Overview
This full-time, U.S.-based role supports a 100% remote accounting and tax services organization. The team delivers full-cycle accounting, tax, and other professional services to hundreds of clients nationwide.
The organization is seeking a Tax Manager to oversee and manage tax compliance, planning, and review for a client portfolio, while mentoring and supporting staff. This position combines strong technical tax expertise with people-focused leadership to ensure accurate deliverables and ongoing team development.
Responsibilities
- Oversee tax compliance and review for a portfolio of clients, ensuring accuracy, timeliness, and regulatory adherence.
- Serve as the primary client contact for tax inquiries and ad hoc projects, providing high-quality solutions.
- Perform first-level reviews of staff work; provide actionable, constructive feedback.
- Recommend tax strategies aligned with client goals and clearly explain tax outcomes.
- Mentor and train team members, fostering a collaborative and supportive environment.
- Stay current on tax laws, regulations, and client opportunities; identify proactive planning strategies.
- Assist with process improvement initiatives to enhance internal workflows and client service.
Qualifications
- 5+ years of public accounting experience with expertise in tax compliance for individuals, S Corporations, C Corporations, and Partnerships/LLCs.
- Skilled in federal, state, and local tax compliance and reporting, including multi-state filings and specialized areas such as R&D credits and PTET elections.
- Experience reviewing and signing tax returns.
- Skilled in tax research, responding to tax notices, and supporting tax planning initiatives.
- Proficiency with tax and accounting software (Lacerte and QuickBooks Online preferred; Karbon is a plus).
- CPA or EA license required.
- Demonstrated ability to quickly adapt to new technologies and software.
Preferred Qualifications
Compensation & Benefits
- Exempt position with base salary range of $95,000-$115,000.
- Bonus structure based upon portfolio performance.
- Health, dental, and vision insurance.
- 401k matching.
- PTO and family leave.
- Work equipment provided.
- Annual in-person gatherings and other leading benefits.
Location
- Full-time, U.S.-based.
- 100% remote (work from home).
- Requires a strong, reliable home internet connection and an environment conducive to video and phone calls.
Equal Opportunity
The employer is an equal opportunity employer committed to diversity and inclusion in the workplace and prohibits discrimination based on protected classes.