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DUGGAN BERTSCH, LLCChicago, IL

$145,000 - $160,000 / year

About DB Tax & Accounting (DBTA) What truly sets DBTA apart is our entrepreneurial culture, commitment to people, and focus on long-term professional growth. We are a team of highly skilled accounting professionals who value collaboration, curiosity, and continuous learning. At DBTA, your career trajectory is not limited—your ideas matter, your development is supported, and your success is celebrated. DBTA is a full-service accounting firm dedicated to serving the complex needs of Private Clients, including ultra-high-net-worth and emerging-wealth individuals—entrepreneurs, athletes, entertainers, and business owners. We handle a wide range of tax matters, including: Trust, Corporate, Individual, Estate & Gift, Captive Insurance, Partnership, Private Foundation, and International taxation. Job Summary: Tax Manager DBTA is seeking a motivated and experienced Tax Manager to join our expanding team. In this role, you will manage tax compliance and planning engagements for our UHNW clients while leading and mentoring a team of tax professionals. The ideal candidate brings significant technical expertise, strong leadership capabilities, and a passion for providing strategic, high-touch service. This is an opportunity to join a firm where your voice has impact, your career can accelerate quickly, and you will work closely with Partners who are truly invested in your growth. Responsibilities Leadership & Management Lead, coach, and mentor a team of tax professionals in a supportive, high-performance environment. Collaborate with DBTA Partners on recruitment, training, and ongoing professional development initiatives. Tax Compliance & Planning Manage and review complex tax returns for individuals, trusts, partnerships, corporations, private foundations, and international entities. Ensure full compliance with federal, state, and international tax regulations. Develop and implement tax strategies aligned with clients’ personal and financial goals. Client Engagement Build strong relationships with UHNW clients, understanding their unique financial situations. Provide insightful guidance on year-end planning, estate and gift strategies, and captive insurance planning. Strategic Advisory Stay current on evolving tax laws and industry changes, ensuring DBTA delivers the highest standard of expertise. Advise Partners on the tax implications of investments, business deals, wealth planning, and major financial decisions. Qualifications Bachelor’s degree in Accounting, Taxation, or related field. CPA required. Minimum 8 years of tax planning and compliance experience, including at least 1 year in a leadership role serving UHNW clients. Skills Deep knowledge of federal, state, and international tax law. Demonstrated ability to manage complex tax matters and deliver strategic advice. Strong leadership, communication, and relationship-building skills. Proficiency in Microsoft Office Suite; experience with CCH preferred. Why DBTA? The Benefits of Growing Your Career With Us Medical, Dental, and Vision insurance. Immediate 401(k) participation with 100% vested match after 1 year. Company-paid life and long-term disability insurance. HSA, HRA, and FSA options. Dynamic, inclusive culture where your ideas and development truly matter. Significant opportunities for professional growth and continuous learning. A workplace that values balance, well-being, and long-term career success. Paid holidays and unlimited PTO. Hybrid work available. The salary range for this position is between $145,000 – $160,000 annually #DBTA Powered by JazzHR

Posted 30+ days ago

NorthPoint Search Group logo
NorthPoint Search GroupNashville, TN
Tax Manager- Multi-state/Large Corporations- Nashville, TNWho: A CPA with at least five years of public accounting experience and strong technical expertise in large corporate and multi-state taxation.What: Leads corporate and multi-state tax engagements, performs final technical reviews, manages staff workflow, and ensures compliance with evolving tax laws and reporting requirements.When: Full-time position available immediately.Where: Within a confidential professional services firm supporting a diverse corporate client base.Why: To strengthen the firm’s corporate and multi-state tax capabilities through expert technical oversight, leadership, and high-quality client service.Office Environment: A collaborative, fast-paced setting focused on accuracy, communication, and team development.Salary: Competitive and commensurate with experience.Position Overview:The Tax Manager – Corporate & Multi-State oversees complex corporate and multi-state tax filings, provides final technical review, manages staff and engagement workflow, researches advanced tax matters, and contributes to business development while maintaining confidentiality.Key Responsibilities:- Provide final technical review of tax returns and related documents across the client base.- Research complex tax issues and present effective recommendations.- Stay current on changes in tax law and accounting procedures.- Plan, coordinate, schedule, and manage client engagements to ensure all deadlines are met.- Communicate directly with clients to advocate for their best interests.- Lead and support staff and supervisors by setting goals, providing resources, and fostering a positive, high-performing work environment.- Monitor work quality and team performance.- Assign, track, and manage tasks and projects delegated to staff and supervisors.- Mentor and develop team members at all levels.- Build and nurture internal and external networks to create new business opportunities.- Oversee billing, collections, WIP monitoring, aging, and write-downs.- Facilitate and participate in internal CPE and training activities.Qualifications:- CPA certification required.- Minimum of five years of public accounting experience.- Significant experience in large corporate and multi-state taxation.- Demonstrated leadership ability.- Strong decision-making skills with the initiative to act.- Ability to remain calm and effective under pressure.- Excellent organizational skills and the ability to manage a heavy workload.If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now. Powered by JazzHR

