Overview
This role supports the organization’s in-house tax and compliance function as part of continued growth in its retirement account business.
The organization has over $4.5 billion in assets under administration and 26,000+ accounts, with projected growth of 35–40% annually.
Position: Tax Manager or early-stage Tax Director (Remote)
Reports to: CFO
Employment Type: Full-Time
Responsibilities
- Lead and manage all aspects of tax preparation and compliance for the firm’s various entities and clients
- Oversee filings for Form 990, 1120, 1065, and related returns
- Manage tax research, planning, and compliance across multiple business entities
- Coordinate with internal finance, operations, and legal teams to ensure accuracy and compliance
- Evaluate and improve tax processes and internal controls
- Hire and mentor future tax staff (interns and staff-level roles) as the department grows
- Work closely with executive leadership to develop tax strategy and identify new revenue opportunities within the tax services unit
Requirements
- CPA license required
- 4–8+ years of tax experience in a public accounting firm or corporate tax department
- Strong familiarity with Form 990, 1120, and general IRS processes
- Experience in small or midsize firm environments preferred
- Desire to take ownership and grow into a director or VP-level role
- Excellent communication and leadership skills
Compensation & Benefits
- Base salary: $120,000–$170,000+ (depending on experience)
- Bonus potential: Performance-based, with the opportunity for significant upside based on success metrics
- Relocation assistance available for the right candidate if not remote
- Comprehensive benefits package
Location
Remote