FTE Tax | Candidate ID #17612386

• Certifications: CPA in process
• Education: BS Accounting
• Experience (years): 7+ years accounting and tax experience
• Work experience (detail):  All in public accounting
  • 7+ tax seasons preparing tax filings for HNWIs
  • Proactive tax planning, strategies, year end financials
  • Lead and mentor junior tax team
• Client niches: Real Estate, HNWIs, Medical Practices, Law Firms
• Tech Stack: QB/QBO, CS Suite, UltraTax, Engagement
• Remote Work Experience: Y
• Salary: $100k, flexible, with benefits
• Time Zone: Eastern
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FTE Tax | Candidate ID #24558142

• Education: BA Accounting, MA
• Experience (years): 7 years in public accounting
• Work experience (detail): All in tax
  • Tax preparation; 80% individual returns/20% business returns
  • Client-facing; worked directly with clients
  • Tax research
• Client niches: SMB, Entrepreneurs, Restaurants, Medical
• Tech Stack: Drake, QuickBooks, Excel, etc.
• Remote Work Experience: Y
• Salary: $60k, flexible for fully remote
• Time Zone: Eastern
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FTE Tax | Candidate ID #24579536

• Certifications: CPA
• Education: BSBA Accounting
• Experience (years): 5+ years public accounting and tax experience
• Work experience (detail):  All with the same firm
  • Tax planning and advisory with HNWI clients
  • 90% review during past few tax seasons
  • Leads a team of 7+ associates
• Client niches: Real Estate, HNWIs, Medical Practices
• Tech Stack: QB/QBO, Axcess, ProSystem fx, Engagement
• Remote Work Experience: Y
• Salary: $130k, plus incentives and benefits
• Time Zone: Central
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FTE Tax | Candidate ID #24519812

• Certifications: CPA
• Education: BA Accounting
• Experience (years): 20+ years
• Work experience (detail): 7+ years with CPA firms
  • Tax preparation and review
  • Tax planning and advisory
  • Participated in business development
• Client niches: SMBs, Legal, Manufacturing, Real Estate, Tech
• Tech Stack: Ultra tax, Drake, Lacerte, Proseries, Pro System fx, CCH Axcess, QBO
• Remote Work Experience: Y
• Salary: $100k
• Time Zone: Eastern
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FTE Tax | Candidate ID #24603318

• Certifications: CPA
• Education: BBA, MS Accounting
• Experience (years): 10+ years of accounting and tax experience
• Work experience (detail): All in public accounting
  • Prepares and reviews tax returns
  • Client facing transaction advisory and tax planning
  • Leads tax practice, new client onboarding
• Client niches: Syndicated Real Estate Partnerships, Flow Throughs
• Tech Stack: QB/QBO, ProSystem fx, UltraTax, GoSystem, OneStream
• Remote Work Experience: Y
• Salary: $150k, flexible given incentives and benefits
• Time Zone: Eastern
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FTE Tax and Accounting | Candidate ID #24582482

• Certifications: CPA
• Education: BSBA, MS Accounting
• Experience (years): 10+ years tax and accounting experience
• Work experience (detail):  All in public accounting
  • Controller for a remote practice
  • Client facing, financial reviews, business advisory
  • Led a tax team of 3+, preparation and review
• Client niches: HNWIs, Hospitality, Pharmacies, Manufacturing, Services
• Tech Stack: QB/QBO, Accounting CS, UltraTax, Engagement, Workpapers
• Remote Work Experience: Y
• Goal: A remote tax and accounting role serving SMB clients
• Salary: $120k, flexible, incentives and benefits
• Time Zone: Eastern
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FTE Operations | Candidate ID # 24604248

• Education: BA
• Experience (years): 20+ years
• Work experience (detail): All in financial services
  • 10 years of client success experience
  • Onboarding, managing post-sale client experience, CRM
  • Strategic planning, team leadership
• Client niches: Hospitals, Restaurant Chains, Hospitality, Retail
• Tech Stack: Salesforce, SaaS, MS Office Suite, Tableau, Benchmark, etc.
• Remote Work Experience: Y
• Salary: $70 – $80k
• Time Zone: Central
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