A nationally ranked CPA and advisory firm is seeking a Senior Tax Associate to join its Tax team. The role involves leading tax compliance for blockchain technologies, providing expert guidance on digital assets, and collaborating across teams. Candidates should have a bachelor's degree in accounting, significant experience in tax or accounting, and knowledge of blockchain. Offering competitive compensation between $70,000 and $124,000 annually and abundant growth opportunities in a dynamic work environment.
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$70k-124k yearly 5d ago
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Senior Tax Advisor for Family Offices (Mgr/Dir) - Remote
Solid Rock Recruiting LLC
Remote job
A premier advisory firm is seeking an experienced Tax Manager or Director to provide advisory services to high-net-worth clients. This role offers flexible working arrangements and includes responsibilities such as leading teams on tax-related tasks and mentoring junior staff. Candidates must have a Bachelor's in Accounting and CPA certification, along with strong communication and leadership skills. Competitive compensation of $140K-$160K with full benefits is offered.
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$41k-83k yearly est. 3d ago
Remote Tax Manager - CPA with 10+ Years
Crete Professionals Alliance, LLC
Remote job
A rapidly growing CPA network firm is seeking a fully remote Tax Manager. This senior-level position requires a Certified Public Accountant (CPA) with over 10 years of tax experience from public accounting firms. You will prepare and review tax returns while ensuring compliance and providing strategic advice. Ideal candidates will have strong analytical skills and experience in various industries. This role offers a competitive salary and a supportive work environment.
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$59k-92k yearly est. 2d ago
Remote Tax Staff (KB906516)
Res Consultant Group 4.0
Remote job
Review accounting records, prepare adjusting entries, and assemble complete workpaper files
Prepare federal and state tax returns (1065, 1040, 1041)
Prepare tax projections and estimate calculations
Fixed asset accounting, personal property tax, and business license reports
Perform tax research as needed to address issues encountered in the preparation process
Maintain active communications with co-workers
Follow prescribed procedures, rules, and laws while being mindful of ways to streamline and enhance processes and workflow
Requirements
Minimum 3 years in public accounting.
3+ years of current tax experience (with a family office or similar setup preferred).
Complete a satisfactory background check
Proficient with Microsoft Office, particularly Excel
Proficient with UltraTax
CPA not required; nice to have
Benefits
This is a private company that offers minimal overtime
A relaxed but professional, results-focused work environment
Fully remote role
Health, Dental and Vision Insurance
401(k) with firm contribution
PTO
Health Spending Account (FSA)
Bonus opportunity
If you feel you have the necessary qualifications to perform this job, please forward a current copy of your resume and state your salary requirements.
I'm interested
$41k-80k yearly est. Auto-Apply 60d+ ago
Tax Assistant
Washington & Co Inc.
Remote job
About Us
Washington & Co Inc. is a leading provider of strategic tax and accounting advisory services, specializing in tax planning, tax preparation, tax resolution, entity creation and dissolution, monthly accounting, payroll, and proactive CFO services. With over 17 years of expertise, we are committed to delivering forward-thinking solutions and results-driven financial strategies for our clients.
Position Description:
We're looking for a detail-oriented and motivated TaxAssistant who's eager to grow into a Tax Preparer role. This is a perfect opportunity for someone who loves learning, enjoys working with numbers, and wants to build a career in tax and accounting at a strategic, forward-thinking firm.
If you're the kind of person who takes pride in accuracy, loves helping clients stay organized, and gets satisfaction from seeing everything come together seamlessly - you'll fit right in.
Who We Are Looking For
Someone who is organized, dependable, and eager to learn.
Someone who asks questions, takes initiative, and takes pride in getting things right the first time.
Someone who thrives in a fast-paced, collaborative, and fully remote environment.
Someone who's ready to grow into a professional Tax Preparer with mentorship and training support.
What You'll Do
Assist the tax team in gathering, organizing, and reviewing client documents.
Input financial data and prepare workpapers for individual and business tax returns.
Support the preparation of basic tax returns under supervision.
Communicate with clients to request missing information or clarify details.
Help implement firm processes such as electronic filing, tax document management, and client onboarding.
Participate in training and professional development to prepare for advancement.
What You Bring
1-2 years of experience in accounting, bookkeeping, or administrative support (preferred).
Strong attention to detail and commitment to accuracy.
Excellent communication skills - professional, clear, and client-friendly.
Proficiency in Microsoft Excel, Google Workspace, or similar tools.
Experience with tax or accounting software is a plus (e.g., Drake, Lacerte, or QuickBooks).
Desire to grow into a Tax Preparer role through mentorship and hands-on learning.
Who You Are
You're not just looking for a job - you're building a career. You take initiative, meet deadlines, and don't mind rolling up your sleeves to learn something new. You're motivated by progress and value being part of a team that cares about your professional growth as much as your contributions.
Confidence can sometimes hold us back from applying for a job. But we'll let you in on a secret: there's no such thing as a 'perfect' candidate. Washington Accounting Services Inc.is a place where everyone can grow. So however you identify and whatever background you bring with you, please apply if this is a role that would make you excited to come into work every day.
How to Apply:
If you are enthusiastic about contributing to a forward-thinking and innovative accounting practice, please apply by submitting your resume and a cover letter detailing your relevant experience and passion for working with businesses.
Next Steps:
After reviewing applications, qualified candidates will be contacted for an initial interview. Successful applicants will have the opportunity to participate in subsequent rounds of interviews to further assess fit and compatibility with our firm's values and culture.
