Tax Planning jobs near me - 311 jobs

TAX MANAGER / SENIOR MANAGER Our client is a national accounting firm. The firm offers more than 80 services from five business units: Assurance and Tax Advisors; Business Advisors; Corporate Finance Advisors; Technology Advisors; and Wealth Management Advisors. We are currently seeking an experienced tax professional to manage multiple tax consulting engagements and contribute to the delivery of innovative tax planning ideas for clients. They work with large and small businesses, both publicly and privately held, as well as nonprofit organizations, service firms and professional associations. Qualified candidates should be a CPA with at least 5-7 years of current tax/public accounting experience. The ability to effectively manage other professionals is required. Responsibilities include tax planning, tax compliance, research and transaction analysis. They offer excellent advancement opportunities, limited travel and a competitive salary and benefits package. For immediate consideration, please send resume and salary requirements. Other Information: Equal opportunity employer To apply, send resume in word format with current salary for review and immediate interview or apply directly on our website at *************************************

Salary: $180,000 - 210,000/year - bonus, equity, benefits. The Tax Director - Trusts & Estates will lead our firm's fiduciary and estate tax practice, overseeing the delivery of complex tax compliance and planning engagements for trusts, estates, and high-net-worth individuals. This leader will serve as a key technical resource, mentor team members, and work directly with clients, attorneys, and financial advisors to provide strategic estate and wealth transfer planning solutions.Responsibilities Oversee the preparation and review of fiduciary (Form 1041), estate (Form 706), gift (Form 709), and related individual income tax returns. Provide strategic estate, gift, and trust tax planning, including wealth transfer, charitable giving, and generational planning. Partner with attorneys, financial advisors, and family offices to implement integrated tax and estate strategies. Manage client relationships, ensuring exceptional service, timely communication, and proactive tax insights. Supervise and mentor staff and managers, fostering professional growth and technical development. Monitor legislative and regulatory changes affecting trusts and estates; advise clients and firm leadership accordingly. Contribute to business development by expanding existing client relationships and assisting with new client proposals. Maintain a high level of technical proficiency and contribute to the firm's thought leadership in the trust and estate space. Requirements CPA license required 10+ years of progressive experience in public accounting or a trust/wealth management environment, with a strong focus on trust and estate taxation. Proven experience managing complex client engagements and multiple priorities in a fast-paced professional services environment. Strong leadership, mentoring, and team development skills. Excellent communication skills, with the ability to explain complex tax concepts clearly to clients and staff. Commitment to maintaining the highest standards of ethics, professionalism, and client confidentiality. $180,000 - $210,000 a year

Succession Planning for Retiring Advisor 3B+ AUM Registered Investment Advisor serving high net worth and ultra high net worth clientele is seeking a Senior Wealth Advisor to inherit clients as part of succession planning for a retiring advisor. Additionally, there is a strong flow of leads from internal CPA's and newly purchased CPA's firms. Clear track to equity partnership Highlights The RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide. Provide holistic wealth management services, including financial planning, estate planning, investment management, retirement planning, and proactive tax planning. Collaborative, collegial culture, fully remote opportunity Requirements Strong planning capabilities, CFP preferred Track record of successful business development

We are a distinguished, client-focused law firm renowned for delivering exceptional legal services in elder law, Medicaid planning, estate planning, probate, guardianships, real estate, civil commercial litigation, trust and estate litigation, and employment law. Serving clients across New York City, the Five Boroughs, and New Jersey, our seasoned attorneys combine razor-sharp legal expertise with heartfelt compassion for individuals, families, and businesses navigating complex matters. We craft tailored strategies, prioritize client education, and seek amicable resolutions whenever possible, yet stand ready to fiercely advocate in court to safeguard our clients' interests. As a small firm, we champion a supportive culture that fosters work-life balance, ultimate flexibility with remote work options, and professional fulfillment for our team. We are seeking a seasoned Trust and Estate (T&E) Attorney with ultra-high net worth experience to join our vibrant team in a fully remote capacity, offering an unparalleled opportunity to escape the high-pressure grind while continuing to make a profound impact. This role is ideal for experienced professionals seeking flexibility, with the option to work full-time or part-time from anywhere in the USA. Specializing in succession and estate planning for ultra-high net worth individuals and families (assets exceeding $40 million), you'll guide clients through intricate asset protection, tax minimization, and legacy planning, leveraging your expertise from large firm environments in a serene, less demanding setting. Responsibilities Independently craft sophisticated estate plans for ultra-high net worth clients with assets exceeding $40 million, including drafting wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives. Spearhead succession planning to ensure seamless asset transfers, family business continuity, and estate tax minimization through cutting-edge strategies, with a focus on federal estate tax planning. Independently draft and implement advanced estate tax planning vehicles, including sales to Intentionally Defective Grantor Trusts (IDGTs), Grantor Retained Annuity Trusts (GRATs), Qualified Personal Residence Trusts (QPRTs), and Charitable Trusts (e.g., Charitable Lead Annuity Trusts or Charitable Remainder Trusts). Design and execute out-of-state asset protection trusts to safeguard client assets. Provide expert counsel on tax-efficient gifting, intergenerational wealth transfer, and asset protection, incorporating elder law considerations such as long-term care and Medicaid eligibility when relevant. Conduct meticulous reviews of client financial portfolios to identify tax-saving opportunities and mitigate risks in high-value estates. Collaborate with interdisciplinary teams, including financial advisors and accountants, to deliver bespoke strategies aligned with clients' personal and familial aspirations. Manage probate administration and trust oversight for complex estates, resolving disputes amicably or through litigation when necessary. Stay ahead of evolving federal and state estate tax laws, offering proactive, informed guidance to clients on regulatory shifts. Mentor junior team members and contribute to firm-wide knowledge-sharing through internal training or client education initiatives. Uphold meticulous documentation and adhere to the highest ethical standards in all client interactions. Qualifications Juris Doctor (J.D.) degree from an accredited law school and active bar admission in any U.S. state. Minimum of 10 years of experience as a T&E attorney at a large law firm, with a proven track record handling ultra-high net worth clients (assets exceeding $40 million). Extensive expertise in independently drafting and executing sales to IDGTs, GRATs, QPRTs, Charitable Trusts, and out-of-state asset protection trusts, with a robust history of implementing these strategies in prior roles. In-depth knowledge of federal estate tax planning, including exemptions, portability, and state-specific nuances, with New York-specific experience not required. Proven ability to thrive in a remote work environment, with strong organizational and time-management skills to maintain standard business hours (approximately 40 hours per week for full-time, or flexible hours for part-time). Preference for seasoned or senior attorneys seeking to step away from high-intensity large firms to prioritize lifestyle, family, or personal pursuits. Outstanding communication skills, with a knack for explaining complex legal concepts with clarity and empathy to clients and families. Proficiency in legal research tools, document drafting software, and virtual collaboration platforms. Unwavering commitment to ethical practice, client confidentiality, and a client-centered approach rooted in empathy and long-term relationship building. Compensation We offer an enticing base salary of $175,000 to $225,000 annually for full-time roles (pro-rated for part-time), complemented by generous performance-based bonuses tied to client retention and successful estate planning outcomes. This role is crafted to match or surpass your current earnings while delivering a transformative work experience: significantly reduced stress, a superior working environment with flexible hours, and the freedom of fully remote work from anywhere in the USA. Step into a role where you can continue shaping legacies for ultra-high net worth clients while reclaiming your time and well-being in a supportive, balanced setting that redefines professional fulfillment.

