Tax & Accounting Associate

Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax returns and client communications. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. Salary range: $175,000 - $225,000   Essential Functions: 1.     Performs technical tax review and approval of individual, trusts, estates, and related entities tax returns to ensure accuracy and compliance with tax laws and regulations. 2.     Assumes full responsibility for larger tax returns and delegates to the various tax staff as deemed necessary. 3.     Delegates, manages, and performs tax research projects to achieve an accurate and efficient product. 4.     Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning, and estate planning to assist the Audit and Client Services Departments with clients. 5.     Acts as a resource for tax and audit staff on training and development as well as specific tax issues and/or questions. 6.     Communicates to the appropriate firm personnel important tax and tax developments affecting the firm's clients. 7.     Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities. 8.     Maintains familiarity with qualifications of tax staff members; makes appropriate assignments based on skills and engagement requirements. 9.     Works to develop staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor and coach in professional development programs. 10.  Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete, and timely preparation and delivery of all clients' tax returns. 11.  Possesses a complete knowledge of the firm's philosophy and its opinions on tax matters. 12.  Maintains knowledge of general economic and political trends including tax or other legislation that could affect the business climate. 13.  Participates in firm's marketing efforts through involvement with referral sources, community, and industry activities. 14.  Technical expertise in international tax issues and forms including Forms 706, 5227, and 1041. Other Functions: Prepares other reports and projects as requested from time to time by the partners. Researches and evaluates tax preparation and tax research software for recommendation to partners. Performs such other duties as may be assigned. Requirements Educational and Experience Requirements: Bachelor's degree in accounting required; Master's degree in taxation preferred. 6-12 years of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management capabilities. A minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements. Must participate regularly in career development program to improve managerial, communication, and people skills. Required Licenses, Certificates, Knowledge, or Skills: A current and valid certified public accountant's license is required. Must be a member in good standing with the AICPA. Proficiency in use of computer tax preparation, tax research, tax planning software programs and applicable office equipment and systems.   Benefits This is a full-time position. Our office is located two blocks from the Bethesda Metro Station (red line). Our benefits include a 401(k) plan with profit sharing, 100% paid individual medical, life and disability insurance, student loan repayment, and a culture that fosters flexibility and career development. We look forward to hearing from you! GRF CPAs & Advisors is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability. At GRF CPAs and Advisors, we cultivate an inclusive business environment where all employees are valued for their unique contributions to our mission to provide exceptional financial, tax and consulting services to our clients in the US and around the world.

Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax returns and client communications. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. Salary range: $175,000 - $225,000   Essential Functions: 1.     Performs technical tax review and approval of individual, trusts, estates, and related entities tax returns to ensure accuracy and compliance with tax laws and regulations. 2.     Assumes full responsibility for larger tax returns and delegates to the various tax staff as deemed necessary. 3.     Delegates, manages, and performs tax research projects to achieve an accurate and efficient product. 4.     Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning, and estate planning to assist the Audit and Client Services Departments with clients. 5.     Acts as a resource for tax and audit staff on training and development as well as specific tax issues and/or questions. 6.     Communicates to the appropriate firm personnel important tax and tax developments affecting the firm's clients. 7.     Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities. 8.     Maintains familiarity with qualifications of tax staff members; makes appropriate assignments based on skills and engagement requirements. 9.     Works to develop staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor and coach in professional development programs. 10.  Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete, and timely preparation and delivery of all clients' tax returns. 11.  Possesses a complete knowledge of the firm's philosophy and its opinions on tax matters. 12.  Maintains knowledge of general economic and political trends including tax or other legislation that could affect the business climate. 13.  Participates in firm's marketing efforts through involvement with referral sources, community, and industry activities. 14.  Technical expertise in international tax issues and forms including Forms 706, 5227, and 1041. Other Functions: Prepares other reports and projects as requested from time to time by the partners. Researches and evaluates tax preparation and tax research software for recommendation to partners. Performs such other duties as may be assigned. Requirements Educational and Experience Requirements: Bachelor's degree in accounting required; Master's degree in taxation preferred. 6-12 years of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management capabilities. A minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements. Must participate regularly in career development program to improve managerial, communication, and people skills. Required Licenses, Certificates, Knowledge, or Skills: A current and valid certified public accountant's license is required. Must be a member in good standing with the AICPA. Proficiency in use of computer tax preparation, tax research, tax planning software programs and applicable office equipment and systems.   Benefits This is a full-time position. Our office is located two blocks from the Bethesda Metro Station (red line). Our benefits include a 401(k) plan with profit sharing, 100% paid individual medical, life and disability insurance, student loan repayment, and a culture that fosters flexibility and career development. We look forward to hearing from you! GRF CPAs & Advisors is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability. At GRF CPAs and Advisors, we cultivate an inclusive business environment where all employees are valued for their unique contributions to our mission to provide exceptional financial, tax and consulting services to our clients in the US and around the world.