Posted 2 weeks ago

NorthPoint Search Group logo
NorthPoint Search GroupAtlanta, GA
We are working with a top Wealth Management firm located in Atlanta. They have a need for an experience Tax Senior, here are the position details: Bachelor's Degree in Accounting or Business CPA or on track with parts of CPA exam passed MTAX or MACC is a plus Experience with High Net Worth Individuals is desired Preparation and Review of Tax Returns Return experience includes: Individual, Partnership, Corp, Estate, Trust & Gift Must have experience in a client facing role Ability to work independently or as part of a team Experience with CCH software is a plus Proficient with MS Office/Excel Strong written and verbal communication skills Public Accounting experience with Regional or Big 4 firm is desired If you are looking for a better work-life balance this is that opportunity. The client offers an excellent compensation package that includes competitive salary, bonuses, benefits and PTO. If you are interested pleas send a copy of your resume to richard@stafffinancial.com Powered by JazzHR

Posted 2 days ago

Revel CPA logo
Revel CPASavannah, GA
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!

Posted 30+ days ago

Knowhirematch logo
KnowhirematchPhoenix, AZ
Tax Sr. Manager, Real Estate - NO RELOCATION Join this Team and Make an Impact! Are you a strategic property tax professional ready to lead and optimize real estate tax operations? We're seeking an experienced Senior Manager, Real Estate Tax, to take ownership of corporate property tax functions and drive meaningful results for this national real estate organization. About the Role As the Senior Manager, Real Estate Tax, you'll be the driving force behind property tax strategy—from analyzing assessments and managing appeals to budgeting and coordinating with cross-functional teams. This is a high-impact role where your expertise will directly influence bottom line and operational efficiency. What You'll Do Strategic Analysis & Decision-Making Evaluate property tax assessments and determine appeal viability using cost, income, and sales comparison approaches Conduct comprehensive case reviews by analyzing sales data, assessment notices, rent rolls, income/expense reports, and market trends Make critical decisions on pursuing appeals and subsequent options Leadership & Representation Lead the entire appeal process from initial assessment through resolution Represent cases before administrative appeals boards and participate in settlement negotiations Interview, evaluate, and negotiate with external consultants and attorneys Financial Planning & Collaboration Own real estate tax projection and budgeting cycles Partner with Asset Management, Finance, Legal, Property Management, and Accounting teams to explain budgets, valuations, and appeal strategies Provide clear, detailed explanations of complex property tax matters to stakeholders Operations & Systems Maintain and update property tax databases and information systems Conduct research, analyze evidence, and develop strategic recommendations for complex tax matters Ensure accurate tax bill processing and documentation Requirements What You'll Bring Required Qualifications Minimum 5 years of experience in commercial property assessment and/or valuation Bachelor's degree in Finance, Business Administration, Real Estate, or related field Advanced knowledge of property taxation principles and valuation techniques Strong understanding of property tax and real estate terminology Proficiency in Microsoft Office Suite (Word, Excel, Outlook)

Posted 30+ days ago

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ReaNew Philadelphia, OH
Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. Due to continued growth, we are looking to add an energetic and enthusiastic Tax Supervisor to our team. This is an outstanding opportunity to join a team who continues to focus on the strategic initiatives of our firm and solidify our client relationships and client base. The Tax Supervisor oversees tax compliance, consulting and planning by interpreting tax code and regulations, and performs first review of complex tax preparation, tax research and tax planning. This role also ensures all appropriate tax returns filed are in compliance with relevant IRS and state regulations. The Tax Supervisor advises clients on appropriate tax strategies for their organizations while also providing work direction and technical guidance to less experienced staff. Responsibilities Build relationships with clients to discuss a variety of federal tax concerns Advising and providing tax consultations, and communicating tax concepts Developing a strong knowledge base through continual education by tax research, reviewing trends, and other practices Managing engagements workflow, engagement team resources, and engagement billing Providing technical tax advice and planning services Supervising and reviewing the work of staff Obtain a general understanding of pertinent IRC sections and regulations Obtain a working knowledge of tax research and the various tax research sources Interact with all client personnel in an intelligent and professional manner Possesses skills necessary to develop quality client relationships Requirements 3-5 years of prior experience in taxation Experience leading others Bachelor’s or better in Tax, Accounting or related field CPA or EA certification preferred Must have public accounting experience High performer at an existing firm Super Regional or Top 100 firm experience a plus Understand Tax Law changes or how to navigate resources Solid understanding and experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research Benefits Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals. Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Wellness Resources Four (4) weeks PTO Twelve (12) paid holidays, of which three (3) are floating holidays Rea is committed to providing equal employment opportunity for all individuals regardless of race, color, religion, sex (including without limitation pregnancy, sexual orientation and gender identity), age, ancestry, military status, national origin, genetic information, disability or other characteristics protected by applicable law. Equal opportunity extends to all aspects of the employment relationship, including but not limited to hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms, conditions or privileges of employment, or any matter directly or indirectly related to employment. Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea’s Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.