Tax Senior/Experienced Tax Staff | Public Accounting Firm Job Type: Full-Time Department: Tax Reports to: Tax Manager/Senior Manager We are seeking a detail-oriented and motivated team member to join our growing tax team. The ideal candidate will assist with preparing federal, state, and local tax returns, perform tax research, and support clients and internal teams with compliance and planning. Key Responsibilities: Prepare individual, corporate, and partnership tax returns Assist with tax planning and consulting projects Maintain client relationships and respond to inquiries in a timely manner Research tax issues and summarize findings Keep up to date on current tax practices and changes in tax law Ensure accuracy and compliance in all tax filings Qualifications: Bachelor's degree in Accounting or related field (required) CPA or CPA candidate preferred Strong Excel and general computer skills Excellent analytical and communication skills Ability to manage multiple projects and deadlines Benefits: Competitive salary Health, dental, and vision insurance 401(k) with employer match Paid time off and holidays CPA exam support and continuing education Why Join This Firm? ✅ Flexible scheduling ✅ Competitive base salary + performance-based bonuses. ✅ Comprehensive benefits package, including health, dental, and 401(k) match. ✅ Generous PTO and paid holidays. ✅ Strong leadership team that prioritizes professional development and career growth. If you're a highly motivated individual looking for a remote opportunity with a growing public accounting firm, we'd love to hear from you! 📩 Apply today by sending your resume to brian@solidrockrecruiting.com or (2) Brian Tjepkes-Public Accounting Recruiter- | LinkedIn to learn more! Direct Phone: 605-910-9530

About the Role april is seeking a motivated Senior Product Designer to join our Build team. This role is for an individual who takes pride in their work and is excited by the idea of continuous learning. You will own decisions and ship flawless end-to-end flows and experiences across our full suite of products - from consumer-facing solutions to B2B2C experiences and internal tools for business clients. Our team's focus is to create a best-in-class, human-centric tax experience for everyone we serve. We pride ourselves in reimagining established paradigms and designing innovative solutions to make taxes work for the people. This position is fully remote and candidates must be based in the United States. Team members residing within the New York City metropolitan area must maintain a minimum on-site presence of three days per week. Key Responsibilities * Lead the entire design thinking process for significant parts of our multi-platform product suite (consumer, B2B2C, and internal business tools) * Contribute to the growth of the product design function while building and communicating best practices across the organization * Work directly with our Head of Product Design and Product, Engineering, and Tax Analyst leads to prioritize initiatives to ensure we are solving the right problems * Ensure flawless, pixel perfect execution across all areas of the design process while keeping an eye on the bigger picture * Regularly conduct research to ensure we are continuously improving the product experience by gathering qualitative and quantitative insights via user research * Measure and contribute to business level objectives and key results by ensuring every piece of work you touch is adding value for both the user and the business * Partner with the marketing team to ensure our solutions align with our users' voice and the april brand Experience * 6+ years of experience designing and building digital products * Knowledge and passion for interaction and visual design * Must have a high bar for design quality and be an advocate for clean, elegant, and usable design - you are constantly looking to raise our bar of quality * Exceptional organization and planning skills * Experience applying research, usability tests, and metrics to inform design decisions * Comfort with an iterative design process that includes accepting and acting on feedback * Ability to inspire and drive end-to-end product and feature improvements * Ability to think at a high level about business objectives * Strong collaboration skills and ability to maintain flexibility in an evolving work environment * Self-learning individual with an entrepreneurial spirit, conceptual thinking, creativity and problem-solving skills * Effective communication skills and the ability to confidently communicate design thinking methodologies and design direction with senior stakeholders, including founders * Must be proficient in Figma About april april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april's white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april's AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time-making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge-for their clients and their business.