Job Type: Full-time
Pay: $45,000.00 - $55,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance
Work from home
Schedule:
Monday to Friday
Supplemental Pay:
Bonus opportunities
Work Location: Remote
The role of Payroll Staff is to assist with preparation of individual income tax returns, as well as payroll processing on behalf of clients. Payroll Staff are an important part of the engagement team and will have contact and interactions with the client.
Responsibilities:
Prepare and file 1040 tax returns and other tax forms
Prepare tax equalization calculation
Assist in responding to notices and act as client representative with tax authorities
Conduct gross up computation for expatriates
Maintain payroll operation by collecting and entering data
Review payroll reporting and withholdings for wages for accuracy
Develop and maintain relationship with clients
Communicate effectively and professionally, both orally and in writing, to build business relationships.
Demonstrate broad, in-depth understanding of tax concepts, actively pursue increased tax knowledge through client assignments, and keep abreast of current tax developments.
Work on multiple tax engagements simultaneously and manage time and work effectively.
Use communication and people skills to work collaboratively within a diverse team environment and effectively communicate with peers, supervisors, and clients to foster positive working relationships.
Understand and use various software applications (Excel, Word, Power Point, tax preparation software, etc.) to perform day-to-day functions.
Qualifications:
To qualify, candidate must have:
Undergraduate degree in Accounting, or a payroll concentration within an accounting program from an accredited college/university.
A CPA or EA license, or qualified candidate to sit for the CPA exam
Strong tax accounting and analytical skills.
Strong computer skills: proficiency in tax accounting software, Excel, Word.
Excellent interpersonal oral and written communication skills.
Business level proficiency in English required - Dual business level proficiency in Japanese required.
Detail-oriented and able to multi-task.
Benefits:
Teleworking
Medical, dental, vision and life insurance
401k retirement plan
Paid sick and vacation time
Paid volunteer time off / Matching Donations
Referral bonus program
CPA/EA license incentives and professional membership reimbursements
Note: Benefits may vary depending on specific employment terms
$66k-82k yearly est. Auto-Apply 60d+ ago
Senior Gl Accountant Consultant
Bluestreet
Remote job
Benefits:
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Paid time off
Are you a candidate with a robust accounting background who thrives on being part of a team? If you're seeking such a role and feel prepared to step into it, we encourage you to connect with us for further discussion.
BlueStreet Solutions, Inc. is in search of a skilled and experienced GL Accountant to join our team in Chantilly, Virginia. With over 15 years of delivering top-tier financial products and services, including accounting services, financial consulting, back-office services, Deltek system implementations, and reporting tools for government contractors, BlueStreet Solutions is a recognized leader in the industry. The ideal candidate will be a self-starter and team player ready to embrace new initiatives and innovations in a dynamic, fast-paced environment.
RESPONSIBILITIES/DUTIES:• Assists with the month-end and year-end closing process• Prepares complex reconciliations for necessary balance sheet accounts and various other general ledger accounts, as needed.• Supports company financial, internal, and regulatory audits and contributes to ongoing process improvement projects• Works closely with other teams within the finance organization to ensure internal controls are followed and proper accounting is performed in a timely and accurate manner, and assists with evolving business needs and special projects, as requested• Prepares complex balance sheets, profit and loss statements, and other financial reports.
QUALIFICATIONS: • 5+ years of experience in accounting, finance, or general accounting• Experience using Microsoft Office products, including Excel• Experience with Deltek, Unanet, and Quickbooks Software• Knowledge of compliance requirements, including identifying and documenting key controls and processes, assisting with remediation activities, and supporting internal controls testing• Highest attention to detail• Proactive, adheres to deadlines, responsive to client and management requirements.• Good time management and organizational skills.• Strong understanding of Accounting Principles (GAAP) and government contracting regulations (FAR).• Bachelor's degree
ADDITIONAL QUALIFICATIONS: • Ability to manage details, multi-task, and prioritize changing objectives in a fast-paced environment• Ability to work independently and in cross-functional environments as a team player• Possession of excellent verbal and written communication skills, including communicating with all levels of staff• Possession of excellent analytical and problem-solving skills
Due to the nature of work performed within this facility, U.S. citizenship is required. In addition, the position is a hybrid work environment with 4 days in the office and one remote.
Flexible work from home options available.
Compensation: $100,000.00 - $125,000.00 per year
About Us BlueStreet is a leading provider of outsourced back-office solutions, including accounting, business advisory, and technology services for government contracting and nonprofit organizations. For over 15 years, we have partnered with small and medium businesses to reduce costs and streamline their back-office operations.
$100k-125k yearly Auto-Apply 60d+ ago
Tax Accountant Intern
Ever.Ag
Remote job
Job Title: Tax Accountant Intern
Reports To: Senior Tax Accountant
FLSA Status: Non-Exempt, Hourly
(Candidates must currently reside in the United States and be authorized to work here. We are unable to consider applicants located outside the U.S. or candidates who would require current or future sponsorship at this time.)
This is a 12 week internship starting May 26, 2026 and concluding on August 14, 2026. Candidates must be currently enrolled in an accredited degree program with a graduation date after August of 2026 to be considered.
Position Title: Tax Accountant Intern
Position Summary
The Tax Accountant Intern will be responsible for supporting a variety of functions on our Accounting team. The Tax Accountant Intern regularly communicates with the company's accounting professionals, auditors, and regulators, as well as the corporate accounting team. This role reports to the Accounting Manager.
