Tax Manager (Permanently Remote)

Overview

A rapidly growing tax firm specializing in physician clients is seeking a Tax Manager to lead client pods. This fully remote role focuses on tax planning and client strategy rather than tax preparation.

Responsibilities

• Lead a pod of high-income physician clients, managing both business and personal tax returns.
• Serve as the final reviewer for all tax returns and filings within your pod.
• Lead year-round tax planning efforts, including S-corp optimization, retirement plan design, real estate and depreciation strategy, multi-state tax issues, and practice ownership planning.
• Mentor and develop a dedicated Tax Senior within your pod, preparing them for advancement.
• Manage increased workload during filing season with a focus on review and leadership rather than preparation.

Requirements

• CPA or Enrolled Agent (EA) certification.
• Minimum of 5 years of experience in tax preparation and planning, preferably with high-income individuals and business owners.
• Demonstrated experience in tax planning and advising clients on decision-making, not just compliance.
• Experience in review or management roles is highly desirable.

Compensation & Benefits

• Fully remote position, allowing work from anywhere in the United States.

Location

• United States (fully remote)