Tax and Accounting Manager

Overview

A financial services organization is seeking a Tax and Accounting Manager to oversee tax preparation, planning, and accounting functions for individual and business clients. This role involves supporting the advisory team by ensuring accurate financial reporting, regulatory compliance, and providing strategic tax guidance aligned with clients' long-term objectives. The position is remote and offers a salary range of $90,000 to $120,000.

Responsibilities

• Manage and review preparation of individual, business, trust, and estate tax returns.
• Provide proactive tax planning and strategic advice to clients in collaboration with financial advisors.
• Oversee bookkeeping, financial reporting, and accounting functions for select business clients.
• Ensure compliance with federal, state, and local tax regulations.
• Act as a trusted advisor to clients, helping them understand and plan for tax implications related to their broader financial goals.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• Active CPA license or Enrolled Agent (EA) certification.
• 3 to 7 years of experience in public accounting, tax, or wealth management.

Location

• Remote