Tax Manager

Hybrid | up to $150k Base + 20% Bonus | 40-Hour Off-Seasons

Ready to leave public accounting without leaving tax?

If you're a Tax Manager or Senior Tax Manager in public accounting who enjoys working with individual/private clients—but you're ready for a better long-term lifestyle—this could be a very compelling next step.

A successful, privately held wealth management and investment advisory firm is expanding its tax practice and looking for a CPA to help lead and build the function.

This isn't a traditional corporate tax position. You'll remain close to the work you know—
individual tax, planning, review and client relationships
—while getting the opportunity to help build a growing tax platform and enjoy a much more predictable schedule outside of tax season.

• 40-hour workweeks approximately May through January
• Unlimited PTO
• Hybrid schedule with 2 remote days per week during the off-season
• Step directly into a Tax Director role
• Initially lead 2 tax professionals
  , with plans to grow the team
• Remain client-facing rather than moving into a traditional corporate tax role
• Help shape the processes, team and direction of a growing tax practice
• Stable, privately held wealth management organization with an established client base
• Flexible, collaborative culture

You'll take a leadership role in the firm's growing tax offering, including reviewing individual tax returns, tax planning, managing client relationships, researching tax issues, developing staff and improving processes
.

Just as importantly, you'll work closely with leadership to determine how the tax function should evolve and scale as the business continues to grow.

The target background is straightforward:

• CPA or at least in progress*
• 5+ years of public accounting tax experience
• Currently a Tax Supervisor, Manager, Senior Manager or Director
• Strong 1040 / individual tax compliance and review experience
• High-net-worth/private client experience is a plus
• Strong tax planning and research skills
• Experience supervising and developing staff
• Comfortable working directly with clients
• Someone who wants to build
  , rather than simply inherit an established process

Peak tax season: 4 days in office / 1 remote

Off-season: 3 days in office / 2 remote

And perhaps most importantly:
approximately May through January, the expectation is a 40-hour workweek.

For someone who has spent years building a career in public accounting, this offers the opportunity to keep the technical and client-facing parts of tax you enjoy while leaving much of the public accounting grind behind.