Posted 30+ days ago

Kaufman Rossin logo
Kaufman RossinBoca Raton, FL
Why We Stand Out: Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you! As one of the top accounting firms in the country, our foundation is “people first”. In the words of James Kaufman, “We prioritize our people, their development, and their well-being. Our values are translated into action every day." Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? Requirements How You’ll Contribute: As a Senior Accountant in the Entrepreneurial Services team, you’ll handle multiple accounting and tax engagements related to individuals, as well as business entities. Successful candidates will be attentive to details and both quick and accurate in handling multiple engagements. Maintain and analyze books and records Compile and review financial statements Assist with banking relationships Preparation and review of individual, corporate, and partnership tax returns Providing complete and accurate work papers Offer feedback to improve efficiency and enhance profit Assist in the selection of appropriate software Design and implement accounting systems and processes What Skills You'll Bring: 3-6 year’s public accounting experience CPA or CPA eligible, a must Strong accounting skills Strong tax preparation skills related to individual, corporate, and partnership tax returns Strong computer skills in Excel, Word, and tax preparation software Competency regarding the compilation and review of financial statements preferred How You'll Stand Out: Excellent communication skills, both verbal and written Bilingual or conversational in Spanish Proficient with QuickBooks Healthcare, Real Estate & Construction, or Wholesale/Manufacturing industry-specific experience Benefits We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Posted 30+ days ago

Knowhirematch logo
KnowhirematchLos Angeles, CA
Summary: We are a well-established, highly profitable regional CPA firm seeking a Tax Senior to join our growing team. This role focuses on R&D tax credit services within our Specialty Tax Services group. We offer a supportive work environment with a reasonable work-life balance, excellent benefits—including overtime paid at time and one half, a 5% employer 401(k) contribution, and opportunities for career progression. Key Responsibilities: Plan, execute, direct, and complete R&D tax credit projects while managing budgets and timelines. Deliver R&D Tax Credit services including tax form preparation and review, tax research, preparation of technical memorandums, and drafting client correspondence. Prepare and review R&D tax credit calculations and conduct technical interviews with clients. Respond to inquiries from the IRS and other tax authorities. Support tax planning, consulting, and compliance services across diverse industry groups. Develop and supervise staff, assist in client management, and contribute to practice development activities. Requirements Required Qualifications: 2–4 years of relevant experience in public accounting or R&D tax credit consultancy. Bachelor’s degree in Accounting or related field; Master’s degree preferred. CPA license or actively working toward CPA certification. Broad exposure to multistate credits and incentives, ideally Research and Development tax credits. Foundational knowledge of US GAAP, general accounting principles, tax compliance (including entity and individual returns), and tax research. Preferred Qualifications: Experience working with both SEC and closely held clients across diverse industries. Demonstrated ability to manage multiple projects and supervise junior staff. Benefits Benefits: Competitive compensation with overtime paid at time and one half. 5% employer contribution to your 401(k) plan. Excellent health insurance and additional benefits package. Reasonable work-life balance. Fast-track career progression opportunities.

Posted 30+ days ago

Kaufman Rossin logo
Kaufman RossinFort Lauderdale, FL
Why We Stand Out Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you! As one of the top accounting firms in the country, our foundation is “people first”. In the words of James Kaufman, “we prioritize our people, their development, and their well-being…Our values are translated into action every day.” Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? How You’ll Contribute: Kaufman Rossin is seeking a Tax Manager with Private Equity industry experience to join our dynamic team. This important role includes client relationships, technical tax compliance and consulting work, and managing staff. Oversee tax compliance and advisory for private equity funds, real estate funds, and their management companies Handle partnership-level structures: K-1s, 704(b)/(c), basis adjustments, etc. Structuring of acquisitions, disposals, and fund-level reorganizations Lead technical tax research, modeling, and planning (e.g., carried interest, REIT structures, tiered entities) Supervise and mentor junior tax staff or external preparers Requirements What Skills You'll Bring: 6 - 10+ years of recent experience with strong tax compliance and research background, Deep experience in private equity fund taxation (multi-tier partnerships, carried interest, waterfall) CPA MS in Taxation preferred Public accounting experience required Strong team player and a commitment to high quality, detailed work Ability to deal with clients and possess “executive presence” Strong technical skills, tax software experience, Excel/modeling, experience with tax workflow tools How You'll Stand Out: Self-starter with ability to deal with multiple priorities Real estate fund experience (or real estate tax background) Familiarity with U.S. tax law + fund structures; international tax is a plus (if relevant) Passion for leadership, client service and strong communication skills Bilingual (English and Spanish) Benefits We embrace authenticity. Kaufman Rossin is an equal-opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Posted 30+ days ago

