Overview
A remote, growth-oriented firm is seeking a Tax Manager who emphasizes strategic tax planning over traditional compliance. This role involves serving as a proactive, year-round advisor to high-performing entrepreneurs and real estate investors. The position offers leadership opportunities without timesheet requirements, empowering the manager to lead strategic conversations and help clients maximize their earnings.
Responsibilities
- Lead tax planning kickoff calls and quarterly advisory meetings.
- Design and implement advanced tax strategies such as cost segregation, 1031 exchanges, and depreciation optimization.
- Review client financials to identify missed planning opportunities and provide advice on entity structuring and compensation optimization.
- Prepare or review complex tax returns that reflect strategic planning rather than transactional data entry.
- Contribute to scaling the firm's advisory services and elevating technical standards.
- Mentor and guide team members to foster professional growth and a culture of excellence.
Requirements
- Minimum of 5 years of public accounting tax experience with a strong background in advisory services beyond compliance.
- Active CPA, EA, JD, or LLM in Tax is required.
- Deep expertise in business taxation, pass-through entities, and tax minimization strategies.
- Strong communication skills with confidence in leading client-facing discussions and translating complex tax laws into actionable advice.
- Strategic mindset focused on building exceptional advisory services rather than transactional work.
Compensation & Benefits
- Base salary ranging from $150,000 to $175,000 plus performance bonuses.
- 401(k) plan with company match.
- Health insurance with company contribution.
- Generous paid time off and paid parental leave.
- Technology stipend, continuing education support, and CPA support.
- Fully remote position with an advisory-first structure and no timesheet requirements.
Location
- This is a 100% remote position.
Candidates meeting the qualifications are encouraged to apply with a current resume and salary expectations.