Job Title: Tax Supervisor (Remote) Company Overview: We are a distinguished CPA firm based in Los Angeles, known for its comprehensive tax, accounting, and advisory services. With a commitment to innovation and client success, we are seeking a skilled and experienced Tax Supervisor to join our team in a remote capacity. With over 100 employees, we value collaboration, excellence, and adaptability. Key Responsibilities: Tax Compliance Oversight: Supervise and lead the tax compliance process, ensuring accurate and timely completion of tax returns for various entities, including corporations, partnerships, individuals, and trusts. Review and analyze complex tax issues, providing guidance to the team. Remote Team Management: Effectively manage and support a remote team of tax professionals, providing guidance, training, and fostering a collaborative work environment. Conduct regular check-ins, performance reviews, and mentorship to ensure team development. Client Relations: Serve as a primary point of contact for clients, addressing inquiries, providing guidance on tax matters, and ensuring exceptional client service. Collaborate with clients on tax planning and strategy. Quality Control: Implement and oversee quality control procedures to maintain the accuracy and integrity of tax deliverables. Conduct reviews of workpapers, tax returns, and other documentation. Remote Collaboration: Leverage technology and communication tools to facilitate seamless collaboration with team members and clients in a remote work environment. Ensure effective communication and coordination within the tax department and with other departments as needed. Professional Development: Participate in the professional development of the tax team by organizing training sessions, sharing industry updates, and fostering a culture of continuous learning. Qualifications: Bachelor's degree in Accounting, Finance, or related field; CPA certification is required. Minimum of 5 years of experience in public accounting with a focus on tax. Proven experience in remote team management and collaboration. Strong knowledge of federal and state tax laws and regulations. Excellent interpersonal and communication skills. Benefits: Competitive salary commensurate with experience. Comprehensive health, dental, and vision insurance. Retirement savings plan with employer contributions. Professional development opportunities and continuing education support. Fully remote work option with a commitment to work-life balance. Collaborative and inclusive work culture. If you are an experienced Tax Supervisor looking for a remote opportunity with a reputable Los Angeles-based CPA firm, we invite you to apply. Join our team and contribute to the success of our clients while enjoying the flexibility and convenience of remote work.

A little about Capital Power Capital Power (TSX: CPX) is dedicated to Powering Change by Changing Power . This north star guides our ambitions, focus, and actions as we transform our energy system to power a lower-carbon future. We're a growth-oriented North American energy company headquartered in Edmonton, Alberta. Our team safely delivers, builds, and creates balanced energy solutions for customers across North America. Our people are at the core of our journey to deliver reliable, affordable, and lower-carbon power solutions. We provide purpose-driven work in a safe and inclusive environment, and we live by our North Star. With us, your contributions matter - we want you to be empowered to innovate, collaborate, and ultimately drive results. We're here to partner with you so you can learn, grow, and forge a career that's meaningful to you. Join us in powering North America! Your Opportunity: One Permanent Full Time Position. Capital Power Corporation is currently seeking an innovative and results-oriented individual to join our Taxation team! Reporting to the Vice President, Taxation, as the new Sr. Lead, Taxation (US), your role will be to manage and lead the US tax team, which includes tax provisions and the US tax compliance function, along with a focus on supporting Capital Power's business development activities in the US. In addition, your role will include assessing and managing renewable investment tax credits, tax legislation changes and developments, tax audits, tax forecasting, tax audits, tax planning, etc. You will contribute to our team by: Reviewing complex US tax compliance. Includes management of compliance deadlines, payments, reorganizations, research, elections, etc. and managing the implementation and compliance to new US tax legislation. Reviewing complex US tax provisions and tax note disclosures for legal entities. Leading and/or assisting with US business development analysis (tax impact of potential acquisitions or divestitures, integration, tax incentives, etc.) Overseeing US sales and use compliance. Managing US taxation audits where necessary. Managing US long term planning and budget and forecasting. Assisting with intercompany and cross border transactions, including transfer pricing, management fees, etc. Adhering to SOX requirements. Managing direct reports, temporary employees, external consultants, and the workflows of the US tax team. What you will bring to the role: Education: Degree or Diploma in Business, Finance or Accounting. Master of Taxation Degree. CPA Professional Accounting Designation. Education equivalency may be considered. Experience: Minimum 7 years of post-graduation finance/accounting experience with at least 5+ years tax experience in a relevant tax position. Technical Skills: US corporate tax expertise and large public company tax experience Experience with investment tax credits, tax equity investors, M&A due diligence work, IRS audit experience, cross border taxation Working Conditions: Hybrid Office located in Washington DC, with possible very minimal travel to meet business users at Capital Power facilities or other offices. Additional Details: This position will remain open until a suitable candidate is found. The pay range for this position is $150,000.00 to $170,000.00. The specific rate will depend on the successful candidate's qualifications and prior relevant experience. This position is eligible for health care benefits, retirement benefits, paid time off, and annual bonus. Clearance of Credit check is required for this position. In order to be considered for this role you must be legally eligible to work in United States of America. The successful candidate for this position will undergo an education verification, reference checks and criminal record check. Capital Power employees that refer a successful candidate for this position are eligible for a $2000 Referral Reward! We believe that creating a culture that supports employee physical, mental, financial, and social wellbeing is critical to our success. That is why we provide flexible and affordable employee benefits, retirement savings, and paid time off programs. We also provide comprehensive onboarding, training, and programs supporting your career development. Depending on the posting requirements relocation assistance may be available. How To Apply and Next Steps Capital Power only accepts resumes via online application at ***************************** If you choose to submit your resume by any other means, we cannot guarantee that your application will be considered for vacancies. Applicants with disabilities who require a reasonable accommodation to complete their application can request accessible formats, communication support, or other accessibility assistance by contacting ************************. Capital Power is committed to providing a fair and transparent hiring process. We recognize and embrace the value of diversity and hire employees with the appropriate skills, experience and knowledge for each position. Thank you for taking the time to apply and expressing interest in powering a sustainable future with Capital Power! We wish that we could personally respond to everyone who applies; however, it is our practice to contact only those individuals selected for interviews.

