Tax Manager

Overview

This role involves leading a client-focused tax pod within a growing physician-focused tax firm. The position offers the opportunity to shape and develop tax strategies and processes from the ground up, with direct access to leadership and a fully remote work environment.

Responsibilities

• Manage a dedicated pod of clients independently
• Review all tax returns prepared by a Tax Senior before submission
• Lead proactive tax planning discussions year-round, including entity structuring, retirement planning, real estate strategy, multi-state tax issues, and physician practice ownership
• Mentor and develop a Tax Senior into a future Tax Manager
• 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 Enrolled Agent (EA) certification is mandatory
• 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 preparation
• Prior experience in review or management roles is strongly preferred
• Ability to work comfortably with physician clients or a willingness to quickly learn this sector

Preferred Qualifications

• Strong interest in tax planning topics such as S-corporation optimization, depreciation strategies, and multi-state nexus issues
• A proactive approach to improving existing processes and standards
• Leadership skills with a passion for developing team members

Compensation & Benefits

• Fully remote position
• Opportunity for career growth as the firm expands

Location

• Remote (work from anywhere)