Overview
This fully remote CPA role is with a 100% virtual tax firm serving Real Estate Investors, Syndicates, and Fund Managers. The Technical Tax Manager’s primary responsibility is ensuring high-quality tax return work is delivered to clients through technical review, feedback, and mentorship.
Responsibilities
- Conduct final technical reviews of tax returns and supporting documents for individuals, partnerships, S-corporations, trusts, and corporations; sign tax returns for delivery
- Provide tax return debriefs to clients and walk them through technical areas of the return
- Research complex tax issues and provide recommendations for resolution
- Review and facilitate tax resolution with federal and state tax authorities
- Stay current on changes in tax laws and procedures
- Assist in developing staff technical skills and work quality through mentorship and training
- Maintain strong client relationships by managing expectations and being responsive to client communications
- Recommend additional firm services that benefit the client (e.g., bookkeeping services, tax advisory)
Requirements
- Bachelor’s degree in accounting from an accredited college or university
- CPA or EA certification
- Experience with real estate tax matters and multi-state tax returns
- Minimum of 5 years of relevant professional experience
Preferred Qualifications
- Strong time-management skills and the ability to thrive in an autonomous, fast-paced remote environment
- Excellent communication and listening skills, with the ability to break down barriers to solve problems and improve operational performance
- Comfort helping and teaching others; friendly and professional demeanor
- Ability to take ownership of work and drive projects to completion
Compensation & Benefits
- Annual $500 tech reimbursement for computer/tech accessories
- Health insurance
- 401(k) matching
- Unlimited vacation and sick days
Location
- Fully remote; team members are located across the United States.
Remote Work Expectations
- Clean background with no noise or distractions
- Business casual attire for client interactions
- Always use video (80% of communication is non-verbal)
- A laptop is provided