Job Description Chief Executive Officer Join a Mission-Driven Team Dedicated to Serving Seniors and Families Empathetic - Client-Focused - Servant Leader - Growth Mindset - Quality-Oriented - Team Player At Jarvis Law, we are seeking an experienced CEO to join our growing team. If you are passionate about helping seniors and families navigate estate planning and elder law with confidence and peace of mind, we want to hear from you. Who We Are Jarvis Law is a leading elder law and estate planning firm with offices in Dublin, Lancaster, and St. Clairsville, Ohio. This role will be based primarily out of our Dublin office, but will need to travel to and work out of all of our offices monthly. Our mission is to provide unparalleled legal services that allow families to live securely, age with dignity, and protect what matters most. We achieve this by: Building trust - Serving as compassionate advisors who treat clients like family. Providing clarity - Guiding families through complex legal matters with empathy and respect. Delivering excellence - Creating personalized, comprehensive legal plans with proactive communication. What We Want First and foremost, our new CEO has to be passionate about our mission of helping families throughout Ohio and West Virginia implement straightforward, sound, elder law plans that work. We are looking for a savvy business leader who keeps a heart for our clients at the center of their leadership because they understand the ultimate human impact of the peace of mind that our work brings. To achieve that human impact, our CEO's role focuses on executing the 2026 business plan, with an eye toward collaboratively developing the 2027 business plan. Our new CEO will bring creativity, accountability, and strategy to the table to achieve revenue and profitability goals. Applicants must be skilled in using data and facts to drive action, with the ability to skillfully monitor and respond to leading and lagging indicators. As this candidate transitions fully into the role, we will look to our CEO to be an aggressive innovator who balances market insight with a passion for helping families protect who and what matters most. As the leader of the firm's C-Suite, the CEO will leverage the efforts of both internal and fractional executives to meet operations, finance, marketing, and sales goals. This works to set and align Jarivs' strategic plan throughout the entire team. Internally, the people on our team are at the core of our work, so any CEO candidate must have a demonstrated record of building inclusive, empowered cultures where people feel excited about their role in realizing our mission, vision, and values. We love transformational, servant, and democratic leadership styles that deliver big results. Externally, our CEO will serve as the steward of our brand who protects and grows our reputation by growing our professional network and attention to our community. About Jarvis Law Office We are an estate and elder law firm helping families throughout Ohio and West Virginia, implementing straightforward, sound plans that work. Our elder law services avoid probate by incorporating estate and estate tax planning, Medicaid planning, asset protection, memory care planning, and special needs planning. Through our work, we help clients maximize independence, age with dignity, get the right care at the right time, create security for loved ones, and navigate healthcare and long-term decisions effectively. Every day, our team feels how important the work they do is to the well-being of the clients we serve. Why Jarvis Law Office? You want to lead an organization that makes a huge impact on people's lives. You are a skilled CEO who thrives when empowered - not micromanaged. You value having the assistance of a skilled legal C-Suite to drive your efforts. You appreciate a flexible work schedule within core, in-person work hours. You desire medical, dental, and vision insurance for you and your family. You are excited about generous vacation/PTO time. You want unparalleled coaching, mentoring, and CLE opportunities. You would love a firm that invests in your retirement with a matched 401K plan. Duties & Responsibilities OVERALL LEADERSHIP Collaborates with the entire C-Suite to ensure coordinated stewardship of business plan execution through leadership, department supervision, data analysis, resourcing, and communication. Advances the organization's mission, vision, values, and brand effectively. Oversees the ongoing operations of the marketing, sales, financial, people, and production divisions in the company and coordinates with division leadership. Oversees and effectively uses all marketing, sales, people, and financial metrics to inform decisions and ensure financial sustainability. Participates in the development and implementation of the long-range strategic plan; monitors and reports on progress and recommends changes/updates. Demonstrates strategic innovation for the firm that seizes on strengths and market opportunities while mitigating weaknesses and protecting from threats. ‘Gets it done' by being results-driven and shifting between strategic and tactical. FINANCIAL LEADERSHIP Reviews the monthly financial results of all operations, comparing them with the company's objectives and taking appropriate measures to correct unsatisfactory performance and results. Establishes and monitors budget performance and stabilizes financial tension. Ensures that the trust account is properly reconciled each month. Participates in effective tax planning strategies and ensures that taxes are filed timely each year. MARKETING & SALES LEADERSHIP Actively fosters community partnerships and professional networks at the local, regional, and state levels to strengthen our brand and expand our reach. Works with the C-Suite to identify appropriate marketing messages that resonate with the ideal A+ client(s) and audience. Works with the C-Suite to build a marketing plan in accordance with the firm's written business plan and to ensure the marketing plan is calendared and that appropriate financial considerations are appropriate and budgeted. Resource pre-engagement glide paths to ensure prospective new clients make an informed decision as to whether and how the firm can help them. PEOPLE & OPERATIONAL LEADERSHIP Has detailed knowledge of the firm's SOPs to promote certainty and accountability for operations and delivers maximum employee performance; ensures that SOPs are firmly and consistently in place and reviewed/updated regularly. With the COO and Managing Attorney, ensures the legal team produces exceptional work-product in an efficient, professional, and reliable manner. Promotes and fosters a firm culture and work atmosphere that develops, retains, and empowers ‘A-team members'. Ensures the company's compliance with all applicable laws, rules, regulations, and standards (including the bar). Anticipates and meets all facility and operational capacity needs to execute the written business plan, including adequate office space, technology, software, licenses, insurance, and other necessary resources. Core Competencies Mission-Focused Committed to create real change in the lives of families we serve Relationship-Oriented Puts people before processes; builds strong relationships with and across team Collaborative Effectively leverages collaboration to drive best practices and engage team members Results-Driven Dedicated to, and accountable for, shared & measurable goals. Creates, resources, scales, and leverages strategies and innovations for maximum impact Brand Steward Grows and protects the reputation and results of the greater network Growth Mindset Confronts setbacks and challenges with a positive, curious attitude; learns & adapts Visionary Confronts the complex realities of the environment and simultaneously maintains faith in a different and better future, providing purpose, direction, and motivation Strategic Thinker Ensures the right people are in the right roles at the right times, fostering commitment, trust and collaboration that intentionally delivers targeted outcomes. Network Oriented Values the power of networks; able to build, maintain, and grow mutually-beneficial professional networks that yield demonstrable brand and business benefits Qualifications Demonstrated, sustained record of accountability and success as a CEO, Executive Vice President, Vice President of Revenue Operations, Vice President of Marketing, Vice President of Sales, or Chief Growth Officer, for a fast-growing professional services firm. Bachelor's degree in business or related fields; MBA preferred. Experience with mergers, acquisitions, or sale of a business is preferred. Responsibility for annual gross revenue of 25M per year or more required. Experience working with multi-location and remote teams. Compensation & Benefits We offer a competitive total rewards package designed to attract and retain top talent: Total Annual Compensation: $200,000, including a base salary and performance-based bonus opportunities. Health & Wellness: Comprehensive medical coverage with access to voluntary supplemental benefits. Life Insurance: $50,000 in company-paid life insurance coverage. Paid Time Off: Generous PTO program plus additional Volunteering PTO to support community engagement.

