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Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Tax team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Director - Restaurant, Franchise & Hospitality to join their dynamic team. Position Responsibilities: Manage income tax preparation engagements and work in the business tax group. Proven experience working with multinational businesses operating in the US, with a strong understanding of how US tax and accounting regulations differ from those in other countries. Be familiar with US international tax concepts, rules, and requirement relating to multinational business operations, including items such as transfer pricing, inbound inversions, and income inclusion related to CFCs. Able to provide advice on numerous issues that relate to doing business in the US, such as discussions around retirement plans, payroll setup, sales tax, accounting requirements and obligations compared to other countries Able to spot and advise on cross border issues that may not be appropriately addressed by clients and respectfully raise issues proactively with clients Have familiarity with the US Tax Treaties and related concepts such as permanent establishment, ECI, FDAP, and withholding tax obligations for foreign companies and individuals Demonstrate ability to research complex tax situations involving multi-entity international controlled group structures Understands the required technical reporting on tax returns including those related to Forms 114, 5471, 5472, 8858, 8865, and 8938 Experience with various elections and disclosures relating to Form 3115, Form 8832, Sec. 351, Sec. 361, Sec. 451, and Sec. 6038 Able to perform calculations related to various international tax concepts including PFICs, foreign tax credit limitations, section 956 inclusions, FDII deductions, and GILTI and subpart F income allocations Be familiar with domestic tax issues such as state nexus, 382 limitations, deferred compensation, deferred revenue, UNICAP, 163(j) limitations, and R&D capitalization Ability to work with legal and foreign advisors to come up with mutually agreed upon business plans and structures Willingness to immediately take on a small book of clients and provide top notch client service Desire to be growth oriented and grow book of business over time. Willing to work closely with a lead partner and a select group of professional staff Duties will include high level review of various tax submissions, as well as tax consulting Qualifications: CPA is required for this role Bachelor’s degree in Accounting Master’s degree in Taxation highly preferred Recent work experience in a public accounting firm 10+ years experience in federal tax compliance and consulting with a focus on multinational businesses Extensive knowledge in C-corporations and other business returns Must have technology and/or e-commerce, distribution, manufacturing experience Exceptional communication and leadership skills, with the ability to build and maintain client relationships Strong analytical and problem solving skills with attention to detail Computer expertise including knowledge of CCH Axcess and GoSystems tax software Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: - Medical, Dental, and Vision Insurance on the first day of employment - Flexible Spending Account and Dependent Care Account - 401k with Profit Sharing - 9+ holidays and discretionary time off structure - Parental Leave – coverage for both primary and secondary caregivers - Tuition Assistance Program and CPA support program with cash incentive upon completion - Discretionary incentive compensation based on firm, group and individual performance - Incentive compensation related to origination of new client sales - Top rated wellness program - Flexible working environment including remote and hybrid options What’s in it for you: - Working with an industry leader : Be part of a high-growth firm that is passionate for what’s next. - An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. - A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. - Entrepreneurship : Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. - Growth opportunities : Grow professionally in an environment that fosters continuous learning and advancement. - Competitive compensation : You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Tax team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Tax Director - Construction Industry to join their dynamic team. The Director of Construction Tax Services will lead and manage tax engagements for clients in the construction industry, including general contractors, subcontractors, developers, and homebuilders. This individual will serve as a strategic advisor to ownership and executive teams, providing proactive tax planning, compliance, and consulting services that help clients maximize profitability, manage risk, and plan for growth. The Director will work closely with the Construction Segment Leader and firm partners to manage client relationships, oversee staff development, and contribute to business development initiatives. Position Responsibilities: Lead and review complex income tax engagements for construction clients, including partnerships, S corporations, and C corporations. Manage and mentor engagement teams, ensuring high-quality deliverables and adherence to project deadlines. Provide strategic tax consulting related to job costing, revenue recognition (ASC 606), UNICAP, percentage-of-completion accounting, and multi-state nexus issues. Advise clients on entity structure, succession planning, ownership transitions, and tax-efficient strategies for mergers, acquisitions, and reorganizations within the construction industry. Identify and address opportunities for tax savings, credits, and incentives, including R&D, energy efficiency, and equipment depreciation. Oversee compliance with federal, state, and local tax regulations impacting construction operations, including payroll tax, sales and use tax, and gross receipts tax. Collaborate with assurance and advisory teams to deliver integrated solutions that align with clients’ operational and financial goals. Serve as a trusted advisor to C-level executives, providing insights on the financial and operational tax implications of construction projects and business strategies. Drive growth by developing new client relationships and expanding services to existing clients. Participate in industry events and thought leadership efforts to enhance the firm’s visibility in the construction market. Qualifications: Certified Public Accountant (CPA) required. Bachelor’s degree in Accounting; Master’s degree in Taxation highly preferred. 10+ years of progressive experience in public accounting, with a focus on federal and state tax compliance and consulting for the construction industry. Strong technical expertise in S-Corporation & Partnership taxation and multi-entity structures. In-depth knowledge of construction industry accounting and tax issues, including long-term contracts (Section 460, bonding, and state nexus. Proven leadership and client relationship management skills. Excellent communication and interpersonal skills with the ability to explain complex tax concepts clearly. Experience with CCH Axcess, GoSystems, and related tax software preferred. Demonstrated ability to manage multiple engagements, lead teams, and contribute to firm growth initiatives. The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: - Medical, Dental, and Vision Insurance on the first day of employment - Flexible Spending Account and Dependent Care Account - 401k with Profit Sharing - 9+ holidays and discretionary time off structure - Parental Leave – coverage for both primary and secondary caregivers - Tuition Assistance Program and CPA support program with cash incentive upon completion - Discretionary incentive compensation based on firm, group and individual performance - Incentive compensation related to origination of new client sales - Top rated wellness program - Flexible working environment including remote and hybrid options What’s in it for you: - Working with an industry leader : Be part of a high-growth firm that is passionate for what’s next. - An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. - A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. - Entrepreneurship : Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. - Growth opportunities : Grow professionally in an environment that fosters continuous learning and advancement. - Competitive compensation : You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Tax team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Tax Associate to join their dynamic team. Position Responsibilities: Aprio’s tax professionals are committed to exceptional client service and developing and implementing intelligent strategies that can reduce our clients' tax bills. Responsible for managing and leading a team of tax professionals, delegating tasks and responsibilities, and overseeing the work of your team members. Developing and implementing tax strategies. This will involve staying up-to-date with changing tax laws and regulations and identifying opportunities for tax planning. Providing consulting services to clients on various tax-related issues such as mergers and acquisitions, tax planning, and corporate restructuring. Conduct tax research to stay up-to-date with changing tax laws and regulations and identify opportunities for tax planning. Responsible for preparing and reviewing tax returns for clients, ensuring that they comply with relevant tax laws and regulations. Responsible for communicating with clients and stakeholders, including tax authorities and other regulatory bodies, to ensure that all tax-related matters are handled effectively and efficiently. Manage client relationships and ensure that clients are satisfied with the services provided by your team. Qualifications: Bachelor's degree in Accounting Master’s degree in Taxation preferred Recent experience working in a public accounting firm 2-5 years' experience years of federal tax consulting and/or compliance experience in accounting CPA is highly preferred but not required Experience in 1040, 1065 & 1120-S , 1120 & 1041 returns Exceptional verbal and written communication skills Knowledge of tax software and technology The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: - Medical, Dental, and Vision Insurance on the first day of employment - Flexible Spending Account and Dependent Care Account - 401k with Profit Sharing - 9+ holidays and discretionary time off structure - Parental Leave – coverage for both primary and secondary caregivers - Tuition Assistance Program and CPA support program with cash incentive upon completion - Discretionary incentive compensation based on firm, group and individual performance - Incentive compensation related to origination of new client sales - Top rated wellness program - Flexible working environment including remote and hybrid options What’s in it for you: - Working with an industry leader : Be part of a high-growth firm that is passionate for what’s next. - An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. - A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. - Entrepreneurship : Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. - Growth opportunities : Grow professionally in an environment that fosters continuous learning and advancement. - Competitive compensation : You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Tax team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Tax Manager - Technology Industry to join their dynamic team. Aprio’s tax professionals are committed to exceptional client service and developing and implementing intelligent strategies that can reduce our clients' tax bills. Exposure to ASC740 tax provisions and related calculations is a must. Familiarity with technology industry clients, including those with both corporate and pass-through tax return filings is also required. This position can be hybrid. Position Responsibilities: Responsible for managing and leading a team of tax professionals, delegating tasks and responsibilities, and overseeing the work of your team members. Developing and implementing tax strategies. This will involve staying up-to-date with changing tax laws and regulations and identifying opportunities for tax planning. Providing consulting services to clients on various tax-related issues such as mergers and acquisitions, tax planning, and corporate restructuring. Conduct tax research to stay up-to-date with changing tax laws and regulations and identify opportunities for tax planning. Responsible for preparing and reviewing tax returns for clients, ensuring that they comply with relevant tax laws and regulations. Responsible for communicating with clients and stakeholders, including tax authorities and other regulatory bodies, to ensure that all tax-related matters are handled effectively and efficiently. Manage client relationships and ensure that clients are satisfied with the services provided by your team. Training and mentoring team members Qualifications: Bachelor's degree in Accounting Master’s degree in Taxation preferred Recent experience working in a public accounting firm 6+ experience years of federal tax consulting and/or compliance experience in accounting CPA is preferred Experience in S-Corp, Partnership returns, Individual and Corporate Exposure to ASC740 tax provisions and related calculations is required Familiarity with technology industry clients, including those with both corporate and pass-through tax return filings is required Exceptional verbal and written communication skills Computer expertise including knowledge of tax software and technology Experience managing a team Willing to work hybrid The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: - Medical, Dental, and Vision Insurance on the first day of employment - Flexible Spending Account and Dependent Care Account - 401k with Profit Sharing - 9+ holidays and discretionary time off structure - Parental Leave – coverage for both primary and secondary caregivers - Tuition Assistance Program and CPA support program with cash incentive upon completion - Discretionary incentive compensation based on firm, group and individual performance - Incentive compensation related to origination of new client sales - Top rated wellness program - Flexible working environment including remote and hybrid options What’s in it for you: - Working with an industry leader : Be part of a high-growth firm that is passionate for what’s next. - An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. - A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. - Entrepreneurship : Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. - Growth opportunities : Grow professionally in an environment that fosters continuous learning and advancement. - Competitive compensation : You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