Key Responsibilities
Tax Responsibilities
· Registration of new entities with Secretaries of State
· Modifications of existing entity information with the Secretaries of State
· New State Payroll and tax account creation
· Review and help resolve any state notices
· Other Tax items as needed.
· Other duties as assigned
Qualifications
· Education: Pursuing Bachelor's degree in Accounting/ Tax/ Finance or higher from an accredited college or university
· Working towards industry certification (e.g. CMA or CPA) is preferred
· Intermediate to Advanced knowledge of Excel (and other Microsoft Office products)
· Netsuite experience preferred but not required
Competencies for Success
· Excellent analytical and time management skills
· Self-motivated, self-starter with ability to work autonomously
· Critical thinker and self-starter, able to produce quality materials within tight timeframes
Who you will be working for Ever.Ag offers innovative AgTech solutions and services that empower agriculture, food, and beverage supply chains to feed a growing world. The breadth of the portfolio is uniquely capable of supporting the complex needs of companies involved in dairy, livestock, crops, and agribusiness. With decades of experience and industry-leading innovations, our technology, risk management, and market intelligence provide our customers with the tools and insights they need to operate more efficiently, sustainably, and strategically across every stage of the supply chain. We welcome candidates from all backgrounds to contribute their unique perspectives to our team. Your success is our success! Please visit our webpage to learn more about us News.Ever.Ag and ********************
$36k-58k yearly est. Auto-Apply 60d+ ago
Property Tax Specialist I
Stewart Enterprises 4.5
Remote job
At Stewart, we know that success begins with great people. As a Stewart employee, you'll be joining a company that was named a 2024-2025 Best Company to Work For by U.S. News & World Report, and a 2025 Top Workplace by USA Today. We are committed to helping you own, develop, and nurture your career. We invest in your career journey because we understand that as you grow, so does our company. And our priority is smart growth - by attaining the best people, investing in tools and resources that enable success, and creating a better home for all.
You will be part of an inclusive work environment that reflects the customers we serve. You'll be empowered to use your unique experiences, passion and skills to help our company and the communities we serve constantly evolve and improve. Together, we can achieve our vision of becoming the premier title and real estate services company.
Stewart is a global real estate services company, providing title insurance, settlement, underwriting, and lender services through our family of companies. To learn more about Stewart, visit stewart.com/about.
More information can be found on stewart.com. Get title industry information and insights at stewart.com/insights. Follow Stewart on Facebook @StewartTitleCo, on Instagram @StewartTitleCo and on LinkedIn @StewartTitle
Job Description
Job Summary
Engages in data entry and system maintenance to support timely and accurate information within the database. Responsible for the entry of raw data and subsequent translation into valuable information to be utilized in assessing ongoing business performance and to support decision making.
Job Responsibilities
Review details of documents to ensure required data for processing order/data is complete.
Establish data naming standards and consistent data definitions to improve overall data quality.
Ability to accurately and timely process data in high volumes.
Performs a wide range of support functions to assist in departmental processes
Follows clearly defined procedures to complete daily tasks and responsibilities
Uses existing procedures to solve straightforward problems without the consistent need to exercise discretion
Uses basic communication skills to address internal and/or external clients and/or team members
Individual contributor working under direct supervision with little autonomy
Performs all other duties as assigned by management
Education
High school diploma required; Bachelor's preferred
Experience
Typically requires 0-2 years of related work experience
Equal Employment Opportunity Employer
Stewart is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you have a disability and need assistance or an accommodation in the application process, please contact us by email at *******************.
Benefits
Stewart offers eligible employees a competitive benefits package that includes, but is not limited to a variety of health and wellness insurance options and programs, paid time off, 401(k) with company match, employee stock purchase program, and employee discounts.
$45k-69k yearly est. Auto-Apply 7d ago
Mid-Level Tax Associate
Stoel Rives LLP 4.8
Remote job
About Stoel Rives and the Corporate Team
Our Corporate team consists of over 70 lawyers who focus on all areas of corporate law representing both public and private entities at all stages of formation and growth. Our clients are engaged in energy production and distribution, agribusiness, healthcare, computer technology, life sciences solutions, aerospace technology, timber and forest products, mining, retail and manufacturing. We develop a deep understanding of the strategic objectives of these businesses to enhance our ability to plan and execute transactions for our clients. The variety of industries reflects the diversity of public and private companies launching, growing and operating across our footprint.
The Tax group at Stoel Rives LLP helps to guide clients through the increasingly complex maze of tax matters. Our tax group offers a full range of advice and strategic counsel on the tax implications of complex business transactions. We also have an active tax controversy practice, including state and local tax controversy matters throughout the region.
If you are interested in working with a group of collaborative, hard-working, and dedicated lawyers and staff, this is the place for you.
Role Overview
We are seeking to add an associate with 3-5 years' experience to our dynamic practice in the Pacific Northwest.
Skills Needed to Be Effective in This Role
We pride ourselves in forming diverse teams with a wide array of interpersonal and professional attributes. We don't expect any one person to embody all these skills, but the below serves to describe our ideal team player. If you have many of these skills, and are enthusiastic to learn, we encourage you to apply.
