Tax Manager

Overview

The organization is seeking a results-driven, experienced Tax Manager to support a fast-growing tax function within a Registered Investment Advisory firm. This role partners closely with the tax team, clients, and financial advisors to deliver high-touch, comprehensive tax compliance, tax advisory, and proactive planning services.

This is a fully remote position and may be based in any state where the organization operates.

Responsibilities

• Prepare complex tax returns for high-net-worth individuals and their related business and investment entities.
• Analyze client books (e.g., QBO) to extract relevant tax data and recommend appropriate year-end adjustments.
• Serve as the primary point of contact for external client communications regarding tax matters, ensuring responsive, high-quality service.
• Prepare quarterly and year-end tax projections and compute estimated tax payments.
• Conduct tax research and recommend solutions to client tax questions as needed.
• Act as the point person for assigned clients by responding to technical questions and requests from clients and/or advisors.
• Support cross-functional efforts as needed, including other duties such as financial projections that align with the organization’s service model.

Requirements

• BA/BS in Finance, Accounting, or related field.
• Active CPA license or IRS Enrolled Agent (CPA preferred).
• 7+ years of experience preparing complex tax returns for high-net-worth clients.
• Experience with professional tax software packages (e.g., Lacerte, Ultra Tax CS, CCH Axcess, or ProSystem fx).
• Experience with automated digital workpaper solutions (e.g., SurePrep) preferred.
• Experience with QuickBooks Online preferred.
• Ability to use deductive reasoning to determine whether clients qualify for credits or deductions.
• Exceptional analytical skills for solving mathematical problems.
• Exceptional organizational, communication, and interpersonal skills.
• Ability to work effectively in a fast-paced, deadline-oriented environment.
• Capability to manage multiple demands and competing priorities.
• Sound judgment regarding confidential and sensitive matters.
• CRM experience (Salesforce preferred) a plus.

Compensation & Benefits

• Salary range: $115,000 - $130,000 per year (based on experience).
• Discretionary, semi-annual incentive award; eligible for a 15% performance bonus.
• Benefits including health care, dental, vision, and 401K matching.
• Support for professional development and continuing education requirements.

Location

Fully remote. Based in any state where the organization operates.