The Rotation Staff position presents an excellent opportunity for those who are interested in gaining experience in both tax and assurance post-graduation. A Rotation Staff will actively participate in the completion of both assurance and tax procedures. Complete financial statements audits, reviews, tax returns, and other miscellaneous projects for clients in various industries. Focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development. Tasks: Assist in the execution of audit, review and other assurance engagements. Prepare financial statements and other related documents. Prepare partnership, corporate and individual tax returns and complete tax planning and other tax consulting procedures. Perform analysis of financial and non-financial information for clients. Profitability: Complete assignments within established budget. Achieve charge hour budget and minimum billable hours as established by Firm. Participate in approved non-client initiatives to improve firm administration. Consistently utilize all firm and department software efficiently. Complete accurate, neat, organized workpapers and other documents free of basic grammatical, spelling and calculation errors. Practice Growth: Represent firm and build relationships by participating in outside activities. Develop and demonstrate strong leadership skills. Demonstrate excellent written and verbal communication skills. Client Focus: Develop and display knowledge of GAAP, GAAS, tax rules and regulations, and demonstrate good judgment. Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio. Collaborate with team members and other associates within the Firm to identify client needs and develop recommended solutions to problems. Comprehend new and complicated issues and perform basic research to solve complex problems. Brand Culture/Development: Exemplify Brand Attributes of the Firm. Comply with all policies and procedures of the Firm. Demonstrate ability to work in a team environment and address conflict with peers. Consistently seek feedback on performance from superiors and enhance and develop professional and technical skills. Work Experience and Education: BA or BS in accounting or a related field. Must be eligible to sit for the CPA exam. Strong proficiency in the use of technology and basic PC applications (Excel, Word). Organizational Relationships: Staff will report directly to a Performance Manager who will provide any necessary guidance relative to administrative issues or work performance through the formal evaluation process. Special Requirements: Reliable transportation for on-site client work. Ability to work evenings and weekends based on time of year and client demands. GBQ participates in E-Verify.

Who We AreManay CPA Inc. is a full-service CPA firm that provides financial and tax consultancy for local and international businesses and individuals while providing a global platform for investment in the United States. Manay CPA staff is composed of US and international professionals specializing in start-up consulting, business plan development, new business formation, financial and retirement planning, tax planning, and CPA-reviewed financial statement preparation for VC investors and business valuation. The international staff speaks 4 languages, removing the language barrier for international investors. Manay CPA serves the US Economy by making it easy for local and global investors to navigate within the tax, financial, and federal regulatory environment, and develop a roadmap for each entrepreneur across their growth journey. Check out our website for more: ************************ What Makes Us Special We value serving the local and international community, giving back to people, and creating a positive difference in people's lives. The company is a proud partner of the Hispanic Chamber of Commerce and The American Turkish Friendship Council (ATFC), with primary objectives of promoting education, increasing cultural awareness and knowledge, and facilitating human-to-human connections. We have great benefits, flexibility, and career development opportunities. Your Opportunity Being one of the fastest-growing CPA firms in international business, we are excited to continue the expansion of our team. We are seeking an Accounting Associate to join our business operations team. You'll be responsible for preparing, reviewing, and analyzing financial reports and preparing and reviewing individual and business tax returns. The ideal candidate has in-depth knowledge of bookkeeping, auditing, and budgeting procedures with the ability to monitor daily transactions and recommend ways to improve our client company's financial health. Previous work experience along with a bachelor's degree. Ultimately, you will play a vital role in our financial operations, ensuring compliance with the law and accuracy in accounting. Important note: We are currently looking for candidates who may consider relocating to our Atlanta office. We will consider all applicants; however, those open to relocation will be prioritized. Please note that this is a US-Based position, and relocation sponsorship will not be provided at this time. If you are currently based in Turkey, please check out our Career Page for other remote opportunities!Responsibilities Support client onboarding process for all assigned client engagements in accordance with the defined process. Engage in client acquisition and retention initiatives, always providing the highest level of customer service. Organize and update financial records as needed (digital and physical). Execute, as applicable, processes related to accounts payable and accounts receivable management, bookkeeping entries, closing the books monthly as well as preparing financial reporting and analysis. May also include payroll and special projects as assigned. Demonstrate a thorough understanding of professional accounting and bookkeeping practices such as preparing Depreciation Schedules, Sales Journals, and Sales Tax Returns, reviewing and reconciling Payroll Records and Employment Tax Returns. Collaborate with your manager and other Associates on your team to ensure all clients are delighted with our services through timely and effective communication, delivery on deadlines, and accounting support. Prepare and file Corporate and Individual Income Tax Returns. Prepare and maintain client inventory records, monthly balance sheet account reconciliations, internal management reports, and ad hoc reports as needed. Prepare year-end audit schedules and support the process as necessary. Assist, as necessary, in documenting, designing, and testing processes and procedures affecting the financial statements or financial performance of the company. Assist in systems and spreadsheet automation to improve the efficiency and effectiveness of accounting functions and processes. Perform other related duties as needed within the scope of the position Requirements Bachelor's Degree in a relevant area, Master's degree a plus Candidates with a CPA qualification or on a CPA Track will be prioritized Other related certifications will be considered! (EA, Turkish CPA, ACCA, etc.) Minimum of 2 years of professional experience in bookkeeping and accounting Experience in a CPA firm is a big plus! Extensive knowledge of Generally Accepted Accounting Principles Experience in individual and business taxes is a must International tax experience is a big plus Proficient in accounting software (2 years minimum experience) Fluency in Turkish and English Ability to prioritize and multitask in a fast-paced work environment Highly organized and detail-oriented Stay informed on industry developments and changes in regulations Management skills or willingness to train to be a manager Able to manage financial accounting and reporting projects for for-profit and not-for-profit companies Able to complete tasks accurately and timely with minimal supervision Strong verbal and written communication skills Thrives in a collaborative, team-player office environment Ability to interface well with staff and external contacts of the Authority Proven ability to maintain confidentiality Strong organizational skills Our Benefits Competitive salary based on experience plus performance-based bonus Medical, dental, and vision insurance Life insurance 401K plus company match Great international work environment Excellent ongoing training Paid vacation and holidays Growth opportunities Manay CPA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Lattice Overview There is energy here…energy you can feel crackling at any of our international locations. It's an energy generated by enthusiasm for our work, for our teams, for our results, and for our customers. Lattice is a worldwide community of engineers, designers, and manufacturing operations specialists in partnership with world-class sales, marketing, and support teams, who are developing programmable logic solutions that are changing the industry. Our focus is on R&D, product innovation, and customer service, and to that focus, we bring total commitment and a keenly sharp competitive personality. Energy feeds on energy. If you flourish in a fast paced, results-oriented environment, if you want to achieve individual success within a “team first” organization, and if you believe you can contribute and succeed in a demanding yet collegial atmosphere, then Lattice may well be just what you're looking for. Responsibilities & Skills • Ensure accurate public disclosures of all global treasury activities (e.g. preparing related 10Q/K footnotes) • Prepare and review journal entries and account reconciliations; assist with preparing documents for audit requests • Ensure compliance with investment policy and other treasury policies • Maintain procedure documents current and reflective of current processes • Best in class execution of interest and foreign exchange risk management program and strategies • Daily forecasting and positioning for cash investment yield forecasting • Analyze historical trends and overarching FX trading strategies across all markets through creation of models that forecast payout patterns and daily originations • Weekly issuance of KPI and risk metric dashboards to senior management • Ensure compliance with debt covenants and related treasury agreements • Drive ongoing process improvements to increase efficiency and effectiveness • Support various ad-hoc tax planning and special project work • Other duties as assigned