Candidates should have 3-5 years of experience handling federal tax matters including both transactional and tax controversy matters. Familiarity with renewable energy financing transactions is strongly preferred. Candidates should also have experience with mergers and acquisitions, debt and equity financing, fund formations, and other corporate finance transactions and general tax issues;
Ability to manage multiple projects in collaboration with our partners and senior associates;
Excellent written and oral communication skills;
Good judgment, responsiveness, and perseverance;
Strong intellectual curiosity;
Self-motivation;
A commitment to client service and team success; and
JD from an accredited university.
Stoel Rives: Part of Our Team
A broader question you may have is, “How will this position enhance my legal skills and career trajectory?” At Stoel Rives, we offer a unique lateral integration program and core competency model that are designed to provide a roadmap of the practical skills, abilities, and client service techniques our lawyers need to succeed and progress at the firm. We also established a New Lawyer Integration Program that has deepened our relationships and connections with our new lawyers, while providing them with the mentoring, resources, and information necessary for success.
How You Will Live Life Well at Stoel Rives: Compensation, Benefits, and More!
The pay range for this position is $192,000 to $215,000; however, the base compensation presented to a candidate may vary based on skills and overall experience. This salary range is based on market location. The hours expectation for associates is 1800 hours and associates are bonus-eligible at 1850 hours.
In addition to base compensation, Stoel Rives has a total rewards program that includes an annual discretionary bonus and rich benefits offerings. For example, our benefits offerings include paid family & medical leave (and an on/off-ramp program for expecting parents), unlimited PTO, a flexible schedule program, remote work options, and a sabbatical program for eligible attorneys. We also offer competitive and robust medical, dental, vision, life, long-term disability, AD&D, EAP, FSA, and Voluntary Life, ADD, and LTC options. We also provide a generous firm-contributed health savings account and a pre-tax transportation/parking plan. To help meet billable hour expectations, we also allow up to 50 hours of billable credit for pro bono activities.
We are also proud participants of the ABA Well-Being Pledge, strongly believing that the well-being of our employees is paramount to the success of the firm. In addition, the firm's Culture Committee supports the firm's mission, vision, and values in bringing together spectacular client service and job satisfaction.
$71k-93k yearly est. Auto-Apply 60d+ ago
Senior Accounts Consultant
Jobsultant Solutions
Remote job
Our experts are seeking an unwearied and also detail-oriented individual to be the next Administrative Associate to our Managing editor, for 16 weeks. Our visually-driven publication is actually devoted to posting special job interviews along with one of the most respected and also popular modern fine art freelance photographers as well as musicians.
Benefits:
Belongings extensive and also hands-on adventure behind journal publications
School credit
Recommendation letter upon fulfillment
Enter into an exciting and prominent network of a photographers as well as musicians
Obligations
Capability to function cooperatively as well as properly along with others
Problem addressing to boost company effectiveness
Really good interaction as well as creating skills,
Specialist and also polite via e-mail or phone
Handle schedule for Editorial director
Opening, arranging, as well as circulating inbound document
Job as portion of a group along with writers, digital photographers, cartoonists and also marketing experts
Obtain college recognized
Needs
Have to possess supply 3 days a week, essentially 24-hour per week, for a minimum of 4 months
Strongly arranged as well as personable
Excellent interaction, sentence structure, and also opportunity administration capabilities
Efficient in Microsoft Office as well as Google.com Travel
Pliable
Experience in Photography and/or Fine Arts is actually suggested
Satisfy keep in mind that this is an unpaid remote job.
Project Kind: Part-time, Overdue Internship, University Merit
Task Type: Administration
Work Types: Unpaid Internship/College Credit Rating
$71k-94k yearly est. 60d+ ago
Payroll Tax Consulting Associate- Remote
Experian 4.8
Remote job
As the world of work evolves, human capital management must keep pace. Employers have been looking for scalable, client-focused alternatives. In response, Experian has brought together the industry's experts to offer a suite of specialized solutions delivering unmatched service, trusted experience, and client-inspired innovation. We would love you to join us at Experian in helping us to shape the future of employer services for Human Resources compliance and outsourcing. We are looking for a Payroll Tax Associate. We are excited by a candidate eager to join a startup atmosphere, someone who will instill confidence in internal and external partners and improve results. As the ideal candidate, you'll need to prioritize opportunities. You will need to convey ideas and information through slides, and verbal and written materials. You must also manage tasks while keeping tasks prioritized. You also bring creative and strategic solutions to the table to help resolve problems and challenge current thinking. You will report to our Manager, Payroll Tax Consulting. This position is a remote-friendly.
Your background is:
Collaborative - Partner with fellow team members, peers, and able to connect ideas across internal and external opportunities
Creative and Curious - Challenge traditional approaches, inquisitive with a fondness for looking for new opportunities
Determined and Disciplined -Optimistic about what can be, persistent, looks for high levels of activity, expresses a fierce commitment to challenging status quo.
What you'll do
* Collaborate with others on this multi-year, major strategic initiative to build a new business.
* Assist leadership with managing specific client relationships.
* Lead client projects which include task management, file organization, project deadlines, and billing.
* Provide clients with payroll tax consulting and guidance.
* Help clients improve payroll tax processes.
* Help clients identify and assess payroll tax refunds.
* Provide clients with M&A support to satisfy reporting requirements and secure savings. Provide federal and state audit support services.
* Engage with federal, state, and local taxing authorities to resolve client matters.
* Manage tax risk in a thoughtful, wise, and logical manner.
* Assist leadership in research, publications, and presentations.
* Grasp new concepts and learn a new business.