Senior Tax Manager - International Dalio Family Office Dalio Family Office Overview: The Senior Tax Manager will be responsible for sophisticated tax compliance and related planning for DFO, its clients and related entities. The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures and investments as well as their work through Dalio Philanthropies, including OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The DFO is rooted in a culture of meaningful work and meaningful relationships and the family’s legacy of giving back. The right candidate can look forward to being challenged intellectually and expected to build long-lasting relationships, while managing a tax function representative of the founder's goals and standards. The office is headquartered in Westport, CT with a satellite office in New York City. Tax Compliance Pillar Overview: The Tax Compliance Pillar oversees tax compliance for the clients of the family office in partnership with several highly respected outside accounting firms. This compliance includes a wide array of areas, including investment and business entities as well as individual, philanthropic and trust taxation. The Tax Pillar also plays a key role working with other Pillars at the DFO on planning, accounting and implementing new strategies and structures for our clients. Position Summary: We are looking for a Senior Tax Manager who has significant experience with international entities specifically in the UAE and Singapore. These entities encompass investment entities, operating businesses, as well as philanthropic entities and have both foreign and US filings. An ideal candidate will have experience with the UAE and/or Singapore tax compliance, IFRS experience, experience with multi-country filings and with cross-border matters. Day-to-day responsibilities would include a combination of the following: Manage the overall tax compliance process for a portfolio of entities spanning across the UAE and Singapore ensuring timely and accurate filings. Ownership of tax impact decision making for IFRS, Global Mobility, and Transfer Pricing in conjunction with the Tax Pillar Head. Review US and foreign tax returns and the related workpapers for these entities prepared by our third-party service providers. Manage relationships with external tax advisors both in these foreign countries and any associated advisors in the US. Resolve complex technical tax issues, consult with experts, prepare memoranda, and communicate research findings to senior management in a well-synthesized manner. Review of potential non-US and US tax consequences of the entity’s activities and its proposed structure. Manage tax audits for these entities and responses to taxing authority inquiries and notices. Work with the Finance & Accounting Pillar to be a resource for tax planning and implementation. Lead or participate in other cross-functional projects providing leadership toward additional value-added activities in addition to supporting operational and departmental excellence, while fostering teamwork between all functions. Be the primary liaison with others (both internal DFO members and external advisors) for all tax matters related to the portfolio of entities. Provision and determine estimated and actual tax payments and engage with Finance Pillar on payment executions Apply for this role if you have: International Tax Planning and Compliance experience with preference of experience in the UAE and Singapore. Excellent client handling and communication skills. Excellent management of third-party tax advisors to prepare returns and work on projects. A high-level of organization and attention to detail. The ability to synthesize complex tax positions to key stakeholders. Eager to collaborate with others; comfortable giving and receiving feedback while working towards a common goal. Organized and able to adhere to due dates, work under tight deadlines, handle multiple tasks concurrently, and adapt to changing Self-starter with a strong work ethic and ability to work well independently. Committed to excellence and evolution in professional development. Ready to take on a Subject Matter Expert role within a team; offering guidance and taking recommendations from experienced parties. Qualifications: 12+ Years minimum working at a CPA firm, hedge fund, or family office Investment product knowledge Extensive experience (at least 7 years) preparing and reviewing foreign entity tax returns, including operating businesses, investment entities, and philanthropic entities with both foreign and US filings. Preferred experience with private equity funds. 5+ years of process and people management experience with oversight of tax compliance process, including resource allocation and budgeting. Compensation: Compensation for the role includes a competitive salary in the range of $400,000-$475,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including a comprehensive employer-paid medical plan and generous employer match for 401k. Please note that we do not provide sponsorship for this position. At the DFO, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. The DFO treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes and general treatment during employment, including on the basis of actual or perceived race, creed, color, religion, sex, age, sexual orientation, gender identity and/or expression, alienage or national origin, ancestry, citizenship status, marital status, veteran status, or disability

