Tax Manager - Private Client Group

Overview

A national accounting firm is seeking an experienced Tax Manager for a partner-track position with unlimited growth potential. This remote role (with 2-3 office visits per year) is ideally suited for candidates in the Eastern Standard Time (EST) zone. The position requires a motivated tax professional with strong interpersonal and management skills, and expertise in individual and fiduciary income taxation as well as estate and gift tax.

Responsibilities

• Provide innovative tax planning, consulting, and compliance services to clients in a timely and effective manner
• Manage and oversee multiple engagements related to individual taxation
• Conduct primary and secondary reviews of complex tax returns for individual and fiduciary clients
• Work effectively in a deadline-driven environment managing multiple projects simultaneously
• Ensure client satisfaction through open communication, managing expectations, meeting deadlines, and proactively sharing tax-saving strategies
• Collaborate with partners and staff on client management, professional development, and business development activities
• Manage, develop, train, and mentor staff, including conducting performance and engagement reviews

Qualifications

• Master's degree in Taxation required
• CPA certification required with a minimum of 6 years of tax experience
• Strong technical skills in tax preparation, review, compliance, agency correspondence, and tax research
• Ability to problem-solve with both creative and logical thinking
• Demonstrated ability to self-direct and effectively organize, prioritize, and manage multiple engagements under tight deadlines
• Outstanding leadership, mentoring, and interpersonal skills to foster client and staff relationships
• Excellent analytical, organizational, written, and verbal communication skills
• Proven ability to attract and develop profitable, sustainable client relationships

Location

• Remote position with 2-3 office visits per year
• Eastern Standard Time (EST) zone preferred

Equal Opportunity

The employer is committed to fostering an inclusive and diverse work environment and provides equal employment opportunities without regard to race, color, ethnicity, national origin, gender identity or expression, sex, age, religion, sexual orientation, physical abilities, medical condition, pregnancy, education, social class, marital status, veteran status, or any other protected characteristic.