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iSoftTek Solutions IncBillings, MT
We are looking for a Senior Tax Accountant to be part of our growing team! As Senior Tax Accountant will be expected to prepare and review complex entity and individual returns, interact with clients to gather information so an accurate return is filed. Assist clients with their record keeping in addition to tax planning and consulting. Must be able to work independently and with a team to provide great client service. Requirements Responsibilities · Preparation of multi state entities and individual tax returns. · Review entity and individual tax returns. · Analyze the client situation and offer tax solutions. · Prepare compiled and review financials statements. · Proactively assist client with their bookkeeping. · Interact with clients about their tax situation and business needs. · Preparation and review of specialty tax projects. · Training staff Qualifications Bachelor's degree or equivalent in accounting CPA or CPA candidate 2 - 5 years' experience in public accounting Proficient in Microsoft Exc Benefits Benefits Health and vision insurance Retirement Flexable schedule Paid time off Bonuses Paid training and continuing education

Posted 30+ days ago

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MindriftDallas, TX

$73+ / hour

This opportunity is only for candidates currently residing in the specified country. Your location may affect eligibility and rates. Please submit your resume in English and indicate your level of English proficiency. At Mindrift , innovation meets opportunity. We believe in using the power of collective intelligence to ethically shape the future of AI. What we do The Mindrift platform connects specialists with AI projects from major tech innovators. Our mission is to unlock the potential of Generative AI by tapping into real-world expertise from across the globe. Who we’re looking for: We’re looking for curious and intellectually proactive contributors, the kind of person who double-checks assumptions and plays devil’s advocate. Are you comfortable with ambiguity and complexity? Does an async, remote, flexible opportunity sound exciting? Would you like to learn how modern AI systems are tested and evaluated? This is a flexible, project-based opportunity well-suited for: Analysts, researchers, experienced professionals and consultants with strong critical thinking skills. People open to a part-time and non-permanent opportunity. About the project: You will create complex, realistic tasks that push frontier AI agents to their limits. Think scattered data, conditional procedures, and genuine domain expertise required. You'll build a detailed version with objective scoring, then write an ambiguous version intended to train the agent to succeed with less hand-holding. Real expert complexity only. You're improving the AI tools you'll eventually use yourself. If you have the relevant experience and are ready to take on this challenging and engaging project, join us! How to get started: Apply to this post and get the chance to contribute to projects aligned with your skills, on your own schedule. To begin working in production, you’ll need to complete the qualification step and project onboarding, where you’ll get familiar with the guidelines interface and try your first real task with guidance from our quality team. From creating training prompts to refining model responses, you'd be directly shaping how useful these models become for your own future work. Requirements Bachelor’s or Master’s Degree in Accounting, Auditing, Financial Accounting, or closely aligned areas. Professional industry experience in accounting with a minimum of 3 years in relevant fields (e.g., audit, financial reporting, internal controls, tax, management accounting). An experience in cross-functional, applied, or international projects, will be an advantage, especially if your expertise has been used in real-world or consulting contexts. Having a chartered accountancy qualification such as CPA, ACCA, or ICAEW is an advantage. Familiarity with US GAAP standards. Ability to write clearly and professionally, including explaining complex tasks in simple, structured language. Ability to analyze and synthesize information from multiple sources and turn it into accurate, coherent outputs. Creativity in designing realistic and engaging examples, cases, or workflows based on your domain knowledge. Proven ability to use English fluently in professional settings, written and verbal (C1/C2 level). Access to a laptop, stable internet connection, and sufficient availability to engage with project tasks. Motivation to work with challenging, complex, but well-defined guidelines, learn new methods, and strengthen domain-specific skills. Benefits Why this freelance opportunity might be a great fit for you? Get paid for your expertise, with rates that can go up to $73/hour depending on your skills, experience, and project needs. Take part in a part-time, remote, freelance project that fits around your primary professional or academic commitments. Work on advanced AI projects and gain valuable experience that enhances your portfolio. Influence how future AI models understand and communicate in your field of expertise.

Posted 1 week ago

Kaufman Rossin logo
Kaufman RossinBoca Raton, FL
Why We Stand Out Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you! As one of the top accounting firms in the country, our foundation is “people first”. In the words of James Kaufman, “We prioritize our people, their development, and their well-being… Our values are translated into action every day.” Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? How You’ll Contribute: Kaufman Rossin is seeking senior-level tax professionals to join our dynamic Tax Services team in Boca Raton. Our Tax group provides planning and tax compliance services to inbound and outbound owner/entrepreneurial clients. Prepare complex tax returns for individuals, partnerships, corporations, private equity funds, etc. First-level review of returns prepared by interns and lower-level staff Proactively assist Managers with interacting with key client management to gather information, resolve tax-related issues, and make recommendations for business and process improvements Manage engagement budgets effectively Assist in training and mentoring interns and staff Resolve minor issues directly with the IRS and other tax authorities Dedicate time to professional development and business development activities Requirements What Skills You'll Bring: Bachelor’s in Accounting required Master’s in Taxation or working toward completion, required CPA strongly preferred Strong knowledge of all tax provisions At least 3 years of recent experience in public accounting with strong tax preparation skills (1040s, 1065s, 1120, 1120s) How You’ll Stand Out: Team player and a commitment to high-quality, detailed work Self-starter with the ability to deal with multiple priorities Ability to deal with clients and a good “executive presence” Proficiency in ProSystems, Excel, and a paperless environment Bilingual in Spanish Excellent verbal and written communication skills Ability to work overtime Benefits We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Posted 30+ days ago