The Company You’ll Join Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence. Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure. Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.  For more information about our offices and culture, check out our Carta careers page . The Team You’ll Work With You’ll be joining Carta’s Fund Tax team as a US Federal tax reviewer, leveraging Carta’s proprietary tax engine to file tax returns for our Venture Capital clients. Your clients are the most talented venture capitalists, fund managers and dealmakers in the world. You will help them realize their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more). You will be part of helping grow the venture capital ecosystem. You will also be collaborating with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta’s products and services. The Problems You’ll Solve Turning professional services into products is challenging: how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy? We are at the intersection of finance, tax and technology: how do we build a tax engine that will make tax filings feel as simple as ordering a book online? We automate investment structures in venture capital: how can you help scale post-deal processes so that each container is as seamless and fun to use as the last one created? About You Must have US Federal tax experience for the preparation and filing of tax returns and IRS e-filings, focusing on partnership tax returns. You are a fully qualified CPA (with a minimum of 2 years post qualified experience) with at least 5 years experience in public accounting,  who understands the intricacies of US international tax  filings relating to investment vehicles, and have a burning desire to see it automated and simplified. Experience related to filing obligations and completion of forms Schedule K-2 and K-3 as well as other international forms typically filed with a partnership tax return  is required.  Excited to work on wider team projects which are not directly tax-related (e.g. legal, financial) as well as interacting with clients on administering their investment structures. High attention to detail: written and quantitative. You must be confident navigating your way around complex tax structures and documentation in relation to this. Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems. Passionate and knowledgeable about venture capital: you intimately understand the pressures facing our clients and are ready to roll up your sleeves in a post Series-A rocket-ship start-up. You’re interested in working on projects in a fast-paced environment with a supportive team and as an individual You have strong critical thinking, problem solving, and decision making skills You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines Disclosures: We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.  Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details. For information on our data privacy policies, see  Privacy ,  CA Candidate Privacy , and Brazil Transparency Report . Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.

