and equity opportunities. Ideal for experienced advisors with strong client retention and custodian platform experience.

Oversee tax compliance, planning, and accounting for sophisticated/high-net-worth clients. Prepare and review individual, fiduciary, corporate, partnership, and multistate returns; apply current tax laws; mentor staff; coordinate complex accounting projects; use CCH tax products and other software to identify tax strategies and ensure accurate financial reporting.

Provide full-service bookkeeping for veterinary practice clients: manage ~10+ client relationships, perform QBO bookkeeping, reconciliations, month-end close, prepare financial reports, support onboarding, and maintain workflow and client communication.