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SSC Advisors, Inc.Salina, KS
Make your next career move one that truly matters —to you, your clients, and your future. SSC CPAs + Advisors is seeking an experienced Tax & Advisory Services Consultant to join our growing, collaborative, and employee-owned firm. We believe that when you invest in people, everything else follows. What You'll Do As a Tax & Advisory Services Consultant, you'll serve as a trusted advisor for a variety of clients across industries. You’ll lead planning, research, compliance, and tax strategy development while building strong client relationships. If you enjoy tackling complex challenges and being part of a supportive, forward-thinking team, this is your next great opportunity. Prepare and review corporate, partnership, trust, and individual tax returns Identify tax planning opportunities and provide strategic advisory insights Supervise and mentor junior team members Collaborate with clients and internal teams to deliver value beyond compliance Contribute to business development and client relationship growth What Sets Us Apart At SSC CPAs + Advisors, it’s better in the employee-owned world. 🏆 Employee Ownership: Through our ESOP (Employee Stock Ownership Plan), every team member has a stake in our success, adding to your 401(k) and future stability. 💼 Dynamic Career Path: Grow professionally in a firm that values clarity, excellence, and your entrepreneurial spirit. 🌱 Culture-Driven: Our core values— Be Better. Be Clear. Be Extra. Be an Owner. — Guide how we serve clients and support each other. 💡 Innovation & Collaboration: We’re not a traditional CPA firm—we’re a people-first advisory firm where your voice matters. Requirements What We're Looking For ✅ Licensed CPA ✅ 5+ years of experience preparing a variety of tax returns (corporate, partnership, trust, and individual) ✅ Proven leadership and supervisory skills ✅ Excellent communication and relationship-building abilities ✅ Passion for community involvement and client service expansion Ready to Own Your Impact? Join a firm where your contributions are recognized, your growth is supported, and your success is shared. Apply today and let’s build something better—together. (SSC Advisors, Inc., SSC Wealth LLC, and SSC CPAs P.A., collectively known as SSC CPAs + Advisors) SSC CPAs + Advisors is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability. Benefits Paid time off (PTO). 7 Paid Holidays annually. Insurance options: health, dental, vision, and life. Provide 100% of the premium of the High Deductible Health Plan for employee. Provide 100% of the Dental Plan for employee. Retirement plan, including a 401k and an ESOP. Professional Development.

Posted 30+ days ago

Kaufman Rossin logo
Kaufman RossinMiami, FL
Why We Stand Out Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you! As one of the top accounting firms in the country, our foundation is “people first”. In the words of James Kaufman, “we prioritize our people, their development, and their well-being. Our values are translated into action every day. People see that management is caring and has a priority in their well-being.” Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? How You’ll Contribute: As an Entrepreneurial Services Manager , you’ll be responsible for leading compilation and review of engagements, and tax planning and preparation related to individual, corporate, and partnership tax returns. Accounting Review the most complex engagements Resolve complex accounting matters Assist clients with banking relationships Assist clients with designing and implementing accounting systems and processes Tax Review complex individual and business tax returns Oversee responses to tax notices Financial Statements Review financial statement engagements Oversee financial statement engagements (engagement partner) Engagement planning, client relationships, and risk assessment Oversee the entire client relationship Recommend additional services where appropriate Recognize risk and resolve via appropriate channels Overseebilling for client groups Professional behavior Be adept at managing workflow including creating additional billable projects and shifting work to or from other professionals as necessary to maintain productivity Serve as an advisor in the CDA (Career Development Advisor) program Actively mentor staff Play akey role in developing prospects and selling additional services Requirements What Skills You’ll Bring: At least 7 years of experience within public accounting is required Master’s Degree in Accounting CPA Strong accounting skills Understanding of compilation and review of financial statements Tax preparation ability related to individual, corporate, and partnership tax returns Strong computer skills in Excel, Word, and PPT How You’ll Stand Out: Bilingual, preferred Excellent verbal and written communication skills Ability to work overtime during peak times Benefits We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Posted 2 weeks ago