The Company You’ll Join Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence. Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure. Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital. For more information about our offices and culture, check out our Carta careers page . The Team You’ll Work With You’ll be joining Carta’s Fund Tax team as an International Tax Manager, leveraging Carta’s proprietary tax engine to file tax returns for our Venture Capital clients. Your clients are the most talented venture capitalists, fund managers and dealmakers in the world. You will help them realize their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more). You will be part of helping grow the venture capital ecosystem. You will also be collaborating with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta’s products and services. The Problems You’ll Solve Turning professional services into products is challenging: how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy? We are at the intersection of finance, tax and technology: how do we build a tax engine that will make tax filings feel as simple as ordering a book online? We automate investment structures in venture capital: how can you help scale post-deal processes so that each container is as seamless and fun to use as the last one created? About You You understand the intricacies of US international tax filings relating to investment vehicles, and have a burning desire to see it automated and simplified. You are excited to work on wider team projects which are not directly tax-related (e.g. legal, financial) as well as interacting with clients on administering their investment structures. You have a high attention to detail: written and quantitative. You must be confident navigating your way around complex tax structures and documentation in relation to this. You are passionate and knowledgeable about venture capital: you intimately understand the pressures facing our clients and are ready to roll up your sleeves in a fast paced environment You’re interested in working on projects in a fast-paced environment with a supportive team and as an individual You have strong critical thinking, problem solving, and decision making skills You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines Core qualifications include extensive, hands-on experience with the complete partnership compliance cycle, with specific expertise in: Partner-level international reporting (Schedules K-2/K-3) Reporting on controlled foreign entities (Forms 5471, 8865, 8858) Transaction reporting and passive investments (Forms 926 and 8621) Foreign withholding and reporting regimes (Forms 1042/1042-S, 8804/8805) Foreign financial asset reporting (Form 8938 and FBAR) Foreign Ownership reporting (Form 5472) Disclosures: We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email. Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details. For information on our data privacy policies, see Privacy , CA Candidate Privacy , and Brazil Transparency Report . Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.

We work to make the world of business and taxes come alive for creative individuals and organizations! If we've done our job, these owners can breathe easy and sleep well at night knowing they're in good hands. As a team, we focus on staying ahead of technological changes and value professional development. We try to be responsible corporate citizens and aren't afraid to take a stand on political or social issues. And we try to have fun and celebrate our humanity—while doing impeccable work, of course. We are always looking for new ways of doing things, improvements to our systems, and strategies to help our clients. Are you ready to revel in our growth while helping thousands of creative entrepreneurs along the way?  As a Principal, you are an experienced accountant capable of managing the client relationship in its entirety. You ensure we deliver what we promise and review their business and personal finances to identify opportunities and strategic tax recommendations. With expertise in both personal and business taxes, you help clients navigate complex tax landscapes, ensuring compliance while maximizing financial opportunities. You're deeply connected to their goals and passionate about helping entrepreneurs succeed! This is a full-time, remote work role with opportunities to manage others. Typical weekly responsibilities include:  Maintaining strong client relationships, ensuring the highest levels of client satisfaction, and establishing and upholding quality control standards to guarantee the accuracy and integrity of client deliverables  Leading and mentoring the tax team, including a senior tax accountant and consultants  Preparing personal and corporate tax planning documents and making updates to clients' payroll settings to adjust for planning goal Preparing and reviewing business and individual tax returns Developing and monitoring key performance indicators (KPIs) to track team performance, make data-driven decisions, and ensure compliance with accounting standards, regulations, and company policies  Responding to client tax notices (business and personal, income, payroll, and other)  Creating tax projections, scenario modeling, and other analyses in our tax software  Research federal and state income, payroll, and sales tax issues  Responding to client inquiries regarding reporting, strategy, taxes, etc  Making recommendations to clients about organizational structure decisions and assisting with entity formation as it relates to taxes Performing analysis and making recommendations about compensation structures, retirement plan structures, or employee incentive structures as they relate to taxes Assisting clients with government programs/grant opportunities  You'll have a flexible schedule, be able to work-from-anywhere, and participate in company benefit programs. Compensation for this role starts at $120k, with opportunities for bonuses based on goals and metrics.  Qualities to Bring to This Position:  You'll be able to balance being approachable yet professional in your communications—written and verbal  You're an avid student of the latest in accounting rules, regulations, and guidelines—in fact, you geek out about it a little bit  You're a CPA with 8+ years of experience, the majority of which is in public accounting settings where you serve a variety of clients  You're comfortable in client-facing relationships and enjoy getting to know our clients' businesses (and them as people too!)  You'll be detail-oriented, avoiding spelling errors or other careless mistakes in your work  You'll be an amazing communicator—making sure any soon-to-be missed deadlines are communicated about  ahead of time You're super-comfortable working online, in cloud-based applications, and using a variety of software tools  Your discretion is top-notch; our clients' privacy and sensitive information are always protected  You've got a proactive attitude and love finding new and better ways to help us get our work done well  You're a get-it-done kind of person and will ensure client deadlines are met and that we're following through on our commitments  You have experience with at least one type of cloud-based accounting platform (preferably Xero, but could be QBO, Sage, Netsuite, etc)  You also have experience with one of the major tax prep software packages  And you've used some project management, task management, or practice management tool, so keeping track of your upcoming work and logging what you've done comes naturally to you  Thank you for considering the position and hope you'll be interested in joining the Revel CPA team!

