Overview
Salary: $100,000 – $180,000 (DOE)
Location: Remote in U.S. excluding PST candidates, HI, AK, and NY
Work schedule requirement: must work in Eastern hours
This role is for a CPA-level tax professional to serve as the primary advisor for a portfolio of high-net-worth and closely held business clients, with a focus on complex tax analysis and planning.
Responsibilities
- Serve as the primary advisor for a portfolio of high-net-worth and closely held business clients
- Perform and review complex tax calculations, analysis, and planning initiatives
- Identify tax risks and opportunities and communicate recommendations to clients and their advisors
- Collaborate with firm leadership on technical research and consulting engagements
- Build trusted relationships with clients, attorneys, CPAs, and financial professionals
- Deliver high-level client service while maintaining exceptional technical accuracy
Requirements
- CPA required
- Strong technical tax skills with experience handling complex issues and structures
- Experience working directly with clients and serving as a trusted advisor
- Excellent communication and relationship-building abilities
- Demonstrated career progression and professional stability
- Desire to develop expertise within a highly specialized consulting practice
Preferred Qualifications
- 5–7 years of public accounting tax experience preferred
- Current Tax Manager, Senior Tax Manager, or strong Manager-track candidate
Compensation & Benefits
- Salary: $100,000 – $180,000 (DOE)
Location
Remote in U.S. excluding PST candidates, HI, AK, and NY
Work schedule requirement: must work in Eastern hours