Tax Manager - Remote Max Season

If you're an experienced Tax Manager who enjoys working directly with business owners but doesn't want the traditional public accounting hours, this is an opportunity worth considering.

We're working with an established CPA firm offering a genuinely sustainable schedule — approximately 35 to 40-hour workweeks throughout most of the year, with busy season generally capped at 45 hours.

The role combines tax review, direct client interaction, and proactive planning for closely held businesses and their owners. You'll have the opportunity to build relationships with clients, understand their businesses, and provide guidance beyond simply getting returns completed.

As a Tax Manager, you'll work with entrepreneurs, professional service firms, real estate investors, and family-owned businesses.

The position centers on reviewing partnership and S-Corporation returns and the related owner 1040s, leading tax planning discussions, managing client relationships, and identifying planning opportunities throughout the year.

• Review Forms 1065, 1120S, 1040, and related tax filings
• Manage relationships with closely held business clients and their owners
• Lead year-round tax planning discussions
• Advise clients on business and individual tax matters, including entity and pass-through tax considerations
• Identify proactive tax planning opportunities
• Review work and mentor junior team members
• Collaborate with firm leadership on more complex client matters

• 5+ years of public accounting experience
• Strong experience with pass-through entities and closely held businesses
• Experience reviewing business returns and related owner 1040s
• Comfortable leading client conversations and providing tax planning guidance
• CPA or EA required
• Experience working in a remote, paperless environment preferred

• 100% Remote
• Approximately 35 to 40-hour workweeks throughout most of the year
• Busy season generally capped at 45 hours
• Strong emphasis on tax planning and client advisory
• Direct relationships with business owners
• Modern, cloud-based technology and streamlined workflows
• Collaborative team with excellent tenure and low turnover
• Established firm with more than 20 years in business

For more than 20 years, the firm has worked with entrepreneurs, professional service firms, real estate investors, and family-owned businesses.

The culture emphasizes quality work, long-term client relationships, autonomy, clear communication, and reasonable expectations. Tax professionals are trusted to manage their client relationships while having access to experienced leadership and a collaborative team.

Interviews are currently underway.

Chuck Cooke

Co-Founder / Managing Partner