We work to make the world of business and taxes come alive for creative individuals and organizations! If we've done our job, these owners can breathe easy and sleep well at night knowing they're in good hands. As a team, we focus on staying ahead of technological changes and value professional development. We try to be responsible corporate citizens and aren't afraid to take a stand on political or social issues. And we try to have fun and celebrate our humanity—while doing impeccable work, of course. We are always looking for new ways of doing things, improvements to our systems, and strategies to help our clients. Are you ready to revel in our growth while helping thousands of creative entrepreneurs along the way?  As a Principal, you are an experienced accountant capable of managing the client relationship in its entirety. You ensure we deliver what we promise and review their business and personal finances to identify opportunities and strategic tax recommendations. With expertise in both personal and business taxes, you help clients navigate complex tax landscapes, ensuring compliance while maximizing financial opportunities. You're deeply connected to their goals and passionate about helping entrepreneurs succeed! This is a full-time, remote work role with opportunities to manage others. Typical weekly responsibilities include:  Maintaining strong client relationships, ensuring the highest levels of client satisfaction, and establishing and upholding quality control standards to guarantee the accuracy and integrity of client deliverables  Leading and mentoring the tax team, including a senior tax accountant and consultants  Preparing personal and corporate tax planning documents and making updates to clients' payroll settings to adjust for planning goal Preparing and reviewing business and individual tax returns Developing and monitoring key performance indicators (KPIs) to track team performance, make data-driven decisions, and ensure compliance with accounting standards, regulations, and company policies  Responding to client tax notices (business and personal, income, payroll, and other)  Creating tax projections, scenario modeling, and other analyses in our tax software  Research federal and state income, payroll, and sales tax issues  Responding to client inquiries regarding reporting, strategy, taxes, etc  Making recommendations to clients about organizational structure decisions and assisting with entity formation as it relates to taxes Performing analysis and making recommendations about compensation structures, retirement plan structures, or employee incentive structures as they relate to taxes Assisting clients with government programs/grant opportunities  You'll have a flexible schedule, be able to work-from-anywhere, and participate in company benefit programs. Compensation for this role starts at $120k, with opportunities for bonuses based on goals and metrics.  Qualities to Bring to This Position:  You'll be able to balance being approachable yet professional in your communications—written and verbal  You're an avid student of the latest in accounting rules, regulations, and guidelines—in fact, you geek out about it a little bit  You're a CPA with 8+ years of experience, the majority of which is in public accounting settings where you serve a variety of clients  You're comfortable in client-facing relationships and enjoy getting to know our clients' businesses (and them as people too!)  You'll be detail-oriented, avoiding spelling errors or other careless mistakes in your work  You'll be an amazing communicator—making sure any soon-to-be missed deadlines are communicated about  ahead of time You're super-comfortable working online, in cloud-based applications, and using a variety of software tools  Your discretion is top-notch; our clients' privacy and sensitive information are always protected  You've got a proactive attitude and love finding new and better ways to help us get our work done well  You're a get-it-done kind of person and will ensure client deadlines are met and that we're following through on our commitments  You have experience with at least one type of cloud-based accounting platform (preferably Xero, but could be QBO, Sage, Netsuite, etc)  You also have experience with one of the major tax prep software packages  And you've used some project management, task management, or practice management tool, so keeping track of your upcoming work and logging what you've done comes naturally to you  Thank you for considering the position and hope you'll be interested in joining the Revel CPA team!

Position: Tax Manager Location: Tampa, FL (On-Site Hybrid Role) Compensation: $105,000 - $140,000 Employment: Full-Time About the Role As a Tax Manager with our Client , you will work closely with successful, privately held for-profit companies and their owners to proactively plan for the future, minimize surprises, coordinate tax strategies, and support long-term growth. This is a relationship-driven, hands-on leadership role with a strong emphasis on collaboration, quality, and consistency. This position provides primarily on-site support , with a hybrid schedule (3 days in-office) , allowing for close engagement with teammates and clients. Our Client values long-term relationships—both with clients and within its team—and seeks professionals who demonstrate stability, ownership, and commitment to excellence. If you align with the values of Integrity Matters, People Matter, and Clients Matter , we would welcome the opportunity to connect. Duties & Responsibilities Manage tax advisory services and tax compliance for pass-through entities across a variety of for-profit industries, including Construction, Manufacturing, Retail, and Professional Services Serve as a reviewer of tax work , ensuring accuracy, compliance, and high-quality deliverables Conduct tax research and provide written technical guidance with a strong understanding of the Internal Revenue Code and Treasury Regulations Develop, build, and independently manage client relationships, including responsibility for billing and collections Manage multiple client engagements simultaneously while meeting deadlines and maintaining service excellence Lead, mentor, develop, and train professional tax staff; provide clear direction and constructive feedback Participate in firm initiatives and committees focused on client service, staff development, and operational improvement Represent the Client positively within the professional and business community through professionalism, integrity, and a collaborative, solutions-oriented approach Workload Expectations Typical workload averages approximately 60 hours per week during tax-heavy periods Audit-related responsibilities generally average closer to 50 hours per week The Client is intentional about managing workloads responsibly and avoiding unnecessary burnout Minimum Qualifications 7+ years of relevant experience in public accounting, including technical tax consulting and research Bachelor's degree in Accounting (Required) Master's Degree in Taxation or LLM in Taxation (Preferred) Active CPA license required Experience with CCH ProSystem fx Tax, Engagement, and Document software a plus Demonstrated strong tenure and career stability ; candidates with frequent job changes will be considered only with compelling explanations Ability and willingness to work on-site in a hybrid environment (3 days in-office; no fully remote option)

Location: Reston, VA (Hybrid or Remote Flexibility) Firm Size: ~30 employees Reports to: Tax Director Department: Tax – Individual, Trust, and High-Net-Worth About Us MillerMusmar CPAs is a full-service accounting and consulting firm headquartered in Reston, Virginia, serving closely held businesses, government contractors, high-net-worth individuals, and nonprofit organizations. Our Tax Department supports ~500 returns annually, with a growing need for strategic leadership in individual taxation, trust & estates, and international compliance. We're proud of our 'client-centric' approach, collaborative culture, and commitment to technical excellence — and we are building a modern tax department with the right people in the right seats. Role Summary We are seeking a full-time Tax Manager with strong experience in 1040 review, tax planning for business owners, and exposure to trust, estate, and international individual compliance. This role will serve as a technical leader and reviewer, manage seasonal and full-time staff on individual return preparation, and help build a scalable, quality-focused individual tax function. This is a highly visible position ideal for someone who wants to own and lead a key function in a growing firm. Key Responsibilities · Review and finalize ~300 high-net-worth individual returns annually, many involving K-1s, Schedules C/E/F, stock compensation, and flow-through planning · Review ~20 trust and estate tax returns (Form 1041) and related filings · Review or support preparation of international compliance forms including FBAR, 5471, 5472, 8938, GILTI · Serve as a go-to resource for individual tax planning for business owners and families, including year-end planning and estimated payment strategies · Supervise and mentor staff and seasonal preparers (including remote contractors) · Coordinate with other Tax Department leaders on workload, deadlines, and firm initiatives · Collaborate with the GovCon and Accounting departments to deliver cross-functional planning and compliance · Assist in staff development, documentation of review procedures, and quality control initiatives Qualifications · CPA license (required) · 7+ years of progressive tax experience in public accounting · Demonstrated expertise in 1040 review and related tax planning · Solid experience with trust & estate returns and rules (Form 1041) · Familiarity with international individual compliance (FBAR, 5471, 5472, etc.) · Strong communication skills; ability to lead review conversations and client interactions · Comfortable working in a hybrid or remote team environment · Experience with CCH Axcess Tax, ProSystems Engagement, and Canopy is a plus What We Offer · Competitive salary + performance bonuses · Flexible work environment (hybrid, remote considered) · CPA license & CPE support · Leadership and client visibility in a collaborative culture · Opportunity to shape the Individual Tax function and mentor a growing team · High degree of autonomy, with support from a Director-level team

