Overview
This role is for a Tax Manager specializing in US individual tax services. The position focuses on providing tax preparation, planning, and consulting services to partners within the organization. It offers a stable work schedule without the typical intense tax busy season, supporting a strong work/life balance. The role is fully remote and available to candidates located within the West, Mountain, or Central time zones.
Responsibilities
- Provide compliance and consulting services related to individual tax matters for partners.
- Perform technical review of complex individual tax returns and all supporting tax documentation.
- Lead multiple engagements delivering proactive tax planning and strategic consulting.
- Apply technical tax developments to complex situations to enhance technical competence.
- Participate in individual and firm-wide learning and development programs to support professional growth.
- Mentor and support the development of team members, helping associates achieve their professional goals.
Requirements
- Bachelor's degree in accounting, law, or a related business field; advanced degrees are desirable.
- CPA certification is required.
- Minimum of five years of experience in tax return review and planning for high net worth individuals.
- Experience with multi-state individual tax compliance, including knowledge of composite, withholding, and pass-through entity tax.
- Experience providing federal tax compliance and consulting services within a professional services firm.
- At least two years of supervisory experience, including mentoring and counseling associates, is preferred.
- Strong management, analytical, organizational, interpersonal, project management, and communication skills.
- Proficiency with CCH Axcess, PDFlyer, and Microsoft Office Suite.
- Eligibility to work in the U.S. without sponsorship is preferred.
Compensation & Benefits
- National pay range: $72,000 - $143,240 annually.
- California pay range: $78,000 - $186,220 annually.
- Compensation is influenced by factors such as skills, experience, qualifications, certifications, work arrangements, and geographic location.
- Comprehensive compensation and benefits package available to eligible employees.
Location
- Fully remote position.
- Candidates must be located within the West, Mountain, or Central time zones in the United States.