Overview
This is a fully remote Tax Manager position with a boutique CPA firm specializing in closely held businesses and their owners. The firm maintains realistic workloads, typically around 40 hours per week for most of the year, with busy season hours generally capped at approximately 45 hours.
The role combines technical tax work, client interaction, and proactive tax planning within a collaborative, cloud-based environment that emphasizes clear expectations and a sustainable pace.
Responsibilities
- Review partnership (Form 1065), S-Corporation (Form 1120S), individual (Form 1040), and related business tax filings
- Lead tax planning discussions with business owners
- Advise clients on entity structure, elections, reasonable compensation, distributions, and multistate tax issues
- Identify and implement proactive tax planning opportunities
- Mentor and develop junior staff while reviewing their work
- Collaborate with firm leadership on complex client engagements
Requirements
- Minimum of 5 years of public accounting experience
- Strong background working with pass-through entities and closely held businesses
- Experience reviewing both business returns and related owner individual returns (1040s)
- Comfortable leading client conversations and providing tax planning guidance
- CPA or Enrolled Agent (EA) designation required
- Experience working in a remote, paperless environment preferred
Compensation & Benefits
- 100% remote work
- Approximately 40-hour workweeks for most of the year
- Busy season hours generally capped around 45 hours
- Advisory-focused work with closely held businesses and their owners
- Direct client interaction and tax planning opportunities
- Use of modern, cloud-based technology and streamlined workflows
- Collaborative team environment with excellent tenure and low turnover
Location
This is a fully remote position.