Work Arrangement: Remote, Hybrid, or In-office A Day in the Life A typical day as a Wealth Transition Services Tax Manager might include the following: * Advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow. * Interpreting and reviewing various legal documents in relation to estate and business succession planning. * Providing tax planning and consulting services to the firm's high net worth and ultra-high net worth clients. * Technical research on estate, gift, GST, tax planning and compliance matters for internal clients. * Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied. Additionally, you have knowledge and expertise on the income taxation of trusts and estates. * Assisting clients which may have varied levels of estate planning knowledge. * Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience. * Business development and billing responsibility. * Assist in preparation of marketing materials and presentation of internal and external webinar trainings. * Coaching and mentoring staff. * Working with the firm Wealth Transition Services team on various projects. Who You Are * You have a Bachelor's degree in Accounting and an active CPA license or JD/LLM (taxation). * You have 4-8 years of experience in tax planning and estate planning in public accounting, law firms, or a related field. * You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services Senior Manager will interact with clients with high net worth and ultra-high net worth and will speak to groups on wealth transition topics. * You are able to lead and coordinate large estate/gift/GST tax planning engagements across the firm. * You are a multi-tasking master and there is never a deadline you can't meet. * You have experience developing business and networking. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation: $92,000-$160,000 Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws #LI-MB1 #LI-REMOTE

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. This position is best for a candidate who seeks to sharpen technical competency before advancing towards a client facing advisor role or is exploring the various career paths of a financial planner. The planner will be exposed to numerous advisors and clients to deliver comprehensive financial planning modules, utilizing various software and proprietary tools, as well as through working with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be detail and process-oriented, analytical and have a high degree of follow-through and strong communication skills. Essential Job Functions for the Financial Planner II will include: Prepare financial plans for prospective and existing clients. This includes spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis. Work with sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis. Fluency with financial planning tools (ex: eMoney, Morningstar, SS Analyzer, CRM, portfolio accounting). Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future. Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs. Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client. Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning. Co- present financial planning concepts and analysis with advisors. Assist with creating and implementing procedures to improve efficiency and enhance client experiences. Required Knowledge, Skills and Abilities: Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology or Finance related) Must have a Certified Financial Planner (CFP ) designation or must have a S65 and completed CFP coursework 3 years client facing financial planning experience. Excellent verbal, written, analytical and organizational skills Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, SS Analyzer, portfolio analysis). Ability to work independently managing and prioritizing deliverables Must be highly flexible and confidential with all matters Ability to travel up to 20% required Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Travel assumed up to 20% of the time. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Build your U.S. practice on a platform that lets you keep more, grow faster, and say yes to clients. A global law platform is seeking entrepreneurial lateral partners to expand its U.S. presence across a range of practice areas. This opportunity is presented by MNF Global legal search firm, a national recruiting firm with 18 years of experience placing partners. Role and Opportunity This is an exciting time to join a rapidly expanding international firm that is actively building out its U.S. platform. With attorneys worldwide, the firm is extending its presence in the U.S. while maintaining flexibility in office location. Partners entering at this stage have the opportunity to influence how the U.S. practice develops, capture significantly higher take -home compensation, and leverage a strong global referral network. Core Practice Groups of Interest Corporate/Transactional - Venture Capital, M&A, Emerging Companies, Private Equity, Capital Markets Employment & Labor - including Executive Compensation and Employee Benefits/ERISA Intellectual Property - prosecution, litigation, licensing, and technology transactions Litigation & Investigations - commercial litigation, arbitration, white collar, class actions Real Estate & Finance - real estate transactions, project finance, restructuring/bankruptcy Tax & Wealth Management - tax planning, trusts & estates, family wealth management Regulatory & Specialized - healthcare, privacy/cyber, government contracts Why This Platform Appeals to Partners Economics that reward growth - transparent splits that increase as collections rise, with strong incentives for cross -selling. Collaborative business -unit model - practices work together across regions, creating immediate global work -sharing opportunities. Global referrals - access to colleagues across Europe, Asia, and Africa generates consistent cross -border opportunities. Practice autonomy - freedom to set billing rates and manage your clients without traditional firm restrictions. Scalable support - marketing, administrative, and infrastructure resources available without burdensome overhead. Candidates/Groups Portable book of business $500K - $4MM+. Demonstrated client development and interest in leveraging global opportunities. Entrepreneurial, collaborative mindset with appetite to contribute to U.S. expansion. Professional Environment Partners joining this platform are positioned to: Step into leadership roles and help shape the U.S. strategy. Expand practices through cross -border referrals and collaboration. Capture materially higher net compensation compared to traditional law firm models. Access both flexibility (remote/office options) and infrastructure for domestic and international growth. Job Order 800 Requirements · Portable book of business $500K - $4MM+ BenefitsFirm offers a full benefits suite: multiple medical options, dental, vision, life/disability, FSAs/HSAs, legal, wellness, and voluntary perks like pet insurance and identity theft protection.

