Accounting & Tax Manager ( Hybrid

About HRX CPAs

HRX CPAs is a modern, boutique CPA firm helping high‑net‑worth families and business owners simplify their financial lives. We combine tax, accounting, and advisory services in one “modern family office” model — proactive, tech‑enabled, and relationship‑driven. We value quality, balance, and ownership.

The Part‑Time Tax Manager & Client Lead is a senior‑level role designed for an experienced CPA who wants meaningful client interaction and technical work without full‑time burnout. You’ll manage a small portfolio of clients, review returns, guide staff, and act as a primary contact for client questions and planning discussions. This is ideal for someone who values flexibility, craftsmanship, and impact — not busywork.

Managing Partner

Flexible

Hybrid – Irvine, CA or Remote (U.S. based). On‑site to start.

$50 an hour + Monthly Production Bonus

401k with Employer Match, Medical, Dental, Vision

• Review and/or prep complex individual, S‑corp, partnership, and trust returns.
• Oversee quarterly estimates, extensions, and planning projections.
• Spot planning opportunities (e.g., PTE elections, S‑Corp comp, depreciation, retirement plans).
• Handle limited hands‑on prep for high‑complexity clients as needed.

• Manage month‑end close and deliver P&L, balance sheet, and cash‑flow summaries.
• Review external accounting works monthly/quarterly to avoid clean‑ups annually.
• Advise clients on CFO advisory services.
• Collaborate with the tax team to keep entity‑level books tax‑ready.
• Make recommendations in workflow and processes.

• Serve as the primary point of contact for assigned clients.
• Lead quarterly check‑ins and year‑end planning.
• Translate tax insights into actionable advice.

• Review and mentor work prepared by staff accountants or outsourced teams.
• Manage tasks and deliverables.
• Communicate updates asynchronously.

• Active CPA license required.
• 5+ years of tax experience, including review of business returns.
• Strong understanding of multi‑entity and high‑net‑worth individual taxation.
• Tech‑savvy:
  Comfortable with AI & using various platforms.
• Excellent written and verbal communicator.
• Comfortable with asynchronous communication and flexible schedule.
• Experience with Lacerte & QBO required.

• Proactive – anticipates client and team needs; doesn’t wait for direction
• Ownership‑driven – accepts accountability and follows through on improvements
• Simplifier – turns complexity into clarity
• Collaborative – values calm, transparent teamwork
• Family‑first mindset – respects balance and well‑being

Employment Type:

Full Time
Years of

Experience:

5‑10 years
Salary Range: $65‑$150 hourly
Bonus/Commission:
Yes