Accounting Manager (remote)

Overview

A growing financial services firm is seeking an experienced Tax and Accounting Manager to join their team remotely. This role is suited for a finance professional who combines technical accounting expertise with client advisory services, working closely with business and individual clients to provide strategic tax guidance, financial reporting, and accounting solutions.

Responsibilities

• Manage and review preparation of individual, business, trust, and estate tax returns.
• Develop proactive tax planning strategies to help clients meet financial goals.
• Ensure compliance with federal, state, and local tax laws and regulations.
• Research tax legislation and communicate relevant updates to clients.
• Oversee bookkeeping, accounting operations, and financial reporting for business clients.
• Review financial statements and verify accuracy of accounting records.
• Monitor financial performance and recommend process improvements.
• Maintain accounting controls and ensure compliance with professional standards.
• Provide strategic tax and financial guidance as a trusted advisor.
• Collaborate with financial advisors to develop comprehensive client solutions.
• Build and maintain long-term client relationships through exceptional service.
• Help clients understand tax implications of financial and business decisions.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Active Certified Public Accountant (CPA) license or Enrolled Agent (EA) credential.
• 3–7 years of experience in public accounting, taxation, financial services, or wealth management.
• Strong knowledge of tax planning, accounting principles, and financial reporting.
• Excellent analytical, organizational, and problem-solving skills.
• Strong communication and client relationship management abilities.

Required Skills

• Experience advising high-net-worth individuals or privately owned businesses.
• Familiarity with accounting and tax software platforms.
• Experience managing multiple client engagements in a public accounting environment.

Compensation & Benefits

• Competitive salary.
• Fully remote work environment.
• Opportunity to work closely with financial advisors and clients.
• Professional development and career advancement opportunities.
• Collaborative and supportive team culture.
• Exposure to a diverse portfolio of tax and accounting engagements.

Equal Opportunity

The organization is committed to providing equal employment opportunities to all qualified applicants regardless of race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.