Celtic Bank is growing, and we are looking for an experienced Internal Auditor Manager to join the team. The Internal Auditor Manager will lead in the planning, completing, and reporting of internal audits covering the bank product and service offerings. The Internal Auditor Manager will evaluate processes and internal controls supporting continued adherence with operational procedures and financial protocols. Additionally, methods of maintaining compliance with regulatory requirements will be examined. During the course the work, root causes of identified issues will be developed so controls and/or processes can be effectively enhanced. The Internal Auditor Manager may also participate in consultative projects performed by the department and special assignments. In addition, the Internal Auditor Manager may also engage in reviewing team members’ work for its adequacy and proper completion. This position is a Hybrid role open to Internal auditors based in Utah or those out of state that are planning on relocating. Are you ready for the next step? Please apply! Responsibilities: Develop and lead well-designed audit testing programs to assess potential credit, operational, regulatory, and/or financial risks faced by the bank. Effectively execute testing that provides a comprehensive evaluation and sound foundation supporting conclusions reached. Conduct appropriate audit procedures to verify internal controls are well designed and operating effectively, while identifying control gaps and opportunities for improvement, with limited supervision. Review audit work and coach other team members providing thought leadership. Assess risks within areas of bank operations, regulatory compliance, and credit activities. Clearly document test results and areas of concern in sufficient detail to inform on what actions are required. Complete work that complies with departmental procedures and objectives while adhering to accepted audit standards. Develop necessary corrective action plans collaboratively with business partners. Promptly prepare concise, objective, written reports with value-added observations and solutions for management and the Audit Committee. Track and monitor through closure measures taken within the business to address deficiencies noted during audits. Effectively review and challenge audit work to ensure adherence to stated objectives, procedures, and standards. Detail oriented and possess excellent interpersonal, organizational, and communication (verbal and written) skills. Ability to problem solve and work independently. Build and sustain collaborative working relationships with individuals being audited and across the organization through effective communications. Perform other audit, testing, and analytic duties as assigned. Requirements Undergraduate degree in Accounting, Finance, Business Administration, or other relevant field of study required. A graduate degree is helpful, but not essential. The ideal Internal Audit Manager will have at least 5-7 years of experience in public accounting, internal audit, or with a financial institution. Previous experience in extending commercial credit, portfolio management, regulatory compliance, or other relevant experience is desired. Experience with credit administration and related operational lending activities, as well as completing annual FDICIA/SOX testing programs. Sound knowledge of federal and state banking rules and regulations. Professional certifications such as Certified Public Accountant (CPA), Certified Internal Auditor (CIA), or CRCM are desired. A working knowledge of Institute of Internal Auditor standards, Generally Accepted Auditing Standards (GAAP), and the COSO framework. A self-motivated, results-oriented professional with experience and success working in a collaborative environment. Demonstrated time management and planning skills with the ability to prioritize competing activities and deliverables in a deadline-driven environment. Strong technical skills with exposure to the common audit and analytic software platforms. An ability to effectively communicate clearly and explain more complex concepts and information in an understandable form. Proficiency in Microsoft Office (e.g. Word, Excel, PowerPoint, Access and Outlook) and web-based applications. Possess a great attitude and professional disposition with both team members and business stakeholders, especially while handling deadlines, delays, and setbacks. Benefits BENEFITS Medical, dental, vision 401(k) with employer match Life and long-term disability coverage HSA and FSA plans Holidays and paid time off requests Robust wellness program (we’re talking catered meals three times a weeks, lunch and learns, and onsite gym.) Headquartered in the heart of downtown Salt Lake City, Utah, Celtic Bank was named a top SBA lender in the nation in 2024! Celtic Bank is a leading nationwide lender specializing in SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans and commercial construction loans. Celtic Bank is an equal opportunity employer and complies with all applicable federal, state and local fair employment practices laws. Physical and Other Requirements This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Stationary Work: The employee is frequently required to stand; walk; use hands to type, handle documents, and perform other office related duties. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Mobility: The employee in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc. Communicate: The employee is regularly required to talk or hear and will frequently communicate with others. Must be able to read, write and understand fluent English. Work Model: The employee in this position will work either a fully Onsite or Hybrid work model. All employees, regardless of location, may be required to travel to the Salt Lake City office for mandatory company meetings, events, or related occasions. Utah-based employees: Hybrid work schedule available after initial training period in our Salt Lake City, Utah office – department and job requirements will determine eligibility.