Qualifications
Requirements:
* Relevant payroll tax consulting experience
* Eligible to represent clients before the IRS (enrolled agent, CPA, attorney)
* Proficient in Microsoft suite of products, especially Excel spreadsheets
* Experience managing client tax deadlines. Experience analyzing payroll data, client workpapers, and tax forms.
* Comfortable with tax legislation, IRS rules/regulations, and general tax research.
Perks
* Great compensation package and annual performance-based bonus target of 10%.
* You begin accruing 3 weeks of vacation per year starting on your first day
* 401K with a 4% company match with immediate vesting.
* Comprehensive health, dental, and vision plans.
* 5 sick days each calendar year.
* 12 paid company holidays and 2 paid volunteer days.
Additional Information
Our uniqueness is that we celebrate yours. Experian's culture and people are important differentiators. We take our people agenda very seriously and focus on what matters; DEI, work/life balance, development, authenticity, collaboration, wellness, reward and recognition, volunteering... the list goes on. Experian's people first approach is award-winning; World's Best Workplaces 2024 (Fortune Top 25), Great Place To Work in 24 countries, and Glassdoor Best Places to Work 2024 to name a few. Check out Experian Life on social or our Careers Site to understand why.
Experian is proud to be an Equal Opportunity and Affirmative Action employer. Innovation is an important part of Experian's DNA and practices, and our diverse workforce drives our success. Everyone can succeed at Experian and bring their whole self to work, irrespective of their gender, ethnicity, religion, color, sexuality, physical ability or age. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity.
$50k-78k yearly est. 12d ago
Tax Associate
Benaiah Consulting Group. LLC 3.6
Remote job
Job Description
100% Remote
Exceptional Growth and Team Culture
Forward-thinking, People-Centric Leadership Team
Are you a skilled tax professional with a passion for tax planning and helping businesses thrive?
Do you want to work for a firm that values your contributions beyond just billable hours and is focused on the results and outcomes for clients?
If you're someone who wants to break away from the traditional CPA firm model and work in a people-first, results-driven environment, this could be the opportunity for you!
Keep reading to learn more about our forward-thinking client who is actively seeking a Tax Associate to join their fully remote team.
Who They Are:
Our client is a well-established firm known for delivering top-tier tax consulting, planning, and compliance services to small and mid-sized businesses. They specialize in complex partnership and pass-through entity tax issues, and the individual returns that flow from these business owners.
With a team dedicated to making a real impact, they have experienced impressive growth over the last four years (100%+ YOY since 2019) and have maintained a very low turnover rate under 5% in that same timeframe.
They focus on creating a balanced work environment, offering sustainable hours while providing exceptional client outcomes. This is a firm that genuinely values people, both clients and employees.
The Opportunity:
As a Tax Associate, you will work closely with the tax leadership team to assist with tax planning, compliance, and consulting for a range of businesses. You will be responsible for collaberating and working with Senior Tax Associates and firm leadership on client relationships and handling the day-to-day tax tasks for clients, including partnership and pass-through entity tax issues.
This role will allow you to develop your technical expertise and further hone your skills as you support the firm's continued growth.
Key Responsibilities:
Prepare and review tax returns for small to mid-sized businesses, with an emphasis on partnerships and pass-through entities.
Assist in the development and implementation of tax strategies to help clients navigate complex tax challenges.
Support senior tax leaders in providing proactive tax consulting and planning services.
Work directly with clients to address their tax needs and build strong, long-term relationships.
Identify opportunities for process improvements to increase efficiency within the tax department.
Collaborate with team members to ensure accurate and timely filing of tax documents.
Stay current on tax law changes and their impact on clients.
Who You Are:
Experienced: You have 1+ years of experience handling complex tax matters within a CPA firm environment, and have a solid understanding of tax compliance and planning, particularly with partnership and pass-through entity issues.
Detail-Oriented: You're thorough in your work and committed to accuracy and high-quality service for clients.
Client-Focused: You enjoy working directly with clients, listening to their needs, and helping them navigate complex tax issues.
Team Player: You work well with others, communicate effectively, and contribute to the firm's collaborative culture.
Eager to Learn: You're motivated to expand your technical expertise and progress in your career.
Why Our Client?
Fully Remote: Work from anywhere - this isn't just a work-from-home role, it's a truly flexible, remote-first position.
Work-Life Balance: Focus on sustainable hours year-round with no excessive billable hour expectations.
Growth and Stability: Join a firm with a proven track record of growth and client success, where your contributions will help shape future success.
People-Centric Culture: Enjoy a firm that values culture over the traditional CPA firm environment - your well-being and work-life balance matter here!
Ready to Join Us?
If you're ready to take the next step in your career with a growing, forward-thinking firm, we'd love to hear from you! Our client is actively interviewing and looking for the right person to contribute to their continued success and growth.
$45k-73k yearly est. 7d ago
Seasonal Part-Time Tax Specialist
Foundever
Remote job
Student Opportunity - Tax Specialist This position is only available to active Marshall University students or Marshall University alumni - please do not apply if you do not meet this requirement Join Foundever as a Seasonal, Part-Time Tax Specialist to be the primary point of contact for Intuit users to deliver personalized and high-quality customer service through live consultations, helping users with a variety of tax challenges, such as returns, filings, or other related functions within the system. You will be empowered to take initiative, enhance your skillset, and build connections that will last a lifetime.
Now offering a $500 bonus! $250 when you complete Training, another $250 when you complete support on Tax Day!
Are You a Good Fit?
