Top Tech Jobs & Startup Jobs

Performs audit, review, and compilation procedures, including control testing, substantive testing, and analytical procedures. Supports senior professionals, evaluates financial information, communicates with clients and colleagues, monitors auditing and regulatory developments, and participates in professional development. Requires an accounting background, strong analytical and organizational skills, teamwork, communication abilities, and proficiency with Microsoft Office. Caseware or CaseView knowledge is preferred.

Manages outsourced financial operations for clients, including general ledger, payables, receivables, payroll, reporting, reconciliations, closing, budgeting, forecasting, and accounting system conversions. Oversees onshore and offshore staff, reviews financial accuracy, advises on technical accounting, manages stakeholder communications, supports financial statement preparation, and drives process and technology improvements.

Directs commercial tax services by reviewing tax returns, workpapers, and projections; advising clients on tax planning, compliance, and research; managing engagements and resolving tax issues; supporting business development; mentoring staff; coordinating project delivery; and maintaining client relationships and current tax knowledge.

Provides front-office and administrative support, including reception coverage, mail handling, meeting and event coordination, office inventory, shared mailbox management, client onboarding, database updates, engagement letter processing, and tax department workflow assistance. Requires strong organization, communication, multitasking, attention to detail, Microsoft Office and Excel proficiency, and the ability to work in-office and overtime as needed.

Manage tax compliance, planning, and advisory services for high-net-worth individuals, families, trusts, estates, charitable entities, and closely held businesses. Serve as the primary tax contact for wealth management alliances, review tax returns, supervise and develop tax professionals, manage engagement workflows, and identify planning opportunities. Use automation, AI-enabled tools, and digital platforms to improve efficiency, quality, and client service while supporting relationship growth and business development.

Provides tax compliance and planning services for high-net-worth individuals, families, trusts, estates, charitable entities, and closely held businesses. Manages engagements from planning through completion, reviews complex tax matters, builds client and wealth advisor relationships, coordinates onshore and offshore resources, and uses automation, digital workflows, and AI-enabled tools to improve service delivery. Also supports business development, process improvement, and integrated tax and advisory solutions.

Leads tax strategy, delivery, and review for high-net-worth individuals, families, trusts, estates, charitable entities, and closely held businesses within strategic wealth-management alliances. Manages client relationships, complex tax engagements, staffing, workflow, and tax planning opportunities while mentoring teams. Drives integrated advisory services, technology-enabled delivery, automation, AI adoption, operational scalability, and alliance growth. Requires extensive public accounting and supervisory experience, tax expertise, and CPA, JD, or EA credentials.

Prepare and review tax compliance and planning services for high-net-worth individuals, families, trusts, estates, charitable entities, and closely held businesses. Manage engagements from planning through completion, ensure technical accuracy, advise clients and wealth management partners, coordinate onshore and offshore resources, and use automation and AI-enabled tools to improve service delivery. The role also supports relationship growth, business development, and integrated tax and advisory solutions.

Manages clients’ financial operations, including general ledger, payables, receivables, payroll, reporting, reconciliations, journal entries, budgeting, forecasting, and financial close processes. Oversees onshore and offshore staff, reviews accounting accuracy, supports ERP conversions and bookkeeping cleanup, advises on technical accounting, develops financial analyses, and improves operational processes. The role also requires client and stakeholder communication across vendors, customers, banks, and business partners.

Supervise outsourced accounting engagements, review workpapers and financial statements, reconcile accounts, post cash transactions, conduct internal audits, resolve client issues, and recommend process improvements. The role also involves client management, staff development, performance evaluations, multitasking across engagements, and completing work within deadlines.