Kaufman Rossin logo
Kaufman RossinMiami, FL
Why We Stand Out: Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you! As one of the top accounting firms in the country, our foundation is “people first”. In the words of James Kaufman, “We prioritize our people, their development, and their well-being. Our values are translated into action every day." Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? Requirements How You’ll Contribute: As a Senior Accountant in the Entrepreneurial Services team, you’ll handle multiple accounting and tax engagements related to individuals, as well as business entities. Successful candidates will be attentive to details and both quick and accurate in handling multiple engagements. Maintain and analyze books and records Compile and review financial statements Assist with banking relationships Preparation and review of individual, corporate, and partnership tax returns Providing complete and accurate work papers Offer feedback to improve efficiency and enhance profit Assist in the selection of appropriate software Design and implement accounting systems and processes What Skills You'll Bring: 3-6 year’s public accounting experience CPA or CPA eligible, a must Strong accounting skills Strong tax preparation skills related to individual, corporate, and partnership tax returns Strong computer skills in Excel, Word, and tax preparation software Competency regarding the compilation and review of financial statements preferred How You'll Stand Out: Excellent communication skills, both verbal and written Bilingual or conversational in Spanish Proficient with QuickBooks Healthcare, Real Estate & Construction, or Wholesale/Manufacturing industry-specific experience Benefits We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Posted 30+ days ago

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Brady MartzFargo, ND
Managers may work as the engagement lead or under the direct supervision of Senior Managers dependent upon the nature of the client engagement. Managers must have strong communication skills as they interact with both the client and firm team members. They also must have excellent organizational skills as they coordinate several engagements simultaneously while meeting set deadlines. They train and lead senior associates and associates, instruct them in work to be performed, review the work completed, provide feedback, and direct necessary revisions. Works as part of a team to provide audit engagement and/or tax services for clients Tax: Reviews mid to high level business tax and individual income tax returns  Tax: Advises clients regarding a full spectrum of tax services Tax: Oversees complex tax research projects Tax: Manages tax accounting projects to meet client needs within a specified time frame  Audit: Lead audit engagement teams to ensure all components of the audit are performed including gathering information from the client, leading planning meetings, performing risk assessment, overseeing fieldwork procedures, and seeing the audit report through to final issuance Oversees and reviews work of Senior Associates and Associates including training and mentoring Uses excellent judgment and analysis to prepare and review accounting-related reports and provide financial analysis in an effort to improve client internal controls and accounting procedures Manages client relationships by monitoring client needs Is a key point of contact for the client on day-to-day accounting matters Provides feedback to Senior Managers and Shareholders Participates in the area of business development Utilized cloud-based technology and other audit software Seeks out opportunities to improve the client relationship and cross sell other BMA services Requirements Bachelor’s Degree in Business required, a Bachelors in Accounting preferred 5+ years of accounting required including experience managing staff, preferably in public accounting Licensed CPA or CMA license preferred Understanding of GAAP and GAAS Strong technology skills Ability to work on multiple projects and meet deadlines Ability to communicate clearly in writing and verbally Team player Ability to think innovatively Benefits Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.

Posted 30+ days ago

Knowhirematch logo
KnowhirematchLos Angeles, CA
We are a profitable, well-established regional CPA firm seeking a Tax Senior to join our growing team. This role offers a balanced work-life environment, strong benefits, and a clear path to career progression. You'll have the opportunity to work with both SEC and closely held clients across a range of industries. Key Responsibilities: Review and approve complex tax returns and assist in government tax examinations. Manage and delegate tax preparation responsibilities, especially for larger and more complex business returns. Provide technical guidance and support to clients and internal staff. Ensure all client work is completed accurately, efficiently, and within budget. Actively participate in client meetings and tax planning initiatives. Serve as a resource for tax and A&A staff on specific technical tax matters. Maintain responsibility for assigned client relationships and service delivery. Represent clients before appropriate taxing authorities when necessary. Oversee the timely and accurate flow of tax returns through the preparation process. Contribute to firm development activities, including involvement with community and industry organizations. Supervisory Responsibilities: Train, mentor, and develop junior staff including Supervising Seniors, Seniors, Semi-Seniors, and Staff Accountants. Participate in staff evaluations and tax department reviews. Assist in identifying training needs and delivering technical instruction to team members. Requirements Required Qualifications: 3–7 years of current public accounting experience with increasing tax complexity and scope. Experience with international tax consulting and compliance. Familiarity with U.S. domestic and international tax compliance for high-net-worth individuals, pass-through entities, and corporations. Knowledge of international tax topics including Subpart F, GILTI, PFIC, foreign tax credits, and income tax treaties. At least 1 year of experience supervising and directing tax staff. Bachelor’s degree in Accounting (Master’s in Taxation preferred). Fluent in Japanese Preferred Qualifications: CPA license (or progress toward CPA certification). Strong client service orientation and ability to manage multiple engagements. Solid understanding of technical tax issues and planning strategies. Benefits Benefits: Competitive compensation with large potential bonuses. 5% employer contribution to your 401(k) plan. Comprehensive benefits package. Reasonable work-life balance. Clear career advancement opportunities and leadership development.

