Overview
A growing cloud-based CPA firm is seeking a Tax Manager or Senior Tax Manager to join its fully remote team. The firm primarily serves entrepreneurs, closely held businesses, ownership groups, and high-net-worth individuals. This role requires someone who can operate independently, manage client relationships, and help lead the tax function as the firm scales.
Responsibilities
- Review complex tax returns for individuals, partnerships, S-Corps, corporations, and trusts/estates
- Work directly with business owners and high-net-worth clients on planning and advisory matters
- Manage and mentor staff and seniors across engagements
- Handle client communication and act as a lead contact on accounts
- Assist with workflow management, process improvement, and tax department operations
- Support multi-entity and multi-state tax engagements across various industries
Client Base
- Entrepreneurs and founder-led businesses
- Closely held companies and pass-through entities
- Real estate investors and ownership groups
- High-net-worth individuals and family groups
Technology Environment
- Experience with CCH Axcess and/or UltraTax preferred
- QuickBooks Online
- Karbon
- SafeSend
- Microsoft 365 / Teams
- Fully cloud-based systems and workflow
Requirements
- 6+ years of public accounting tax experience
- Strong experience with pass-through entities and owner/operator client environments
- Comfortable reviewing returns and managing client relationships directly
- Ability to lead staff and operate with minimal supervision
- CPA preferred
- Interest in long-term growth, leadership, and eventual progression to Partner level
Additional Details
- Fully remote position within the U.S.
- Reasonable busy season expectations compared to typical public accounting environments
- Strong flexibility and autonomy
- Clear growth opportunities as the firm expands
- Competitive compensation with bonus potential and long-term upside
Compensation & Benefits
- Base salary range: $135,000 to $175,000 depending on experience and ability to operate independently
- Bonus potential
- Benefits package included
Location
- Fully remote within the United States