Technical Tax Manager

Overview

This fully remote CPA firm specializes in serving Real Estate Investors, Syndicates, and Fund Managers across the United States. The team is passionate about real estate and often owns investment properties themselves. The firm emphasizes work-life integration, autonomy, and the use of advanced technology and automation.

Responsibilities

• Conduct final technical reviews and sign tax returns for individuals, partnerships, S-corporations, trusts, and corporations
• Provide tax return debriefs and maintain ongoing client relationships
• Research complex tax issues and recommend resolutions
• Review and facilitate tax resolution with federal and state tax authorities
• Stay current on tax law changes and procedures
• Mentor and train team members to develop technical skills and improve work quality
• Manage client expectations and respond promptly to communications
• Recommend additional firm services such as bookkeeping and tax advisory to clients

Measures for Success

• Timeliness and accuracy of deliverables and workpapers
• Client satisfaction ratings for tax preparation
• Consistently delivering on commitments to clients

Remote Work Expectations

• Maintain a quiet, distraction-free workspace
• Dress business casual for client interactions
• Use video during meetings to support effective communication
• Laptop and an annual $500 technology reimbursement provided

Qualifications

• Bachelor's degree in accounting from an accredited institution
• CPA or EA certification
• Minimum of 5 years of relevant professional experience
• Experience with real estate tax matters and multi-state tax returns

Preferred Attributes

• Friendly, approachable, and supportive with a good sense of humor
• Disciplined and able to thrive in a fast-paced, innovative environment
• Strong time management and supervisory skills
• Excellent communication and listening abilities
• Takes ownership of work, clients, and team projects
• Enjoys client interaction and delivering impactful results

Compensation and Benefits

• Annual salary starting at $110,000 plus bonus
• Unlimited vacation and sick days
• Health insurance
• 401(k) matching
• Ongoing training and professional development opportunities
• Autonomous work environment with advanced technology tools

Location

• 100% remote, team members located across the United States