Posted 30+ days ago

Kaufman Rossin logo
Kaufman RossinBoca Raton, FL
Why We Stand Out Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you! As one of the top accounting firms in the country, our foundation is “people first”. In the words of James Kaufman, “We prioritize our people, their development, and their well-being…Our values are translated into action every day…People see that management is caring and has a priority in their well-being. Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? How You’ll Contribute: Kaufman Rossin is seeking a Tax Manager with Real Estate industry experience to join our dynamic team in Miami. This important role includes client relationships, technical tax compliance and consulting work, and managing staff. Reviewing individual and non-individual tax returns Assisting entire Tax practice in resolving day-to-day tax issues Communicating with federal and state tax authorities as needed Researching complex tax issues Managing engagement planning Mentoring and training staff Business development Requirements What Skills You’ll Bring: 6 - 8 years of recent experience with strong tax compliance and research background, specific to Real Estate clients CPA MS in Taxation preferred Public accounting experience required Strong team player and a commitment to high quality, detailed work Ability to deal with clients and possess “executive presence” Strong computer skills, with experience in a paperless environment How You’ll Stand Out: Self-starter with ability to deal with multiple priorities Passion for client service and strong communication skills Bilingual (English and Spanish) Benefits We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Posted 30+ days ago

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Brady MartzSioux Falls, SD
As an Associate Accountant specializing in Tax/Audit at Brady Martz, you will have the opportunity to work with clients from various industries and gain experience in the firm's multiple lines of business. In this role, you will be responsible for completing work assignments in a timely manner, ensuring the quality of work performed. Key responsibilities: Assisting with audits, reviews, compilations, and other assurance services for clients Preparing individual, corporate, partnership, and other types of tax returns Preparing financial statements, related disclosures, and other required reports Using excellent judgment and analysis to prepare and review workpapers and supporting documentation in conformity with applicable professional standards Drafting and reviewing reports, financial statements, and other engagement deliverables Exercising discretion and judgment when working with client matters Performing research utilizing various resources Participating in business development activities Utilizing cloud-based technology and firm audit software Requirements Bachelor's Degree in Business, Accounting, or a related field; Required Licensed CPA or working towards obtaining CPA or CMA license; Preferred Understanding of GAAP and GAAS Strong technology skills Ability to work on multiple projects and meet deadlines Ability to communicate clearly in writing and verbally Team player Ability to think innovatively Benefits Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.

Posted 30+ days ago

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Wilson Hand LLCAnaheim, CA
Position Summary The Relationship Manager (RM) is a senior business development and client relationship role responsible for cultivating, converting, and managing Strategic Partners (SPs) and high-net-worth clients for Wilson Hand. This position requires an understanding of private wealth planning, tax-efficient strategies, and legal solutions tailored to affluent individuals and families. The RM represents the WH/Hancock Martin team and serves as the primary liaison between Strategic Partners, their clients, and Wilson Hand's suite of tax mitigation and wealth preservation services. Relationship Managers leverage their expertise in private wealth law, tax planning, financial planning, and business valuation to identify and engage Strategic Partners and their client base, to partner with WHHM. The RM takes a team approach, guiding clients and partners through the entire transaction lifecycle while maintaining the highest standards of professional service expected in the private wealth industry. Relationship Managers report directly to the Chief Revenue Officer. Must live in the Southern California Region which stretches from Santa Barbara to San Diego. YOU WILL NOT BE CONSIDERED FOR THIS POSITION IF YOU LIVE OUTSIDE OF THE REGION SPECIFIED ABOVE Requirements Required Background & Qualifications Candidates must demonstrate professional expertise and credibility within the private wealth sector, including but not limited to: Education & Credentials: ● A demonstrated focus on private wealth, tax, or business law ● CPA credential or significant accounting/tax background strongly preferred ● Additional credentials such as CFP, enrolled agent status, or business valuation certifications are valued but not required. Professional Experience: ● Minimum 7+ years in private wealth management, tax planning, financial planning, or related advisory disciplines ● Demonstrated success in business development and relationship management with high-net-worth individuals and families ● Background in tax strategy development, business succession planning, wealth preservation, or estate planning ● Experience with business brokers, M&A professionals, or transaction intermediaries ● Proven track record of managing complex client relationships and converting prospects into long-term partnerships ● Sales experience targeting or servicing HNWI clientele and strategic business partners Benefits Key Responsibilities Develop, Nurture & Manage Relationships – Build and sustain meaningful professional relationships with Strategic Partners and their clients, positioning Wilson Hand as a trusted advisor for sophisticated tax and wealth planning solutions. Strategic Partner Conversion – Meet with qualified leads generated by the Lead Generation Department and convert prospects into active Strategic Partners through consultative selling and demonstration of expertise. Client Portfolio Management – Maintain and grow assigned client and SP portfolios with a focus on retention, satisfaction, and expanding service utilization. Tailored Solution Development – Assess client circumstances and recommend customized private wealth solutions, including core tax strategies, capital gains mitigation, alternative risk planning, and business succession planning. Identify Upsell & Cross-Sell Opportunities – Actively identify additional opportunities to expand service offerings to existing clients and partners based on their evolving needs. Client Issue Resolution – Serve as the primary problem-solver and advocate for clients, ensuring all requests and concerns are addressed professionally and promptly. Strategic Partner Training & Support – Provide comprehensive training, marketing materials, and ongoing support to Strategic Partners regarding Wilson Hand's tax products and service offerings. Cross-Functional Collaboration – Work closely with support teams, the Regional Director, and technical specialists to ensure seamless execution of client engagements and deal progression. 9.CRM Management & Reporting – Accurately document all prospect interactions, Strategic Partner information, client profiles, and deal progression activities in Zoho to enable accurate forecasting, reporting, and relationship management. Expectations ● Conduct 10-15 prospecting meetings per week with Strategic Partner leads via Teams or other scheduled formats, targeting a 50% conversion rate to active partnerships. ● Maintain professional relationships with all onboarded Strategic Partners and prospective leads, demonstrating Wilson Hand's commitment to partnership excellence. ● Enter and maintain comprehensive information on all Strategic Partners, clients, activities, and deal progression in Zoho on a timely basis. ● Provide Strategic Partners with training materials, ongoing education, and resources regarding Wilson Hand's private wealth tax products. ● Represent Wilson Hand professionally and authoritatively in all client and partner interactions, leveraging your expertise to establish credibility and trust. Maintain confidentiality and adhere to all applicable legal, regulatory, and ethical standards governing private wealth advisory services. Key Performance Indicators Client Development: ● Meet with 100 Core Tax leads annually (8/month or 2/week) ● Convert 50 Core Tax clients annually (4/month or 1/week) ● Meet with 125 CGT leads annually (11/month or 3/week) ● Convert 12 CGT clients annually (1/month) ● Meet with 125 ARP leads annually ● Convert 25 ARP clients annually (2/month) Client Success & Growth: ● Client retention and satisfaction scores ● Product penetration and expansion revenue per client ● Strategic Partner activation and ongoing engagement metrics ● Revenue growth trajectory across assigned client base