Celtic Bank is growing, and we are looking for an experienced Internal Auditor Manager to join the team. The Internal Auditor Manager will lead in the planning, completing, and reporting of internal audits covering the bank product and service offerings. The Internal Auditor Manager will evaluate processes and internal controls supporting continued adherence with operational procedures and financial protocols. Additionally, methods of maintaining compliance with regulatory requirements will be examined. During the course the work, root causes of identified issues will be developed so controls and/or processes can be effectively enhanced. The Internal Auditor Manager may also participate in consultative projects performed by the department and special assignments. In addition, the Internal Auditor Manager may also engage in reviewing team members’ work for its adequacy and proper completion. This position is a Hybrid role open to Internal auditors based in Utah or those out of state that are planning on relocating. Are you ready for the next step? Please apply! Responsibilities: Develop and lead well-designed audit testing programs to assess potential credit, operational, regulatory, and/or financial risks faced by the bank. Effectively execute testing that provides a comprehensive evaluation and sound foundation supporting conclusions reached. Conduct appropriate audit procedures to verify internal controls are well designed and operating effectively, while identifying control gaps and opportunities for improvement, with limited supervision. Review audit work and coach other team members providing thought leadership. Assess risks within areas of bank operations, regulatory compliance, and credit activities. Clearly document test results and areas of concern in sufficient detail to inform on what actions are required. Complete work that complies with departmental procedures and objectives while adhering to accepted audit standards. Develop necessary corrective action plans collaboratively with business partners. Promptly prepare concise, objective, written reports with value-added observations and solutions for management and the Audit Committee. Track and monitor through closure measures taken within the business to address deficiencies noted during audits. Effectively review and challenge audit work to ensure adherence to stated objectives, procedures, and standards. Detail oriented and possess excellent interpersonal, organizational, and communication (verbal and written) skills. Ability to problem solve and work independently. Build and sustain collaborative working relationships with individuals being audited and across the organization through effective communications. Perform other audit, testing, and analytic duties as assigned. Requirements Undergraduate degree in Accounting, Finance, Business Administration, or other relevant field of study required. A graduate degree is helpful, but not essential. The ideal Internal Audit Manager will have at least 5-7 years of experience in public accounting, internal audit, or with a financial institution. Previous experience in extending commercial credit, portfolio management, regulatory compliance, or other relevant experience is desired. Experience with credit administration and related operational lending activities, as well as completing annual FDICIA/SOX testing programs. Sound knowledge of federal and state banking rules and regulations. Professional certifications such as Certified Public Accountant (CPA), Certified Internal Auditor (CIA), or CRCM are desired. A working knowledge of Institute of Internal Auditor standards, Generally Accepted Auditing Standards (GAAP), and the COSO framework. A self-motivated, results-oriented professional with experience and success working in a collaborative environment. Demonstrated time management and planning skills with the ability to prioritize competing activities and deliverables in a deadline-driven environment. Strong technical skills with exposure to the common audit and analytic software platforms. An ability to effectively communicate clearly and explain more complex concepts and information in an understandable form. Proficiency in Microsoft Office (e.g. Word, Excel, PowerPoint, Access and Outlook) and web-based applications. Possess a great attitude and professional disposition with both team members and business stakeholders, especially while handling deadlines, delays, and setbacks. Benefits BENEFITS Medical, dental, vision 401(k) with employer match Life and long-term disability coverage HSA and FSA plans Holidays and paid time off requests Robust wellness program (we’re talking catered meals three times a weeks, lunch and learns, and onsite gym.) Headquartered in the heart of downtown Salt Lake City, Utah, Celtic Bank was named a top SBA lender in the nation in 2024! Celtic Bank is a leading nationwide lender specializing in SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans and commercial construction loans. Celtic Bank is an equal opportunity employer and complies with all applicable federal, state and local fair employment practices laws. Physical and Other Requirements This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Stationary Work: The employee is frequently required to stand; walk; use hands to type, handle documents, and perform other office related duties. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Mobility: The employee in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc. Communicate: The employee is regularly required to talk or hear and will frequently communicate with others. Must be able to read, write and understand fluent English. Work Model: The employee in this position will work either a fully Onsite or Hybrid work model. All employees, regardless of location, may be required to travel to the Salt Lake City office for mandatory company meetings, events, or related occasions. Utah-based employees: Hybrid work schedule available after initial training period in our Salt Lake City, Utah office – department and job requirements will determine eligibility.

