Tax Technical Manager - Remote

Overview

The organization is seeking a proactive, self-motivated Tax Technical Manager to join its Tax team. This role is primarily internal-facing and involves leading internal processes, delivering technical expertise, and providing critical guidance and support to staff and leadership.

The Tax Technical Manager will collaborate with Tax Relationship Managers, mentor staff, help ensure seamless internal processes, and act as a subject matter expert on complex tax issues.

Responsibilities

• Communicate with existing clients via email, telephone, and video calls and meetings.
• Actively manage existing client relationships.
• Assist Tax Relationship Managers with managing client relationships.
• Support revenue growth opportunities within existing client relationships.
• Communicate effectively with Tax Relationship Managers and staff on technical matters.
• Monitor key due dates and support internal processes in an “in-charge” role.
• Mentor and coach staff to foster professional growth.
• Deliver technical CPE (Continuing Professional Education) to develop internal expertise.
• Provide frequent feedback to staff and assist with internal process improvements.
• Represent the firm by participating in committees and contributing to internal initiatives.
• Serve as a resource for tax-related software and tools.
• Serve as the firm’s technical expert in specific areas, including a minimum of 15 hours/month dedicated to technical reading and skill development.
• Develop and implement tax strategies while problem-solving complex technical issues.
• Stay current with technical regulations and industry updates, sharing insights firm-wide.

Requirements

• CPA required.
• Bachelor’s degree in Accounting or equivalent degree as determined by the management committee, required.
• 6 to 9 years of experience in public accounting.
• Current and in-depth knowledge of relevant tax laws, rules, and regulations.
• Ability to analyze financial and tax data, perform tax research, and review legal documents to provide guidance and recommendations.
• Proven experience in internal client and project management.
• Strong leadership, communication, and problem-solving skills.
• Ability to engage with clients and teams both professionally and confidently.
• Passion for supporting staff in technical skill development.

Preferred Qualifications

• Master’s degree in Accounting or Taxation.

Compensation & Benefits

Competitive compensation and a comprehensive benefits package supporting overall well-being and career development opportunities, along with additional benefits.