Overview
This role leads multiple client engagements covering corporate, partnership, and high-net-worth individual tax work. You will serve as the primary client relationship manager for key accounts in a fully remote environment, overseeing tax planning, compliance, and review processes for accuracy and timeliness.
Responsibilities
- Lead multiple client engagements across corporate, partnership, and high-net-worth individual tax work
- Serve as the primary client relationship manager for key accounts in a fully remote environment
- Oversee tax planning, compliance, and review processes to ensure accuracy and timeliness
- Collaborate with partners and staff to improve workflow efficiency and service delivery
- Review and sign off on complex tax returns (1120, 1120S, 1065, 1040 HNW)
- Manage client deliverables, deadlines, and advisory communications year-round
- Provide strategic tax planning, entity structuring, and transaction support
- Supervise and mentor tax staff, seniors, and managers across multiple engagements
Requirements
- Active CPA license required
- 7-12+ years of progressive tax experience in public accounting
- Strong experience with review-level work and client-facing advisory roles
- Deep knowledge of federal and state tax compliance across multiple entity types
Preferred Qualifications
- Experience with remote team leadership and workflow management tools (e.g., CCH, ProSystem, UltraTax, or similar)
- Strong client communication skills, including the ability to explain complex tax issues simply
- Experience with high-growth clients, private equity-backed companies, or HNW individuals
- Ability to manage multiple deadlines in a fast-paced, deadline-driven environment
Compensation & Benefits
- Competitive compensation with a performance-based bonus structure
- Comprehensive benefits including PTO, health coverage, and continuing education support
- Clear path to Partner or Director-level advancement
Location