Aardvark Tax Advisors, LLC, is the fast-growing accounting practice of Cynch AI, with offices located in the SF Bay Area.  We are dedicated to providing superior tax preparation, accounting, and advisory services to a diverse range of clients by embracing cutting-edge technology. With a commitment to professionalism, reliability, and continuous improvement, we are seeking experienced Tax Associates to join our dynamic team and help deliver the exceptional client service we strive to provide. If you are passionate about making a difference in the financial well-being of individuals and businesses, we would love to hear from you.   Job Overview Tax Senior Managers are responsible for ensuring the delivery of high-quality tax services to clients. This individual will work closely with a team of tax professionals and our client advocates to manage client relationships, deliver complex tax planning and compliance, and drive the growth of the practice’s tax practice. The ideal candidate is a CPA with 10+ years of experience in tax, a proven track record of working across large teams, and strong technical expertise in tax law and compliance.   Key Responsibilities Client Relationship Management: Serve as the primary point of contact for key clients on complex issues, managing high-level tax planning, compliance, and consulting engagements. Build and maintain strong client relationships by providing strategic tax advice, identifying tax-saving opportunities, and addressing client concerns. Ensure client satisfaction by delivering timely, accurate, and proactive tax solutions tailored to each client’s needs.   Tax Compliance & Planning: Lead the preparation and review of complex tax returns for corporations, partnerships, individuals, trusts, and estates, ensuring compliance with federal, state, and local tax laws. Provide advanced tax planning strategies, focusing on minimizing tax liabilities and optimizing tax positions for clients. Stay current on changes in tax legislation and regulations, and advise clients on the impact of new laws or opportunities for tax savings.   Practice Development: Identify opportunities to expand services with existing clients, offering additional value-added services in tax and other related areas. Lead and manage tax professionals, providing mentorship, guidance, and support to ensure high performance and professional development. Conduct regular performance evaluations, provide feedback, and support the professional growth of team members through training and development programs. Monitor and manage tax risks for both the practice and clients, ensuring that tax positions taken are defensible and aligned with the practice’s ethical standards. Requirements Certified Public Accountant (CPA) designation or Enrolled Agent (EA) required. 10+ years of experience in public accounting or tax, with a focus on tax compliance, planning, and advisory services. Proven experience managing and leading professionals. Strong technical knowledge of federal, state, and local tax regulations, including experience with complex tax returns and planning. Excellent communication and client relationship management skills, with a proven ability to manage multiple clients and projects simultaneously. Demonstrated leadership abilities, including mentoring and developing staff. Proficiency in tax software (e.g., UltraTax, Axcess Tax, Lacerte) and Microsoft Office Suite (Excel, Word).   Preferred Skills Master’s degree in Business Administration, Taxation or other related field. Strong business development and networking skills, with a track record of growing client relationships and practice areas. Familiarity with project management tools and techniques to streamline workflow and improve team efficiency.   Working Conditions Office-based position in Santa Cruz or Cupertino with the potential for occasional remote work depending on practice policies. Flexibility to work extended hours during peak tax season and when necessary to meet client deadlines. Occasional travel may be required for client meetings or practice events. Benefits What We're Offering: Impact & Influence – A key leadership role shaping the future of our company and industry. A Culture of Collaboration – Transparency, inclusiveness, and a team where every voice matters. Flexible Work Environment – Remote and hybrid work options to attract the best talent, regardless of location. Competitive Compensation – A strong salary and equity package—you’ll share in our success. Comprehensive Benefits – Health, dental, vision, 401(k) with match, and more. If you're ready to be a pioneer in the accounting industry, eager to put your skills to work, and excited about making a significant impact in a dynamic team, we're eager to meet you. Let's reinvent accounting with AI.

