Tax Manager - High Net-Worth Individuals

Overview

Tax Manager position focused on high net-worth individuals, offering a remote work opportunity with a salary range of $85,000 to $150,000 based on experience.

Responsibilities

• Review corporate and partnership tax returns (Forms 1120, 1065, 1040).
• Manage multistate filings, state and local tax (SALT), and nexus compliance.
• Handle tax adjustments using Engagement software.
• Provide advisory services on payroll taxes including FICA, unemployment, and withholding.
• Guide clients on SALT risks and registration processes.
• Conduct tax research and prepare client-ready memos.
• Advise clients on tax-saving strategies and planning opportunities.
• Lead responses to IRS and state notices, audits, and inquiries.
• Coordinate resolution of tax issues and serve as primary contact for clients.
• Oversee tax provisions (ASC 740) for corporate clients.
• Ensure tax reporting aligns with current laws and coordinate with finance teams.
• Support accurate financial statement reporting.

Requirements

• CPA certification required.
• Bachelor’s degree in Accounting or Finance.
• Minimum of 6 years of experience in public accounting or corporate tax, including Forms 1120, 1065, and 1040.
• Strong expertise in payroll tax, SALT/Nexus, and IRS/state issue resolution.
• Solid understanding of ASC 740 tax provisions.
• Proficiency with Engagement software and advanced Excel skills.

Preferred Skills

• Analytical and detail-oriented with strong problem-solving abilities.
• Excellent written and verbal communication skills.
• Leadership experience with the ability to coach and inspire a team.
• Ability to manage multiple deadlines, clients, and shifting priorities effectively.

Compensation & Benefits

• Competitive salary with performance-based bonuses.
• Health, dental, and vision insurance.
• 401(k) plan with company match.
• Generous paid time off and flexible work schedule.
• Support for CPA license maintenance and continuing education.
• Opportunities for professional growth and advancement.

Location

• Remote position

Equal Employment Opportunity

The employer is an Equal Opportunity Employer and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under federal, state, or local law.