Tax Relief Sales Executive – Irvine Office Start your 2026 sales career with a company that sets the standard. At Guardian Tax , we're heading into the new year strong—expanding in Orange County and proudly recognized as the 2025 BBB Torch Awards for Ethics winner . That means you're not just selling—you're representing a firm built on trust, integrity, and results.This role is for driven sales professionals who want longevity, growth, and an environment where effort is recognized. You'll be part of a fun, high-energy office with a true open-door policy , supportive leadership, and a team that celebrates wins together. Tax relief is a recession-proof industry —when the economy shifts, our services remain essential, giving you a career built on stability, purpose, and consistent demand year after year. Why Guardian Tax? Aggressive comp —training hourly pay, 15% commissions + stackable bonuses daily, weekly, monthly. Average $6K–$11K/month; top closers $15K+ when dialed in. High-energy culture—music, Friday lunches, team outings, and a game room. Benefits: Health, dental, vision. All inbound leads—stop chasing dead lists. Paid training and ongoing support to keep you sharp. What You'll Do: Take inbound calls from clients actively seeking tax relief. Guide them through consult → qualify → close. Hit targets, overdeliver, and rack up commissions. Compete daily and win big on a floor that rewards performance. Who We're Looking For: Proven top producers—bring W-2s, 1099s, or leaderboard screenshots. Phone pros who know how to build trust and close fast. Hungry, competitive, and coachable talent. Driven reps from high-volume sales backgrounds. Preferred Sales Backgrounds: Tax Relief / Debt Settlement Call Centers / High-Volume Phone Sales Mortgage / Loans / Collections Real Estate Auto Sales Insurance Sales Medical / Pharma Sales Student Loans Solar / Door-to-Door The Details: Location: Irvine, CA (in-office only). Schedule: Monday–Friday, 8 AM – 5 PM + one half-day Saturday/month. Onboarding: Weekly Monday classes—get in fast.

Description Rödl & Partner is seeking a full-time  German Associate (Audit & Tax)  to join our international public accounting firm in our US offices. Our headquarters is located in  Atlanta, GA.  We have other offices in  Birmingham, AL, Charlotte, NC, Chicago, IL, Cincinnati, OH, Detroit, MI, Greenville, SC, Houston, TX, and Manhattan, NY.   You will work with a select team providing auditing and tax compliance services to predominately German manufacturing and distribution clients.  The right candidate will be able to manage projects, multi-task, and communicate effectively both verbally and written in German and English. To succeed in this role, incoming associates must be organized, proactive, and results driven. We are currently seeking a  German Associate (Audit & Tax)  for our  Atlanta, GA, Birmingham, AL, Greenville, SC, Charlotte, NC and Houston, TX  office Why Rödl & Partner? We keep our employees current by supplying cutting-edge technology and access to learning opportunities We invest in the growth of our team members through regular feedback sessions and coaching We recharge as a team by celebrating deadlines and gathering at organized firm events We applaud the achievement of both career and personal milestones for individual team members on a firm-wide basis What you will do: Perform audit engagements in a variety of industries concentrating on manufacturing and distribution Develop and execute audit programs by documenting objectives, identifying risks, evaluating controls, and designing test procedures associated with the audit scope Perform technical accounting research on a variety of accounting topics Provide timely and high-quality services and deliverables that exceed client expectations Maintain active communication to manage expectations and ensure client satisfaction Prepare clear, concise workpapers and other communications Manage priorities and provide status updates to team leaders in a timely manner What you need to bring: Proficient German writing and communication skills BA/BS degree in Accounting or Masters degree in Accounting/Taxation CPA license or similar certification preferred or currently working to obtain CPA license Excellent research, writing, and communication skills in English Process-oriented with strong analytical and problem-solving skills Solid organizational skills with the ability to multi-task Desired Qualifications Experience in public accounting (internship or entry-level) ProSystem fx Engagement experience CCH Axcess experience Benefits :We recognize that talented people are attracted to companies that provide competitive pay, comprehensive benefits packages, and outstanding advancement opportunities. For this reason, we offer a Comprehensive Benefits Plan that includes the following: 401K plan (with 3% salary paid employer contributions) Medical coverage Paid Dental coverage Flexible work arrangements Paid time-off & Holidays Flexible spending accounts Paid Parking/public transportation Tuition reimbursement & training Employee and Dependent life insurance Disability insurance Accidental death & dismemberment insurance Due to the high volume of applications we receive, we cannot answer each application personally. We review all incoming applications, and if we find your skills meet our particular needs, we will contact you .