Aardvark Tax Advisors, LLC, is the fast-growing accounting practice of Cynch AI, with offices located in the SF Bay Area.  We are dedicated to providing superior tax preparation, accounting, and advisory services to a diverse range of clients by embracing cutting-edge technology. With a commitment to professionalism, reliability, and continuous improvement, we are seeking experienced Tax Associates to join our dynamic team and help deliver the exceptional client service we strive to provide. If you are passionate about making a difference in the financial well-being of individuals and businesses, we would love to hear from you.   Job Overview Tax Senior Managers are responsible for ensuring the delivery of high-quality tax services to clients. This individual will work closely with a team of tax professionals and our client advocates to manage client relationships, deliver complex tax planning and compliance, and drive the growth of the practice’s tax practice. The ideal candidate is a CPA with 10+ years of experience in tax, a proven track record of working across large teams, and strong technical expertise in tax law and compliance.   Key Responsibilities Client Relationship Management: Serve as the primary point of contact for key clients on complex issues, managing high-level tax planning, compliance, and consulting engagements. Build and maintain strong client relationships by providing strategic tax advice, identifying tax-saving opportunities, and addressing client concerns. Ensure client satisfaction by delivering timely, accurate, and proactive tax solutions tailored to each client’s needs.   Tax Compliance & Planning: Lead the preparation and review of complex tax returns for corporations, partnerships, individuals, trusts, and estates, ensuring compliance with federal, state, and local tax laws. Provide advanced tax planning strategies, focusing on minimizing tax liabilities and optimizing tax positions for clients. Stay current on changes in tax legislation and regulations, and advise clients on the impact of new laws or opportunities for tax savings.   Practice Development: Identify opportunities to expand services with existing clients, offering additional value-added services in tax and other related areas. Lead and manage tax professionals, providing mentorship, guidance, and support to ensure high performance and professional development. Conduct regular performance evaluations, provide feedback, and support the professional growth of team members through training and development programs. Monitor and manage tax risks for both the practice and clients, ensuring that tax positions taken are defensible and aligned with the practice’s ethical standards. Requirements Certified Public Accountant (CPA) designation or Enrolled Agent (EA) required. 10+ years of experience in public accounting or tax, with a focus on tax compliance, planning, and advisory services. Proven experience managing and leading professionals. Strong technical knowledge of federal, state, and local tax regulations, including experience with complex tax returns and planning. Excellent communication and client relationship management skills, with a proven ability to manage multiple clients and projects simultaneously. Demonstrated leadership abilities, including mentoring and developing staff. Proficiency in tax software (e.g., UltraTax, Axcess Tax, Lacerte) and Microsoft Office Suite (Excel, Word).   Preferred Skills Master’s degree in Business Administration, Taxation or other related field. Strong business development and networking skills, with a track record of growing client relationships and practice areas. Familiarity with project management tools and techniques to streamline workflow and improve team efficiency.   Working Conditions Office-based position in Santa Cruz or Cupertino with the potential for occasional remote work depending on practice policies. Flexibility to work extended hours during peak tax season and when necessary to meet client deadlines. Occasional travel may be required for client meetings or practice events. Benefits What We're Offering: Impact & Influence – A key leadership role shaping the future of our company and industry. A Culture of Collaboration – Transparency, inclusiveness, and a team where every voice matters. Flexible Work Environment – Remote and hybrid work options to attract the best talent, regardless of location. Competitive Compensation – A strong salary and equity package—you’ll share in our success. Comprehensive Benefits – Health, dental, vision, 401(k) with match, and more. If you're ready to be a pioneer in the accounting industry, eager to put your skills to work, and excited about making a significant impact in a dynamic team, we're eager to meet you. Let's reinvent accounting with AI.