Overview
A boutique CPA firm specializing in closely held businesses and their owners is seeking a fully remote Tax Manager. This hands-on role focuses on reviewing business tax returns, managing owners' individual tax filings (1040s), and advising small-to-mid-size entrepreneurs on practical tax strategies. The firm emphasizes work-life balance with a strict 40-hour workweek cap, even during busy season.
Responsibilities
- Review and manage tax returns including 1040, 1120S, 1065, and related entity/owner filings
- Lead tax planning discussions with business owners
- Provide advice on entity structure, elections, compensation strategies, and multistate tax issues
- Identify practical tax planning opportunities such as basis adjustments, distributions, and reasonable compensation
- Mentor junior staff and help maintain an organized, calm workflow
- Collaborate with leadership on complex client matters and projects
Requirements
- 5 to 10+ years of public accounting experience with strong expertise in pass-through entities and closely held businesses
- Proficient in reviewing both entity tax returns and related owner 1040s
- Strong communication skills and comfort with direct client interaction
- Experience working in a remote, paperless, and technology-enabled environment
- CPA or Enrolled Agent (EA) certification required; advanced credentials are a plus
Compensation & Benefits
- Fully remote position allowing work from any location
- Strict 40-hour workweek cap, including during busy season
- Opportunity for direct advisory work with business owners
- Stable client base with low turnover
- No large-firm bureaucracy
Location
This role offers a balanced workload and meaningful client engagement for a tax professional experienced with closely held businesses and their owners.