Overview
A growing boutique CPA and advisory firm is seeking a Remote Tax Manager/Senior Manager specializing in Passthrough Entities and Individuals. The firm supports entrepreneurs, high-net-worth individuals, and high-growth businesses across diverse industries, providing tax, advisory, and strategic services with a relationship-driven approach.
Responsibilities
- Serve as a primary point of contact for clients, delivering high-level tax advisory services
- Manage tax compliance and advisory work related to Forms 1040, 1120S, and 1065
- Build and maintain strong client relationships with decision-makers
- Participate actively in strategic planning beyond traditional tax compliance
- Lead and manage team members, ensuring quality and timely delivery of services
Requirements
- 5-10+ years of public accounting and tax experience
- Minimum of 1 year in a management role
- Strong technical expertise with individual and passthrough entity taxation (Forms 1040, 1120S, 1065)
- Bachelor's degree in Accounting, Finance, or a related field
- Active CPA, EA, or J.D. license
- Must be U.S.-based and authorized to work in the U.S.
Preferred Qualifications
- Experience working in a boutique or advisory-focused firm
- Ability to balance compliance and advisory responsibilities
- Strong communication and client relationship skills
Compensation & Benefits
- Salary range: $140,000 - $185,000, depending on experience
- Annual discretionary bonuses
- 401(k) matching
- Unlimited paid time off plus additional time off
- Flexible work schedules including Summer Fridays
- Low billable hours target (~50 hours max during busy season)
- Comprehensive health, dental, vision, life, and disability insurance coverage
- Team events and referral bonuses
Location
- Fully remote position
- Candidates must be U.S.-based and authorized to work in the U.S.