Overview
This role is for a Tax Manager supporting physician clients in a fully remote position.
The organization is seeking experienced Tax Managers to lead client pods, focusing on both planning and compliance. A dedicated Tax Senior prepares returns in each pod, while the Tax Manager leads review, planning, and client strategy.
Responsibilities
- Lead a pod of physician clients covering both business and personal tax returns
- Serve as the final reviewer for all returns before they are filed
- Lead tax planning work throughout the year
- Mentor and develop a Tax Senior within the pod
- Manage year-round client planning with increased volume during filing season
Requirements
- CPA or EA
- 5+ years in tax preparation and planning
- Experience ideally includes high-income individuals and business owners
- Demonstrated planning experience (decision-making and strategy), not only tax preparation
- Experience with review or management is a plus
Compensation & Benefits
Not specified in the provided description.
Location
Fully remote. Work from anywhere in the US.