If you're passionate about helping others, personal growth, and advancement opportunities, this could be for you! Through this role, you'll gain experience in:
* How to assist in tax-based situations
* Intuit Certification through the Intuit Academy
* Knowledge of IRS and state tax filing requirements
* Effective communication and collaboration
* How to effectively work within a team and individually
* Tactics to think critically and solve unique problems
* Ability to analyze problems and take a solution-oriented approach to challenges and obstacles
* ... and so much more!
Benefits:
* Build a custom schedule that works for you! Hours can be molded around your school and personal life.
* $19/hour + advancement opportunities and career pathing
* 100% paid, professional training
* Flexible work hours with options between approximately 8 AM - 12 AM ET, 7 days a week
* Learn new skills and robust knowledge to advance through your career journey
* Develop and sharpen your leadership capabilities and workplace confidence
Qualifications:
* Be an active/enrolled student at Marshall University or alumni
* At least 18 years old
* Have a high school diploma or GED equivalent
* Have a passion for helping people
* Strong written/verbal communication skills
* Approach life with a can-do attitude
* Comfortable being on camera with your customers to humanize interactions
* Must pass a background check
* Must be willing to request a Preparer Tax Identification Number (PTIN)
Work from Home & Equipment Requirements:
* Work activity must be performed in a quiet and distraction-free location
* Your home workspace must be behind a closed door to ensure a secure environment for customer information
* Associates must have access to high-speed internet service through a hard-wired connection via ethernet cable
* Foundever provides the necessary equipment for this role! Please note you may need to provide your own Ethernet cable if your wall connection is over 6' from your workstation
Please note that we are working on securing a physical location on or close to campus! When this is ready, all work will transition to this space to increase collaboration, teamwork, and development.
Responsibilities:
This is a virtual, customer-facing role; you will be using state-of-the-art video communications software (Smartlook) to interact with customers. Your tasks will include:
* Providing tax advice and/or full-service return preparation and signature
* Addressing product and software inquiries
* Assisting with tax calculations
* Creating high-quality customer interactions and experiences that instill confidence through deep customer empathy and extensive knowledge and expertise in tax preparation
* Utilizing and leveraging government websites, professional resources, and team expertise to find and deliver accurate answers to customers in everyday language
* Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries
* Document customer interactions
About Foundever
Foundever is a global leader in the customer experience (CX) industry. With 170,000 associates across the globe, we're the team behind the best experiences for 750+ of the world's leading brands, from Fortune 500 companies to local startups. We know every action taken, no matter how small, has a significant impact. Our employees savor the small moments and celebrate the big wins with our clients and with each other. Supporting +9 million customer conversations every day in +60 languages across 45 countries, Foundever combines innovative thinking and digital solutions - including self-service, artificial intelligence (AI), and data-driven analytics - with the expertise and empathy of our employees to Create Connection. Value Conversation.
Get to know us at ***************** and connect with us on Facebook, LinkedIn and Twitter.
EEO
Foundever is committed to selecting, developing, and rewarding the best person for the job based on the requirements of the work to be performed and without regard to race, age, color, religion, sex, creed, national origin, ancestry, citizenship, disability/handicap, marital status, protected veteran status, uniform status, sexual orientation, pregnancy, genetic information, gender identity and expression, or any other basis protected by federal, state or local law. The Company forbids discrimination of all kinds, whether directed at Associates, applicants, vendors, customers, or visitors. This policy applies to all terms and conditions of employment, including recruitment, hiring, promotion, compensation, benefits, training, discipline, and termination.
$47k-78k yearly est. 60d+ ago
Tax Associate (Part-time, Remote)
Vaco 3.2
Remote job
Seeking Tax Associates for the upcoming tax season. If you have an active PTIN, we would love to connect with you! **Qualifications** Who You Are: ● As a Tax Associate, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software.
● You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes.
● You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner.
What You Need:
● You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN).
● Must have (or be willing to obtain) internet connection that meets Security criteria.
● Must be available to work an average of 15-20 hours per week, spread across three or more days
**Responsibilities**
What You Will Do:
● Maintain sensitive customer, confidential and/or proprietary business information in a responsible, reliable, and safe manner.
● You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
● This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers in a responsible, reliable and safe manner, and you will document interactions to maintain accurate records.
● Interact with customers and team members in a professional manner.
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.
Salary Range for this role:
$31-$31 USD
Vaco, LLC ("we," "our," or "Vaco") respects your privacy and is committed to providing a transparent notice of our Notice at Collection and Privacy Policy for California Residents. This Notice and Privacy Policy for California Residents applies solely to those who reside in the State of California ("consumers" or "you"). For additional details, click here (************************************ .
California residents may also access Vaco's HR Notice at Collection for California Applicants and Employees (***************************************************************************************************************** .
Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
$31-31 hourly 4d ago
Operations Tax Specialist (REMOTE)
EQH
Remote job
Required Qualifications:
Understanding of IRS tax forms and their purpose.
Intermediate to advanced Excel knowledge.
Resourcefulness, familiarity with the IRS website, tax laws, and publication 1220.
Analytical and critical thinking to interpret patterns and risks.
Adaptability to new technology and processes.
Preferred Qualifications:
Familiarity with Power BI and/or Tableau.
Experience using tax reporting software (e.g. SOVOS).
Ability to explain complex tax concepts and requirements to non-tax professionals.
Experience and familiarity with Equitable products and systems,
A “can do!' attitude. Ability to think outside the box.
Clear written and verbal communication.
