Overview
A rapidly growing, cloud-based virtual CPA firm is seeking a Senior Tax Manager or Tax Director to join their leadership team in a fully remote capacity. This role is ideal for a high-performing tax professional who enjoys both hands-on client work and leadership responsibilities, including mentoring teams, improving workflows, and building scalable systems.
The firm serves entrepreneurial businesses and high-net-worth individuals across the United States, with approximately 75% of its client base in the healthcare industry, including medical practices, physician groups, dentists, specialists, and other healthcare-related businesses.
Responsibilities
- Manage and review complex tax returns for businesses, partnerships, S corporations, individuals, and related entities
- Serve as a trusted advisor to clients by providing proactive tax planning and strategic guidance
- Lead client relationships and act as the primary point of contact for key accounts
- Mentor, develop, and support tax staff and managers
- Create structure, improve workflows, and implement scalable processes across the tax department
- Identify opportunities for automation, efficiency, and technology adoption
- Collaborate with firm leadership on capacity planning, quality control, and operational initiatives
- Help drive a culture of accountability, excellence, and continuous improvement
- Stay current on tax law developments and communicate planning opportunities to clients and team members
Requirements
- Minimum of 8 years of public accounting tax experience
- Strong experience reviewing complex tax returns and providing tax planning services
- Proven experience managing client relationships and leading teams
- Excellent communication and project management skills
- Ability to thrive in a fully remote, technology-driven environment
Preferred Qualifications
- CPA or EA designation
- Healthcare industry tax experience
- Experience with UltraTax software
- Strong proficiency in QuickBooks Online
- Experience working in a fully cloud-based accounting environment
- Prior experience implementing systems, processes, and operational improvements
Ideal Candidate Profile
- Natural leader who enjoys developing people
- Process-oriented and highly organized
- Comfortable creating order in a growing environment
- Equally energized by client work and team leadership
- Forward-thinking and solutions-focused
- Collaborative, accountable, and entrepreneurial
Compensation & Benefits
- Base salary up to $225,000
- Biannual performance bonus
- Unlimited paid time off (PTO)
- Fully remote work environment
- Flexible schedule
- Growth and leadership opportunities
- Collaborative, technology-forward culture
Location
- Fully remote position, serving clients across the United States