Tax Manager

Overview

This role involves leading a client-focused tax pod within a growing physician-focused tax firm. The Tax Manager will have ownership of their client group, engage in advanced tax planning, and contribute to firm-wide strategy and process development. The position is fully remote.

Responsibilities

• Manage a dedicated pod of clients independently
• Review all tax returns prepared by a Tax Senior before submission
• Lead proactive, year-round tax planning discussions with physician clients, covering areas such as entity structuring, retirement planning, real estate strategy, and multi-state tax issues
• Mentor and develop Tax Seniors to prepare them for future management roles
• Handle complex client cases and address challenging tax questions
• Build scalable processes that extend beyond the immediate pod
• Participate in firm-wide decisions related to software, hiring, and service offerings

Requirements

• CPA or EA certification (required, no exceptions)
• Minimum of 7 years of tax preparation and planning experience, preferably with high-income individuals or business owners
• Proven experience in tax planning, not limited to tax return preparation
• Prior experience in review or management roles is strongly preferred

Preferred Qualifications

• Strong interest in tax planning topics such as S-corp optimization, depreciation strategies, and multi-state nexus issues
• Ability to adapt and rethink traditional approaches to tax services
• Comfortable working with physician clients or a willingness to quickly learn this client segment
• Passion for developing others and building scalable systems

Location

• Fully remote position

Opportunity

The organization is expanding and adds Tax Managers annually. Early contributors who help establish foundational practices have the potential to advance into leadership roles within the firm.