Detailed-oriented and deadline driven.
Proactive problem-solving and accountability.
Interpersonal and cross-functional collaboration skills.
Customer-service mindset.
Coachable, open to constructive criticism.
Works well under pressure. Profound sense of urgency.
Skills:
Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems.
Customer Support Function: Knowledge of the major responsibilities, accountabilities, and overall organization of the customer support function or department; ability to properly support customer inquiries and bring problems to a timely resolution.
Customer Support Operations: Knowledge of customer support techniques, tools, technologies, and best practices; ability to utilize all aspects of customer support operations to manage a call center.
Customer Support Systems: Knowledge of principles and techniques used in customer support and ability to use applications, hardware, software, networking, and the applications environment used for customer support.
Customer Support\: Trends and Directions: Knowledge of the marketplace and new developments in customer support; ability to predict trends related to the Customer Call Center or Support function.
Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.
Process Improvement: Understanding and insight into evaluating current product quality and production methods and ability to maintains focus on the continuous improvement of processes, products and services.
Regulatory Environment - Financial Services: Knowledge of regulatory environment; ability to help an organization comply with regulations at the federal, state and local level and follow the organization-specific policies and guidelines, affecting business practices.
Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
Strategic Thinking: Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization.
ABOUT EQUITABLE
At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
**********
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE\: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at *******************************.
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
As an Operations Tax Specialist, the candidate will work closely with Management to transform the tax operations functions from manual and reactive to automated, data-driven, and strategically aligned. The candidate will act as a trusted advisor to management, proactively identifying strategic priorities and communicating risks, opportunities, and progress.
Some key initiatives and responsibilities include but are not limited to:
Process Transformation
Map and analyze current tax data/processes to identify high-risk manual points and compliance
risks.
Lead initiatives to improve workflows and implement data-driven solutions.
Evaluate current system capabilities and IRS compliance gaps.
Collaborate on the implementation of SOPs, templates, and workflows ensuring consistency
across all business lines.
Compliance & Risk Management
Track penalty exposure metrics and recommend mitigation strategies.
Participate in control reviews and execute process improvement projects.
Research and apply IRS updates and annual tax regulations to internal workflows.
Formally document end to end tax processes and build centralized knowledge repositories.
Stakeholder Engagement
Act as a liaison between management and internal teams to resolve tax-related issues and mitigate negative downstream impact.
Provide timely escalation and feedback on tax matters.
Support strategic planning through data-driven tax insights.
Work with third party vendors and other stakeholders to gather data and/or complete tasks.
Continuous Improvement & Training
Embed framework that supports ongoing process enhancement for tax operations.
Maintain a log of metrics for areas of improvement and achievements.
Support training for new processes and IRS updates to include but not limited to sharing
knowledge and cross training.
The base salary range for this position is $69,000 - $78,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits\: Equitable Total Rewards Program
$69k-78k yearly Auto-Apply 26d ago
Associate - Tax - Transactional Tax
The Practice Group 4.5
Remote job
About Latham & Watkins Latham & Watkins is one of the world's leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong. About the Practice Group Latham tax lawyers create innovative structures and solve complex tax issues for a full spectrum of clients.
Our tax lawyers advise multinational corporations, financial institutions, private equity funds, domestic corporations, joint ventures, emerging companies, special purpose acquisition companies (SPACs), and tax-exempt organizations.
The firm has a long and rich history with the US Internal Revenue Service (IRS) and US Department of the Treasury, dating back to founding partner Dana Latham's tenure as Commissioner of the IRS under President Eisenhower. Today, more than 100 tax lawyers around the globe collaborate across offices and disciplines to address tax issues that arise in the context of transactions, controversies, and general business operations. While tax questions are often complex, we develop practical, commercial answers for clients across a range of industries. About the Role The Tax Department is seeking an associate with a minimum of one year of transactional tax experience to join our 2nd to 5th year associate class. Main Contact Details LateralRecruiting.Litigation&********** Additional Information Investing in the well-being of our lawyers and staff is among the firm's highest priorities. Through our “LiveWell Latham” program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life's moments - from building a family and taking care of loved ones, to managing your health and saving for the future.
Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute.
We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying.
Please click here to review your rights under U.S. employment laws. In accordance with Latham & Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham & Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes.
Los Angeles: Latham & Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO). Please click the link above to review the Ordinance.
San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please click the link above to review the Ordinance.
Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages “for each such violation,” among other things. Pay Range
Associate Base Salary
Discretionary bonuses may be available depending on application circumstances and position.
Class of
US Payroll
2026
$225,000
2025
$225,000
2024
$235,000
2023
$260,000
2022
$310,000
2021
$365,000
2020
$390,000
2019
$420,000
2018
$435,000
$49k-75k yearly est. Auto-Apply 11d ago
Accountant: Tax Associate
Markham Norton Mosteller Wright & Company, P.A
Remote job
Markham Norton Mosteller Wright & Company, P.A. (MNMW) was founded in 1979 in Fort Myers, Florida by Gail Markham. They have always been committed to the communities and the clients they have served. Over the years, we added an office in Naples, Florida while continuing to serve the entire southwest region of Florida.
Our firm was built on and remains committed to providing businesses, organizations, and individuals value-based practical solutions for tax, accounting, business advisory services, and litigation support services.
Everyone at MNMW appreciates our close relationship with our clients and works hard to earn their trust daily. We believe our team members are the best in the business and have continually provided them with ongoing professional education opportunities and the most advanced technology to allow them to perform at the highest level. We understand that our clients' economic activities in this region make our communities such a wonderful place to visit, live and raise families.
