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The Tax Manager is responsible for reviewing and signing tax engagements, providing client relationship management, and acting as a resource for junior staff while focusing on technical excellence in a supportive remote environment.

The Tax Director will lead tax engagements, manage client relationships, mentor teams, stay updated on tax legislation, and participate in business development, facilitating a transition to partnership.

The Bookkeeper is responsible for managing multiple client accounting engagements, performing full-cycle bookkeeping, preparing financial statements, and ensuring financial accuracy.

Lead a small business and high-net-worth individual tax pod within a national CPA firm. Responsibilities include reviewing complex individual, trust, estate, gift, and small business returns; providing technical tax guidance; developing proactive family, charitable, wealth transfer, and succession planning strategies; researching complex tax issues; managing workflows and deadlines; and collaborating with clients and external advisors. The role has full review ownership with minimal preparation and requires senior leadership experience in public accounting.

The Managing Director will build a tax division, oversee tax returns, deliver advisory services, and collaborate with RIA teams to enhance client tax strategies.

Prepare and support nonprofit review and compilation engagements: perform analytical procedures, identify accounting/reporting issues, prepare workpapers and schedules, reconcile financial data, collaborate with team and clients, and apply firm methodology and standards.

Prepare 150–200 business and individual tax returns annually, emphasizing business entities and 1040s. Support client transitions, maintain accuracy and efficiency during seasonal deadlines, stay current with tax law, and gradually mentor team members while progressing toward a Manager role. The position requires public accounting tax experience, strong business return preparation skills, and self-directed performance in a high-volume environment.

The Tax Manager will lead the tax function at a growing investment advisory firm, managing client relationships and developing tax services from the ground up.

The Tax Partner will manage a sophisticated client base, lead tax engagements, mentor staff, and participate in business development while ensuring high standards of client service.

Lead client acquisition and manage onboarding; own relationships for individual and business clients; prepare and review complex tax returns including fiduciary returns; drive proactive tax planning and research complex tax issues; manage workflow across engagements and supervise and develop a small team while applying data analytics to client situations.