Tax Manager

Overview

This role is with a full-service tax, accounting, and advisory organization supporting small businesses and entrepreneurs. The position involves owning complex tax engagements, leading a tax team, and raising quality standards across client work.

This role can be fully remote in the United States. Most clients are in the Pacific time zone.

Responsibilities

Client Relationships & Tax Delivery

• Manage client relationships across tax planning, compliance, and consulting; serve as a primary point of contact for complex tax questions
• Review complex tax returns for corporations, partnerships, individuals, trusts, and estates across federal, state, and local jurisdictions
• Deliver tax planning beyond compliance by identifying tax-saving opportunities, developing tax-efficient strategies, and advising on the impact of legislative changes
• Stay current on legislative changes and translate them into specific, actionable guidance for clients
• Maintain a high standard of accuracy and quality across client deliverables

Team Leadership

• Manage, mentor, and develop tax professionals with clear expectations, practical feedback, and support
• Review team work, help strengthen technical skills, and identify recurring knowledge or process gaps
• Manage workloads and priorities during busy periods to keep engagements moving and deadlines on track

Practice Development & Quality

• Identify opportunities to expand services with existing clients where value is real
• Help identify and manage tax risk for the practice and for clients, ensuring positions are well-supported and defensible
• Contribute to improvements in tax processes, documentation, and quality standards

Requirements

Core Qualifications

• Active CPA or EA required
• 7+ years in public accounting or tax, with strong experience in compliance, planning, and advisory across individuals, partnerships, and small-business entities
• Experience reviewing the work of other tax professionals and helping develop less-experienced team members
• Strong technical knowledge of federal, state, and local tax regulations, including complex returns and multi-entity planning
• Direct client relationship experience, including managing multiple engagements, balancing competing deadlines, and keeping clients informed
• Proficiency in professional tax software such as UltraTax, CCH Axcess, Lacerte, or similar

Helpful Additions

• Experience taking over and maintaining client relationships through practice transitions
• Experience identifying opportunities to expand client relationships or introduce additional services

Compensation & Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Short Term & Long Term Disability
• Work From Home (Hybrid)
• Stock Option Plan

Location

Fully remote in the United States. Most clients are in the Pacific time zone.