Remote Tax Manager | Private Client Services | 50hr Busy Season

Overview

Tax Manager – Private Client Services

Remote | Up to $190,000+ Base + Bonus

A nationally recognized public accounting and advisory firm is expanding its Private Client Services practice and seeking an experienced Tax Manager. This role offers the chance to join a well-established firm known for its strong reputation, employee investment, and work-life balance, while maintaining the flexibility of an independent regional firm.

Responsibilities

• Manage tax compliance and planning services for high-net-worth individuals, families, trusts, estates, and closely held businesses
• Prepare and review complex individual tax returns (Form 1040) for high-net-worth clients
• Handle fiduciary tax returns (Form 1041) and estate tax returns (Form 706)
• Build and maintain long-term client relationships
• Oversee and mentor junior staff as needed

Requirements

• CPA required (Enrolled Agent or J.D. may be considered in select cases)
• Minimum of 7 years of public accounting tax experience
• Prior experience as a Tax Manager preferred
• Strong expertise in preparing and reviewing complex high-net-worth individual tax returns
• Experience with fiduciary (1041) and estate (706) tax returns
• Exposure to gift tax returns (709) is a plus

Compensation & Benefits

• Base salary range: $130,000–$190,000+ depending on experience
• Annual performance bonus
• Fully remote work opportunity
• 32-hour workweeks during the summer
• 3–5 weeks of paid time off, paid holidays, and a sabbatical program
• Paid continuing professional education (CPE) and CPA exam reimbursement
• Firm-sponsored events throughout the year, including travel opportunities for remote employees

Location

Remote position

This role is ideal for candidates currently in public accounting with a strong background serving high-net-worth individuals seeking a balance between sophisticated client work and work-life flexibility.