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Prepare and begin reviewing complex federal and state tax returns (1040, 1120, 1120S, 1065); support engagements from planning to completion; provide proactive tax planning and projections; manage client relationships under manager oversight; review staff work and maintain quality control; use CCH Axcess, CCH Engagement, and Lacerte.

Manage in-house tax compliance for an existing RIA client book: prepare, review, and sign returns; advise clients on conversions, estate and tax planning; build tax workflows and processes; support business development and lay groundwork for bookkeeping as the firm scales.

The Staff Accountant will manage monthly accounting engagements, perform full-cycle accounting tasks, prepare financial statements, and ensure accuracy in reporting for a portfolio of clients.

The Tax Manager will lead tax engagements, mentor junior staff, and ensure compliance with tax regulations, while maintaining client relationships.

Founding Tax Manager for an RIA tax practice serving high-net-worth clients. Lead complex federal and state compliance for individuals, partnerships, S-corps, trusts, and estates; partner with wealth advisors on proactive tax planning (retirement income, RSUs, stock options, entity structuring, 1031s, donor-advised funds); develop workflows and technology; join client meetings and build a book of business; research complex tax issues and grow into senior leadership with potential ownership.

Lead and review complex U.S. federal and state tax compliance and international filings, coordinate with an offshore delivery team, manage client relationships, advise on cross-border tax matters (Subpart F, GILTI, FDII, BEAT, foreign tax credits), perform technical research, and grow into a long-term leadership role overseeing the U.S. tax function.