Primary Duties & Responsibilities Analyze and review income tax records and returns of individuals and flow through entities to identity tax planning opportunities. Partner with other highly-credentialed professionals on the team and NM advisors to deliver tax planning strategies and solutions for advisors' clients. Stay current on income tax laws/regulations and tax planning trends. Consult with attorneys, analysts, and other CPAs to implement strategies and solve complex planning issues on behalf of clients. Research and analyze tax issues to assist NM advisors. Deliver tax planning analyses and consultations alone or in combination with attorneys and financial planners' estate and financial planning engagements. May assist in tax return reviews for tax preparation service line. Serve as a thought leader on income tax related topics. Qualifications: Bachelor's degree required. Active CPA license or JD required. Master's degree preferred Minimum of 10 years relevant individual income tax experience with a national or regional accounting firm, family office or financial services company. Additional business or trust and estate tax experience is preferred. Client centric verbal and written communication skills with emphasis on ability to articulate complex tax concepts in an understandable way. Experience in high-net-worth individuals Familiarity with income tax planning software and tools Strong interpersonal skills and demonstrated ability to work on a team #LI-Remote Compensation Range: Pay Range - Start: $112,210.00 Pay Range - End: $208,390.00 Geographic Specific Pay Structure: Structure 110: $123,410.00 USD - $229,190.00 USD Structure 115: $129,010.00 USD - $239,590.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Company: Melanin Money Enterpises | Full-Time | Remote (US, ET preferred) Compensation: $100,000-$110,000 + performance bonus Benefits: Health & personal life insurance, generous holidays, flexible schedule, financial planning services Hours: 40-50 hrs/wk, 9AM-6PM ET (flexible during tax season) Travel: 3-5 times per year ABOUT US Melanin Money is a full-service wealth management company with a mission to close the wealth gap by $100 billion, with a special emphasis on serving people of color who have historically been underrepresented in financial services. We proudly serve clients from all backgrounds, providing comprehensive solutions in financial planning, tax strategy, and investment management, supported by education, community, and coaching. We believe wealth is more than numbers - it's about freedom, legacy, and empowerment. Our goal is to ensure clients not only build wealth, but also understand it, preserve it, and pass it on for generations. ABOUT THE TAX STRATEGIST POSITION Melanin Money is a wealth management company on a mission to close the wealth gap by $100 billion, with a special emphasis on serving people of color while welcoming clients from all backgrounds. We're hiring a Tax Strategist to design advanced tax strategies for entrepreneurs, business owners, real estate investors, and high-income professionals. This is a behind-the-scenes, high-impact role where you'll develop written tax plans and provide guidance that empowers our financial advisors to deliver outstanding results for clients. The position is full-time, remote, and open to US residents (ET preferred). Candidates must have 3+ years of advanced tax planning experience; CPA or EA license strongly preferred . YOU'RE PERFECT FOR MELANIN MONEY IF... You bring deep expertise in tax strategy (business taxation, W2 optimization, real estate, retirement, and investments). You're confident in your knowledge but open-minded, always learning and adapting. You can distill complex tax law into clear, actionable guidance for advisors and clients. You thrive in an autonomous, evolving environment and follow through with accountability. You balance creativity with compliance, pushing boundaries while upholding integrity. You have 3+ years of advanced tax planning experience (CPA/EA preferred). RESPONSIBILITIES Develop personalized tax strategies for entrepreneurs, business owners, investors, and high-income professionals. Identify advanced planning opportunities in areas such as entity structuring, retirement plans, real estate, charitable giving, and wealth transfer. Prepare client-ready tax plans with clear documentation and advisor-friendly explanations. Research and monitor tax law changes, providing concise briefs and recommendations. Collaborate with financial advisors to align tax strategies with client goals and deliver training to build advisor fluency. Serve as a subject matter expert, equipping the team with insights and guidance to confidently present strategies to clients. TOOLS YOU'LL USE Canva Google Sheets Hubspot Loom TaxPlanIQ RightCapital Slack Zoom ABOUT THE FOUNDERS + MELANIN MONEY George Acheampong is a finance and entrepreneurship thought leader and Co-Founder of Melanin Money. With over a decade of experience as a financial advisor and wealth planner, he is also the Founder and Managing Partner of Capitalwize, LLC- a Financial Planning and Investment Management Firm. Carter Cofield is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and Co-Founder at Melanin Money. He is also the Lead Advisor at Cofield Advisors, LLC, and has devoted his professional journey to empowering entrepreneurs to thrive by strategically navigating their taxes. Melanin Money is the #1 Brand for wealth builders of color, creating a space curated exclusively to serve aspiring and current 1st Generation Melanin millionaires-helping them become legacy leavers for their families. OUR CORE VALUES INNOVATION: We never settle for doing things the old way. We stay curious about how we can make things more seamless, refined and world-class for our clients. COLLABORATION: We operate as a team. We provide support to one another. We help each other and express empathy. EXCELLENCE: We set the standard. We don't check the box and do anything status quo. We make it clear that we are the market leaders in all that we do. INTEGRITY: We do the right thing, the right way. We don't take shortcuts because it only comes back to bite later on. ACCOUNTABILITY: We do what we say we are going to do, when we say we are going to do it. When things don't go as planned, we take ownership and fix it immediately, instead of waiting and pointing blame. Melanin Money is an equal-opportunity employer. We are committed to creating an inclusive and diverse workplace where all employees are treated with respect and dignity. We provide equal employment opportunities to all individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, neurodiversity, age, veteran status, military service, political affiliation, or any other characteristic protected by law. We encourage applicants of all backgrounds to apply. If you need assistance or accommodation due to a disability, you may contact us at: ******************* This job description is not all-inclusive, and certain activities, duties or responsibilities may be required of the employee as needed.

