Overview
- Salary: $100,000 – $150,000 (DOE)
- Location: Remote in U.S. EXCEPT CA, HI, AK, and NY
- Schedule requirement: must work in Eastern hours
This role supports sophisticated, high-net-worth individuals, executives, business owners, and their professional advisors in a specialized tax consulting environment. Work centers on complex tax analysis and planning rather than high-volume return preparation.
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
- S. issued CPA license required
- 5-7 years of progressive public accounting tax experience required
- Experience as a Tax Manager, Senior Tax Manager, or a strong Manager-track candidate
- Strong technical tax skills with experience handling complex issues and structures
- Experience working directly with clients and serving as a trusted advisor
Compensation & Benefits
- Salary: $100,000 – $150,000 (DOE)
Location
- Remote in U.S. EXCEPT CA, HI, AK, and NY
- Must work in Eastern hours