Tax Manager, HNW - REMOTE
Overview
This remote position offers an opportunity to join a rapidly growing private client tax advisory firm specializing in proactive, year-round tax strategy supported by modern technology. The firm serves over 5,000 clients across the U.S., including high-net-worth individuals, founders, tech executives, fund managers, real estate investors, and owner-operated businesses with complex tax needs.
Responsibilities
- Provide tax management services focusing on high-net-worth individuals, closely held businesses, and passthrough entities
- Deliver proactive tax advisory and relationship building beyond compliance
- Utilize modern tax technology platforms to enhance workflow efficiency
Requirements
- Bachelor's Degree in Accounting or a related field
- CPA or Enrolled Agent (EA) certification
- Minimum of 5 years of tax experience at a Top 100 CPA firm
- Expertise in handling tax matters for high-net-worth individuals, closely held businesses, and passthrough entities
- Experience with CCH Axcess tax software
Preferred Qualifications
- Master's degree in Taxation
- Strong technical knowledge of foreign tax filings (e.g., Forms 5471, 8865)
- Experience with Qualified Small Business Stock (QSBS) tax matters
Compensation & Benefits
- Salary range: $140,000 - $160,000 per year
- Equity options available for all employees
- Unlimited paid time off
- 100% healthcare coverage for employees; majority coverage for family members
- Entrepreneurial work environment with rapid advancement opportunities
Location
- Remote
Equal Opportunity Statement
The employer is an equal opportunity organization committed to an inclusive work environment. All qualified candidates will receive consideration without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information, or any other protected status under applicable laws.
Background checks may be conducted with authorization, and candidates with criminal histories will be considered in compliance with relevant laws.
By applying, candidates consent to receive communications related to the application process.