Tax Manager

Overview

A remote Tax Manager position is available to lead and manage a portfolio of clients including individuals, entities, trusts, estates, and gift tax returns. This role involves delivering high-quality tax services with opportunities for professional development and enhancing the organization's reputation.

Responsibilities

• Prepare and review various tax returns including individual, partnership, S corporation, C corporation, trust, gift, estate, and not-for-profit returns
• Research tax issues and legislation, applying professional judgment to identify and resolve tax issues in returns
• Communicate tax and accounting issues to staff, managers, and partners
• Develop and maintain strong working relationships with client staff to add value and strengthen client relationships
• Assist with business development and marketing initiatives
• Mentor, develop, and retain staff through active participation in mentoring programs
• Perform additional duties as needed

Requirements

• Bachelor's degree in accounting
• Minimum of 5 years of recent, relevant experience specializing in High Net-Worth Individuals, Estate & Gift, Trust, or Flow-Through Entity Taxation
• CPA certification
• Proficiency with CCH tax software and Microsoft Office
• Ability to provide exceptional client service and develop trusted client relationships
• Strong leadership and personnel management skills

Preferred Qualifications

• Experience at a Big 4 or regional accounting firm

Compensation & Benefits

• Competitive salary range of $130,000 to $170,000 with annual merit increases
• Eligibility for annual discretionary bonus
• 35-hour workweek during non-busy seasons

Remote Work Requirements

• Internet plan with minimum speeds of 100+ Mbps download and 20+ Mbps upload
• Home Wi-Fi must be password protected

Location

This is a remote position.