Tax Manager
Location: Fully Remote (United States)
Salary: $120,000–$130,000 annually
Ready to take the next step in your tax leadership career?
Our client is a boutique tax strategy firm focused on helping high-net-worth and ultra-high-net-worth individuals and families implement sophisticated tax strategies designed to significantly reduce tax liability and build long-term wealth. Their collaborative approach and commitment to exceptional client service have made them a trusted advisor in the tax planning space.
What You'll Do:
• Lead and mentor a team of internal tax preparation professionals.
• Oversee workflow, performance, and training initiatives across the tax preparation function.
• Review and manage complex federal, state, and local tax returns for individuals, partnerships, corporations, and trusts.
• Serve as the final technical reviewer on complex tax matters and provide guidance to the team.
• Evaluate and improve tax preparation workflows to increase efficiency and accuracy.
• Leverage technology and automation to enhance the tax compliance process.
• Develop training materials and lead educational sessions on workflows and software processes.
• Manage tax audits, inquiries, and correspondence with tax authorities.
• Collaborate cross-functionally to deliver a comprehensive client service experience.
What You Bring:
• 5–8 years of progressive tax preparation and compliance experience.
• At least 2–3 years of management or supervisory experience.
• Bachelor's degree in Accounting, Finance, Taxation, or a related field; Master's degree in Taxation is a plus.
• CPA or EA designation required.
• Experience with tax preparation and workflow tools, including platforms such as G-Suite, CRM systems, and UltraTax.
• Strong knowledge of corporate and personal tax planning strategies.
• Additional experience in accounting, finance advisory, and/or consulting services is highly valued.
• Exceptional leadership, communication, analytical, and organizational skills.
• Ability to manage multiple priorities and thrive in a deadline-driven environment.
Why Join?
• Fully remote work environment
• Medical, dental, vision, life, and voluntary life insurance
• 401(k) with company match
• Paid vacation, sick time, and holidays
• Continuing education opportunities
• Team-building events
If you're a strategic tax leader who enjoys mentoring teams, improving processes, and solving complex tax challenges, we encourage you to apply.
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