Top Tech Jobs & Startup Jobs

Develop and present customized financial plans for high-net-worth clients. Gather client data, analyze complex financial scenarios, advise on cash flow, education funding, equity compensation, investments, insurance, taxes, and estate planning, and collaborate with advisors and external professionals to deliver holistic wealth-management solutions.

Manage audits, reviews, and compilations from planning to completion; supervise and mentor staff; lead client engagements, fee negotiations, and invoice preparation; maintain GAAP/FASB compliance; develop business through networking and professional organizations.

Serve as the tax expert for client engagements: provide strategic tax guidance, manage client relationships, lead prospecting and closings, supervise and mentor staff, oversee service delivery, manage engagement risk, billing and budgets, and develop processes to improve client service.

Serve as tax expert for construction clients, managing client relationships, delivering tax strategies and reviews, supervising staff, leading prospecting and client meetings, and overseeing engagement financials, billing, collections, and risk management under partner oversight.

Serve as tax lead for construction clients offering tax review, planning, and compliance. Manage client relationships, mentor staff, lead prospecting, and oversee engagement financials and risk.

Manage audits, reviews, and compilations for construction-industry clients from planning through completion. Lead engagements, supervise and train staff, act as technical resource, handle client interactions and business development, and ensure compliance with GAAP and FASB standards.

Serve as tax expert for client engagements: develop tax strategies, manage client relationships, supervise and mentor staff, oversee service delivery and engagement financials, lead new business presentations, conduct research, and ensure high-quality, compliant deliverables.

Serve as in-charge on audits, reviews, and compilations (primarily construction clients). Prepare financial statements and disclosures, mentor associates, manage engagement schedules and budgets, maintain technical competence with FASB/GAAP, and identify emerging issues to improve processes.

Client-facing role executing service and operations for Schwab brokerage accounts, coordinating client onboarding, maintaining records in CRM/portfolio/document systems, handling workflow and RMD distributions, performing data exports and ad-hoc analysis, troubleshooting processes, and training new team members.

Manage tax engagements for a diverse client base: provide strategic tax planning and research, oversee client relationships, supervise and mentor staff, manage engagement financials and risk, and lead new client prospecting and closing.