REMOTE - Senior Tax Manager - Private Client Services

Overview

A rapidly growing private client tax advisory firm is seeking a Senior Tax Manager to join their remote team. The firm specializes in proactive, year-round tax strategy for high-net-worth individuals, founders, tech executives, fund managers, real estate investors, and owner-operated businesses. This role focuses on strategic, integrated tax planning beyond compliance work.

Responsibilities

• Provide strategic tax planning and advisory services to sophisticated high-net-worth clients
• Manage complex tax needs involving closely held businesses and passthrough entities
• Utilize modern technology and AI-driven workflows to enhance tax advisory services
• Build and maintain genuine client relationships
• Collaborate in a fast-growing environment with opportunities for upward mobility

Requirements

• Bachelor's Degree in Accounting or a related field
• CPA or Enrolled Agent (EA) certification
• Minimum of 5 years of tax experience at a Top 100 CPA firm
• Expertise in high-net-worth individuals, closely held businesses, and passthrough entities
• Experience with CCH Axcess tax software

Preferred Qualifications

• Master's degree in Taxation
• Strong technical knowledge of foreign filings (e.g., Forms 5471, 8865)
• Experience with Qualified Small Business Stock (QSBS)

Compensation & Benefits

• Salary range: $140,000 - $170,000 per year
• Equity options available for all employees
• Unlimited paid time off
• 100% healthcare coverage for employees; majority coverage for family members
• Entrepreneurial work environment with rapid career advancement opportunities

Location

• This is a remote position

Equal Opportunity Employer Statement

The employer provides an inclusive work environment and considers all qualified candidates without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information, or any other protected category under applicable laws. Background checks may be conducted with authorization, and candidates with criminal histories will be considered in compliance with relevant laws.

By applying, candidates agree to receive communications via calls, AI-generated calls, text messages, or emails related to the recruitment process.