Posted 30+ days ago

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Tax Manager

DUGGAN BERTSCH, LLCChicago, IL

$145,000 - $160,000 / year

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Job Description

About DB Tax & Accounting (DBTA)What truly sets DBTA apart is our entrepreneurial culture, commitment to people, and focus on long-term professional growth. We are a team of highly skilled accounting professionals who value collaboration, curiosity, and continuous learning. At DBTA, your career trajectory is not limited—your ideas matter, your development is supported, and your success is celebrated.DBTA is a full-service accounting firm dedicated to serving the complex needs of Private Clients, including ultra-high-net-worth and emerging-wealth individuals—entrepreneurs, athletes, entertainers, and business owners. We handle a wide range of tax matters, including:Trust, Corporate, Individual, Estate & Gift, Captive Insurance, Partnership, Private Foundation, and International taxation.Job Summary: Tax ManagerDBTA is seeking a motivated and experienced Tax Manager to join our expanding team. In this role, you will manage tax compliance and planning engagements for our UHNW clients while leading and mentoring a team of tax professionals. The ideal candidate brings significant technical expertise, strong leadership capabilities, and a passion for providing strategic, high-touch service.This is an opportunity to join a firm where your voice has impact, your career can accelerate quickly, and you will work closely with Partners who are truly invested in your growth.ResponsibilitiesLeadership & Management
  • Lead, coach, and mentor a team of tax professionals in a supportive, high-performance environment.
  • Collaborate with DBTA Partners on recruitment, training, and ongoing professional development initiatives.
Tax Compliance & Planning
  • Manage and review complex tax returns for individuals, trusts, partnerships, corporations, private foundations, and international entities.
  • Ensure full compliance with federal, state, and international tax regulations.
  • Develop and implement tax strategies aligned with clients’ personal and financial goals.
Client Engagement
  • Build strong relationships with UHNW clients, understanding their unique financial situations.
  • Provide insightful guidance on year-end planning, estate and gift strategies, and captive insurance planning.
Strategic Advisory
  • Stay current on evolving tax laws and industry changes, ensuring DBTA delivers the highest standard of expertise.
  • Advise Partners on the tax implications of investments, business deals, wealth planning, and major financial decisions.
Qualifications
  • Bachelor’s degree in Accounting, Taxation, or related field.
  • CPA required.
  • Minimum 8 years of tax planning and compliance experience, including at least 1 year in a leadership role serving UHNW clients.
Skills
  • Deep knowledge of federal, state, and international tax law.
  • Demonstrated ability to manage complex tax matters and deliver strategic advice.
  • Strong leadership, communication, and relationship-building skills.
  • Proficiency in Microsoft Office Suite; experience with CCH preferred.
Why DBTA? The Benefits of Growing Your Career With Us
  • Medical, Dental, and Vision insurance.
  • Immediate 401(k) participation with 100% vested match after 1 year.
  • Company-paid life and long-term disability insurance.
  • HSA, HRA, and FSA options.
  • Dynamic, inclusive culture where your ideas and development truly matter.
  • Significant opportunities for professional growth and continuous learning.
  • A workplace that values balance, well-being, and long-term career success.
  • Paid holidays and unlimited PTO.
  • Hybrid work available.
The salary range for this position is between $145,000 – $160,000 annually#DBTA

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