Senior Tax Manager

Overview

This fully remote role can be based anywhere in the US and is available due to growth.

The organization is seeking a CPA with 8–12 years of experience in public accounting from a mid-to-large sized local firm, with business accounting and tax experience emphasizing partnership, trust, and individual tax. The position initially focuses on preparing complex business and personal tax returns, with opportunities to take on additional review and client responsibilities as the individual develops in the role.

Responsibilities

• Review and prepare accounting, workpapers, and tax returns, including:
  • Partnership, S corporation, C corporation
  • Trust and individual (1040) returns
  • Gift and private foundation tax returns
• Manage client relationships, including client groups with multiple entities (up to 100+).
• Provide direct client contact and develop tailored solutions for client needs.
• Oversee and train staff, assisting with technical development and mentoring.
• Apply advanced knowledge of multi-state tax issues and related technical areas, including:
  • 1031 exchanges
  • 163(j) limitations
  • Qualified Business Income (QBI) deductions
  • 704(b) target allocation rules
  • Allocation of non-recourse debt
  • 754 step-ups
  • Cost segregation studies
• Provide tax planning and manage special projects requiring analysis, judgment, and creative thinking.
• Occasionally assist with preparing complex real estate partnership returns if needed; majority of time is review.
• Handle federal and state tax audits and assist with tax controversy matters.
• Maintain expertise in multi-state tax and foreign compliance policies to ensure adherence to relevant regulations.
• Assist in preparing firm memos and technical documentation.
• Keep up with industry best practices and tax law updates.
• Support staff development through structured training programs.
• Lead and execute other tax-related projects as they arise.

Required Qualifications

• College degree in accounting or a similar field.
• Certified Public Accountant (CPA) designation.
• 8–12 years of experience in public accounting, with a strong preference for candidates from a mid-to-large-sized local firm.
• Strong accounting knowledge and ability to apply accounting principles to the preparation and review of complex tax returns.
• Experience working with client-provided, tax return-ready books and records; this role does not involve remedial bookkeeping.
• Experience training, managing, and mentoring teams.
• Experience with partnership tax matters, including:
  • Capital account maintenance under the 704(b) regulations
  • 1031 exchanges
  • 754 elections
  • Section 163(j)
  • 199A
  • Pass-Through Entity Tax (PTET)
• Multi-state tax experience is required; international tax experience is considered a plus.
• Proficiency in Excel and experience working in a paperless office environment are essential.
• Familiarity with software such as Lacerte, QuickBooks, and CCH Engagement is desirable.

Preferred Qualifications

• Experience with trusts, estate tax returns, and/or private foundations.

Compensation & Benefits

• Compensation range: $190,000–220,000.
• Generous bonus paid twice a year after each tax season.
• Health, dental, and vision insurance – day 1.
• 401(k) savings and investment plan options with 4% match.
• Flexible PTO policy.
• Parental Leave.
• Financial assistance for advanced education and professional designations.
• Opportunity to give back time to local communities.
• Commuter benefits.

Location

Fully remote. Role can be based anywhere in the US.

Additional Notes

• Paperless environment with technology and use of AI to automate manual tasks.
• Onshore operations only.
• Equal Opportunity Employer; accommodations are available for applicants with disabilities or special needs.
• Applicants must be authorized to work for any employer in the U.S.