Overview
This is a fully remote position.
The organization is a professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium-sized businesses and their owners.
Responsibilities
- Lead and manage the local team alongside the firm’s Director.
- Serve as the primary point of contact for clients transitioning from retiring partners.
- Manage new client relationships and act as their main liaison.
- Collaborate with executive leadership to develop and execute growth strategies and service offerings.
- Review and oversee tax return engagements for individuals, businesses, and trusts.
- Lead consulting and advisory services within the region.
- Guide staff in research, training, and professional development.
Requirements
- 7 to 12 years of experience preparing and reviewing individual, corporate, partnership, and estate tax returns.
- Bachelor’s degree required; Master’s degree preferred.
- CPA or EA certification required.
- Proven experience managing staff and client relationships.
- Strong communication skills and attention to detail.
- Entrepreneurial mindset with a proprietor mentality.
- Interest in strategy and operational management.
Compensation & Benefits
- Expected salary range: $150,000 to $170,000 per year (subject to qualifications, experience, and other relevant factors).
- Paid medical benefits.
- 401(k) plan.
Location
Fully remote.