Clients greatly appreciate an attorney who can counsel them with the confidence and skill that comes from seasoned experience! Our ideal candidate is an attorney with 8+ years of experience in estate planning with an emphasis in tax and/or business planning who is a self-starter and thrives in a collaborative, small-firm environment. The ideal candidate has cultivated strong referral relationships and has a strong desire to continue building their reputation alongside like-minded professionals who value integrity, empathy, grace, and transparent communication. Why Join Us: Collaborative, collegial environment. Inclusive work environment where we value diverse backgrounds and insights, and welcome new ideas for continuous improvements. Supportive leadership where we provide administrative, marketing, and operational support to help you focus on the client work. Your success is the firm's success! Work-life harmony-We work from home on Fridays, turn the phones off at 5 pm daily, and enjoy our weekends and personal time off free from client work. Competitive compensation structure that includes base pay, 401(k) contribution, health insurance, short-term disability insurance, paid holidays, and paid time off. If you're looking for a firm where your contributions truly matter and where you can continue to build your practice in a supportive, growth-minded setting, we'd love to hear from you. Total compensation package of $150,000 - $175,000+ (additional compensation above base pay is available and designed to reward both origination and exceptional client service) Key Responsibilities: Advise clients on estate planning, tax, and business succession strategies. Draft and review complex estate planning documents (must have experience with not only revocable trusts, wills, powers of attorney, etc., but also complex irrevocable trusts for gift, charitable, and tax planning). Counsel clients on wealth transfer, charitable giving, and asset-protection planning. Oversee trust and estate administration matters, as needed. Collaborate with firm partners on business development and firm growth initiatives. Manage and grow your own client relationships with firm support and shared resources. Qualifications: J.D. from an accredited law school; active law license in Texas, free from any state bar investigations; licensure in a second jurisdiction preferred. 8+ years of experience in estate planning, tax, or related business planning practice. Experience counseling high-net-worth clients preferred. Partial book of business or established referral sources required. Excellent drafting, communication, and client management skills. High comfort level with technology (aside from the paper estate plans we produce, we are a paper-free law firm with all files and documents being electronically maintained, accessed, and stored in the cloud). Growth mindset and desire to be part of a growing law firm.

We're looking for problem solvers, innovators, and dreamers who are searching for anything but business as usual. Like us, you're a high performer who's an expert at your craft, constantly challenging the status quo. You value inclusivity and want to join a culture that empowers you to show up as your authentic self. You know that success hinges on commitment, that our differences make us stronger, and that the finish line is always sweeter when the whole team crosses together. We are looking for a Sr. Tax Analyst to join our Global Tax Department and support various tax matters. The Senior Tax Analyst is responsible for supporting the company's income tax compliance, tax accounting, and other tax-related projects. This role involves preparing and reviewing federal, state, and local income workpapers and tax returns, preparing quarterly and annual tax provision processes, assisting with transfer pricing calculation and documentation, and supporting various tax planning and process improvement initiatives. This role will report to Tax Manager/Sr. Tax Manager and interact with different domestic and international stakeholders and cross-functional teams and communicate with external vendors. The ideal candidate will have strong technical knowledge of corporate income taxation, excellent analytical and communication skills, and the ability to manage multiple priorities in a dynamic environment. Key Responsibilities Prepare and review U.S. federal, state, and local income workpapers and tax returns, including extensions and estimated tax payments. Analyze and review tax data to identify discrepancies, variances and trends. Assist with quarterly and annual income tax provision calculations and workpapers in accordance with ASC 740. Perform tax account reconciliations and ensure accuracy of general ledger tax balances. Preform monthly and quarterly close activities, including journal entries, accruals, reconciliations, analysis and intercompany calculations. Support preparation of transfer pricing documentation (Master File, Local File, intercompany analysis, benchmarking). Prepare and file property tax returns and renditions for real and personal property. Prepare state annual reports, business license and payroll tax registrations or renewals. Support responses to notices and audits from taxing authorities. Maintain tax compliance calendar to ensure all filing deadlines are met. Assist with sales tax reconciliations and filings, as needed. Monitor and analyze tax regulatory developments, tax law changes, and other authoritative guidance, including research and document related tax impact as needed. Support tax planning projects, M&A due diligence, tax technology tool implementation, system upgrades, internal control documentation, and ad-hoc tax projects including research and documentation. Evaluates tax positions, proposes solutions, and escalates issues to tax managers Identify opportunities to streamline tax compliance and provision processes. Qualifications: Bachelor's degree in accounting, finance or related field required CPA or advanced degree (MST, JD) preferred 3-5+ years of corporate income tax experience, preferably in a public accounting firm and/or corporate tax department. Solid understanding of U.S. federal and state corporate income tax rules and concepts. Solid knowledge of ASC 740 and tax accounting principles. Ability to interpret and apply tax regulations to specific business situations Strong analytical, problem-solving, communication, and organizational skills. High attention to detail and accuracy in work. Proficient in tax preparation and provision software (e.g., OneSource, CorpTax) and Excel. Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Compensation 110,000-121,000 plus bonus Ability to collaborate across business functions and work independently and with a team. Ethical and committed to maintaining the highest standards of integrity Experience in NetSuite and Alteryx Designer a plus Find yourself checking a lot of these boxes but doubting whether you should apply? At Alteryx, we support a growth mindset for our associates through all stages of their careers. If you meet some of the requirements and you share our values, we encourage you to apply. As part of our ongoing commitment to a diverse, equitable, and inclusive workplace, we're invested in building teams with a wide variety of backgrounds, identities, and experiences. Benefits & Perks: Alteryx has amazing benefits for all Associates which can be viewed here. For roles in San Francisco and Los Angeles: Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Alteryx will consider for employment qualified applicants with arrest and conviction records. This position involves access to software/technology that is subject to U.S. export controls. Any job offer made will be contingent upon the applicant's capacity to serve in compliance with U.S. export controls.