Position
The Associate, with a focus on tax, will play a pivotal role in delivering comprehensive financial services to client within our tax practice while also servicing clients with needs from MNMW's other practices. This role requires a driven professional with a passion for combining analytical abilities with strategic, common sense thinking to deliver accurate results in fast-paced, dynamic environments. The Associate will thrive on balancing the need for technical accuracy with the ability to communicate questions and needs in a clear and impactful manner to a diverse audience, both at the internal team and client levels.
Duties & Responsibilities
Reviews tax information submitted by client for completeness; meets with, emails, or calls clients with questions.
Possesses knowledge of tax regulations to answer clients' questions that may arise and ensure the accurate entry of data into forms, under supervision of managers and partners.
Prepare personal tax returns of varying complexity to show the ability to grow and expand one's technical knowledge.
Prepares Corporate, S-Corp, Partnership, and Trust returns that are simple to moderately complex to show the ability to grow and expand one's technical knowledge.
Prepares amended and carry back returns for NOLs that are simple to moderately complex.
Prepares personal tax projections through use of computer software and detailed client information.
Prepares compiled financial statements, under supervision, and performs small business bookkeeping duties, as it relates to preparing a client's final year-end information for tax preparation purposes. These responsibilities would include bank reconciliations, general ledger review and maintenance, preparing adjusting journal entries and preparation of basic financial statements in QuickBooks.
Responds to tax notices of any sort and does initial drafts of any letters required.
Performs tax research projects requiring minimal expertise to serve client needs and to build one's technical knowledge base.
Prepares miscellaneous forms occasionally including property tax refund forms, Form 1099's, and payroll tax returns.
Skills & Characteristics
Willingness to adapt to and grow inside a highly professional environment.
Open and honest communication is essential to success.
Possess advanced oral, written & presentation skills to communicate effectively.
Ability to work effectively independently and as part of a team - always a “Row the Boat as a team” mentality.
Ability to maintain the highest levels of confidentiality and act with integrity and high character.
Strong analytical and problem-solving skills plus a willingness to develop stronger process and organizational management skills.
Ability to handle multiple priorities and meet deadlines in a fast-paced environment.
Commitment to flexibility in constantly changing situations & needs positively while keeping one's goals in mind.
Positive attitude & commitment to assisting the staff and the firm in achieving its vision, mission & goals and adhering to its core values.
A willingness to do what it takes to be successful individually, as a practice, and as a firm.
Qualifications
Bachelor's degree in accounting, finance, or a degree in a similar related field. Master's degree in accounting or business administration, or in the process of obtaining, is beneficial.
Working toward or have obtained CPA certification is beneficial but not required.
Solid understanding and a willingness to learn in the areas of business accounting and client management is required.
Highly proficient in MS Office suite (Outlook, Word, Excel, PowerPoint, TEAMs, etc.).
An understanding of tax and accounting software (Thomsen-Reuters, CCH, Intuit, etc) is beneficial, but not required.
Schedule
Normal Office Hours: Monday thru Friday, 800A - 500P
This position is an associate -level position within the tax practice and the weekly investment of hours will be 40-50 hours depending on the needs of the firm during a particular week. During annual tax season, there may be a need for additional work hours.
Hybrid work opportunities available with approval of practice leader.
This position may require some local travel, and travel to national or regional conferences may be required, but on a limited basis.
Position is based in either the Fort Myers, FL or Naples, FL office. Remote opportunities are available if the candidate has at least 3 years of experience in a fully remote position.
$43k-75k yearly est. 60d+ ago
Work From Home - Tax Associate - 2+Yrs Paid Tax Experience Required
Dev 4.2
Remote job
Jobs for Humanity is partnering with Intuit to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: Intuit
Job Description
Overview
Intuit is seeking Tax Associates for the upcoming tax season. If you have an active PTIN, we would love to connect with you!
What You Get:
Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock purchase plan, employee assistance program, product discounts and free copy of TurboTax Live.
As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office.
What you'll bring
Who You Are:
As a Tax Associate, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software.
If you have obtained an Intuit Academy Level 1 badge, you are eligible with 1+ year of recent experience
with 30 or more paid tax returns.
You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes.
You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner.
For internal use: tst assoc
How you will lead
What You Will Do:
In this role, you will help our customers complete their taxes using Intuit TurboTax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our goal of “Powering Prosperity Around the World.”
You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records.
If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW!
$47k-76k yearly est. 7h ago
Tax Specialist - High Net Worth Clients
Empower Retirement 4.3
Remote job
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
Tired of the CPA tax season grind? Look no further!
Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist who can help our Empower Personal Wealth clients navigate their tax planning considerations.
The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner.
What you will do
Help clients better understand their current tax situation and the planning opportunities that can create efficiencies.
Empower clients to make informed decisions with their tax planning considerations.
Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections)
Stay up to date on tax law changes and communicate the effects to advisors and clients.
What you will bring
Active CPA license required
4+ years of high net worth (HNW) experience
Experience with tax planning technologies
Proficiency in MS Excel and Word and BNA Income Tax Planner
Advanced research skills to assist in providing possible solution for complex client issues
What will set you apart
Master's Degree in taxationtax a plus
A strong desire to engage and effectively communicate with clients daily
A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently
#PJPW
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$100,900.00 - $142,525.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
01-20-2026
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