Senior Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families. Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. As a Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients. Essential Job Functions: Analyze Tax Liability Prepare Tax Projections Prepare and file Tax Returns Prepare and deliver presentations to clients and prospective clients Develop and maintain client base Market and sell appropriate tax plans Attend meetings and continuing education sessions Take a holistic approach with a team of financial professionals to service clients Comply with all industry rules and regulations Represent clients in front of the IRS and state revenue departments All other task assigned Education/Knowledge & Skills: Ability to effectively manage competing priorities, stringent deadlines, and multiple clients Strong sense of professional and personal accountability Basic computer skills and experience with Microsoft Office applications Bachelor’s Degree in Accounting, Finance, or related field 1-year relevant experience preparing federal, state, and local tax returns for individuals Enrolled Agent or Certified Public Accountant license preferred Must possess or be able to obtain Preparer Tax Identification Number (PTIN) Strong written and verbal communication skills Highly motivated and a self-starter Strong leadership qualities, work ethic and an entrepreneurial spirit Experience with CCH Axcess Software preferred Benefits: Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending Eligibility Requirements Vary The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. Powered by JazzHR

Tax Associate - Atlanta, GAWho: An early-career tax professional with strong analytical abilities, excellent communication skills, and a solid academic foundation.What: Prepare a variety of tax returns, conduct tax research, assist with tax planning, and support client deliverables while gaining exposure to multiple industries.When: Full-time position available immediately.Where: Hybrid role based in the Atlanta office.Why: To build a diverse tax skill set while working with sophisticated clients and developing professionally in a supportive, growth-focused environment.Office Environment: Collaborative, flexible, development-oriented culture grounded in integrity, respect, accountability, and excellence.Salary: Competitive compensation reflecting skills, academic achievement, and growth potential.Position Overview:This role offers exposure to tax preparation, research, and planning across a wide client base, including high-net-worth individuals and companies in industries such as construction, manufacturing & distribution, real estate, technology, and international business.Key Responsibilities:● Prepare individual, trust, partnership, and corporate tax returns and supporting workpapers.● Apply basic tax concepts to deliver thoughtful, individualized solutions.● Identify, research, and analyze domestic and international tax issues.● Collaborate with engagement teams and communicate effectively with senior team members.● Begin developing relationship-building skills to support long-term client loyalty.● Develop industry understanding by recognizing KPIs, business trends, and emerging developments.● Participate in networking and maintain contacts within the business community.● Assist with additional projects and assignments as needed.Qualifications:● Bachelor’s degree in Accounting required; Master’s in Accounting or Taxation preferred.● Minimum GPA of 3.3 overall and in major.● Prior tax internship experience strongly preferred.● CPA licensed or working toward CPA eligibility.● Strong multitasking abilities to manage multiple engagements while maintaining accuracy and quality.● Commitment to ongoing professional education and development.● Excellent written, verbal, and interpersonal communication skills.● Problem-solving mindset with strong analytical skills.● Dedication to delivering exceptional client service.Benefits:● Health, dental, and vision insurance starting day one.● 401(k) matching.● Paid time off and paid holidays.● Wellness benefits and well-being programs.● Financial support for professional exams and continuing education.● Culture centered on integrity, respect, accountability, and excellence.● Competitive compensation package.● Flexible work schedule and Dress for Your Day policy.● Opportunities to participate in community service and social initiatives.If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now. Powered by JazzHR

Tax Manager- Partnerships- Washington, DCWho: A CPA-certified tax professional with at least five years of public accounting experience, including two years of managerial experience.What: Manages complex client tax compliance, identifies planning opportunities, leads partnership and high-net-worth engagements, and develops staff while serving as the main client contact.When: Full-time position available immediately.Where: Washington, DC Metro marketWhy: To support and grow a dynamic tax practice by delivering expert technical guidance, exceptional client service, and strong leadership across a diverse client base.Office Environment: A collaborative, inclusive, integrity-driven environment focused on professional development, innovation, and work–life balance.Salary: Competitive compensation with a comprehensive total rewards and benefits package.Position Overview:The Tax Manager will oversee tax compliance, planning, and advisory services for middle-market clients across industries such as manufacturing, real estate and construction, and professional services. This role includes managing complex individual and partnership returns, providing estate, gift, and trust planning support, leading staff, and maintaining strong client relationships. Ideal candidates excel in technical tax matters, communication, and project management and thrive in a fast-paced, collaborative environment.Key Responsibilities:- Manage and review complex individual and partnership tax engagements.- Provide tax planning and compliance support for partnerships and high-net-worth individuals.- Address tax needs for clients across manufacturing, real estate, construction, and professional services.- Identify tax and business issues and propose planning opportunities.- Serve as the main client point of contact, overseeing workflows, deadlines, and deliverables.- Lead, train, and develop tax staff and seniors.- Demonstrate exceptional client service and communication skills.Qualifications:- Bachelor's degree in Accounting (Master’s preferred).- Active CPA license required.- Minimum 5 years of public accounting experience, including 2+ years in management.- Strong background with C and S corporations, LLCs, and partnerships.- Experience with pass-through entity taxation, particularly partnerships.- Preferred experience with entity structuring, operating agreement review, allocations, and partner transactions.- Experience with complex individual, estate, and gift tax planning is a plus.- Strong understanding of client industries and business operations.If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now. Powered by JazzHR

