Overview
A fully remote Tax Manager position is available for a U.S.-based candidate to lead a cloud-based tax advisory firm specializing in healthcare professionals and affluent business owners. This full-time role offers a base salary between $120,000 and $135,000 annually, plus biannual performance bonuses.
Responsibilities
- Lead day-to-day tax department operations, removing bottlenecks and aligning goals with overall firm growth.
- Supervise and mentor tax professionals, promoting accountability and professional development through regular feedback.
- Review complex individual, business (1065, 1120S), and trust tax returns.
- Conduct research for tax projections and manage IRS and state notices.
- Continuously improve workflows and implement new technologies to enhance accuracy and client experience.
- Manage client relationships, ensuring clear communication and smooth onboarding into the tax department.
Requirements
- Minimum of 7 years of experience in tax and accounting, including at least 3 years in a management role within a public accounting firm.
- Bachelor’s degree in Accounting required; Master’s degree preferred.
- CPA or EA certification highly preferred.
- Expert knowledge of U.S. tax laws.
- High proficiency with UltraTax CS and QuickBooks Online.
- Strong mentoring, problem-solving, and communication skills, especially in a remote work environment.
Preferred Qualifications
- Experience with tax strategies for medical professionals.
- Familiarity with the Entrepreneurial Operating System (EOS).
Compensation & Benefits
- 401(k) plan with profit sharing and a cash balance plan.
- Monthly QSEHRA health reimbursement.
- Unlimited paid time off.
- Fully remote and flexible work schedule.
- Monthly cell phone stipend.
- Company-provided equipment.
- Eligibility for biannual performance-based bonuses.
Location
- Remote position requiring the applicant to be located within the United States.