Who We Are Our Purpose: We exist to provide solutions and create value through our professional services for businesses, individuals, and nonprofits in our community. Our Vision: We are committed to utilizing our position as the preeminent independent accounting and professional services firm in Central Virginia to make a positive difference for our clients and our community. Our Mission: We will use our expertise and entrepreneurial spirit to:  Nurture future leaders through a supportive, challenging, and enjoyable work environment Provide the highest quality professional services to our clients  Utilize our outstanding team and maximize their effectiveness by promoting a healthy balance between work and daily life Work with clients and team members to accomplish their desired results Responsibilities Prepare and review state and local tax returns, including income tax, sales and use tax, property tax, and franchise tax returns Ensure timely and accurate filing of all required tax returns Stay up-to-date on changes in state and local tax laws and regulations Advise clients on tax planning strategies to minimize tax liabilities Conduct research and analysis to identify tax opportunities and risks Develop and implement tax strategies to optimize client tax positions Represent clients in state and local tax audits and appeals Prepare and file tax protests and appeals Negotiate settlements with tax authorities Mentor and develop team members Assign and review work to ensure quality and efficiency Collaborate with other departments to provide comprehensive client service What we’re looking for Bachelor's/Master’s degree in accounting/Tax  CPA certification required Minimum of 5 years of experience in state and local tax 4- 10 years experience in public accounting Strong knowledge of state and local tax laws and regulations. Excellent analytical and problem-solving skills Strong written and verbal communication skills Ability to manage multiple projects and deadlines Recent experience managing tax engagements  Up-to-date working knowledge of U.S. accounting, tax principles & IRS regulations  Strong leadership and communication skills Proactive individual with the ability to work independently and collaboratively  Curiosity/eagerness to learn and to teach and share knowledge  Proficiency with Microsoft Office Suite (required) Experience with QuickBooks & QuickBooks Online (required)  Experience with CCH/Axcess – Tax, Scan/Autoflow, Workflow, Document, Engagement (preferred) The perks! Career growth opportunities Competitive salary compensation based on experience Paid holidays and paid time off Full benefits including: 401k and profit-sharing plan Medical Dental  Vision HSA FSA Life Insurance Powered by JazzHR

Advanced Tax Planner Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families. Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. As an Advanced Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients. Essential Job Functions: Analyze Tax Liability Prepare Tax Projections Prepare and file Tax Returns Prepare and deliver presentations to clients and prospective clients Develop and maintain client base Market and sell appropriate tax plans Attend meetings and continuing education sessions Take a holistic approach with a team of financial professionals to service higher income and net worth clients. Comply with all industry rules and regulations Represent clients in front of the IRS and state revenue departments All other task assigned Education/Knowledge & Skills: Ability to effectively manage competing priorities, stringent deadlines, and multiple clients Strong sense of professional and personal accountability Basic computer skills and experience with Microsoft Office applications Strong written and verbal communication skills Highly motivated and a self-starter Strong leadership qualities, work ethic and an entrepreneurial spirit Bachelor’s Degree in Accounting, Finance or related field 6+ years’ relevant experience preparing and reviewing federal, state, and local tax returns for individuals, partnerships, corporations, and trusts Must possess active Enrolled Agent or Certified Public Accountant license Must possess active Preparer Tax Identification Number (PTIN) Experience with CCH Axcess Software preferred Benefits: Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending Eligibility Requirements Vary The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview. Powered by JazzHR

CPA Tax Manager Confidential Client About the Client Our client is an international CPA and advisory firm with headquarters in Southern California. The firm operates at the intersection of U.S. and international tax, delivering integrated tax, accounting, and advisory services for real estate investors, entrepreneurs, high-net-worth individuals, and cross-border clients. They support both businesses and individual owners, offering clear communication, proactive service, and long-term relationship building. The team values ownership, integrity, and mutual support, and is committed to helping clients navigate complex tax environments with confidence. The Opportunity We are recruiting a CPA Tax Manager to lead and grow the U.S. tax practice. This senior role blends technical expertise, leadership, and hands-on involvement. You will work closely with firm partners, guide a growing team, and serve as a trusted point of contact for key clients. This is a new position within the U.S. practice and will shape the long-term structure and operations of the department. It is a strong fit for someone who is technically strong, self-managed, reliable, and motivated to help build a practice during a period of planned growth. Key Responsibilities • Oversee recurring reporting, client trackers, and deliverables with consistency and accuracy• Manage and mentor tax staff, oversee task allocation, and maintain internal and client deadlines• Lead and review individual, partnership, corporate (1120/1120-S), and trust tax returns using Lacerte and QuickBooks Online• Prepare and review projections and estimated payments• Lead and review foreign informational filings including 5471, 5472, and related schedules• Assess GILTI exposure and prepare foreign tax elections such as Section 962• Review workpapers and schedules for individual and business returns with varying complexities• Oversee preparation and review of Compilation Engagements and Reviews• Partner with international colleagues on expat filings and U.S. compliance for foreign asset holders• Serve as a primary contact for high-value clients with clear and responsive communication• Deliver strategic tax planning for real estate, high-net-worth, investment structures, and cross-border matters• Support business advisory projects, due diligence, and growth-focused initiatives• Represent clients in IRS and state tax audits and correspondence Required Qualifications • Active CPA license (or in good standing)• 5+ years in public accounting with proven experience preparing and reviewing U.S. tax returns• Strong technical knowledge across individual, partnership, and corporate tax• Experience with international tax compliance forms• Proficiency in Lacerte, QuickBooks Online, and Excel/Google Sheets• Experience managing staff and complex workflows Preferred Attributes • Strong technical depth and attention to detail• Reliable, independent, and consistent in follow-through• Clear and confident communicator with clients and internal teams• Organized and deadline-driven• Comfortable delegating, mentoring, and guiding junior staff• Analytical and resourceful problem solver• Commercial mindset with an understanding of how clients operate• Comfortable working with cloud-based tools and workflow systems• Ownership mindset with commitment to high-quality work Tools & Technology • Lacerte• QuickBooks Online• Google Workspace• Workflow and project management systems Compensation & Benefits • Salary range: $125,000 to $145,000, commensurate with experience• Performance-based bonus• Generous paid time off, including Jewish holidays• Ongoing professional development support• Hybrid or remote flexibility for the right candidate Powered by JazzHR