Tax Manager Remote

Location: Fully Remote

Employment Type: Full-Time

Department: Tax

Reports To: Tax Director

Profitwise Accounting is hiring a Tax Manager to lead and support our growing tax team. This is a senior-level, client-facing leadership role for an experienced tax professional who can manage complex client relationships, oversee tax return quality, support tax planning, mentor preparers, and help improve the way our tax department operates.

This role is ideal for someone who combines strong technical tax knowledge with leadership, communication, and operational follow-through. The Tax Manager serves as a senior tax advisor for clients, a coach for the tax team, and a key partner to leadership in keeping tax work accurate, timely, and aligned with Profitwise standards.

We are open to considering a Senior Tax Associate candidate, but our preferred hire is a Tax Manager who can provide team leadership, client relationship management, quality oversight, and tax department direction.

• Meet with tax clients and provide consultations, tax planning, and tax strategy recommendations.
• Serve as a senior tax advisor for assigned clients.
• Support high-net-worth clients with advanced tax planning considerations, including limitations, income reduction strategies, deduction maximization, and married filing separately analysis when advantageous.
• Conduct client kick-off meetings, tax planning meetings, ongoing planning meetings, and complex consultations.
• Respond to client and team communications within 24 hours.
• Speak directly with confused, concerned, or unhappy clients to understand their concerns, explain tax rules or firm position, and develop a clear plan.
• Ensure client needs are met with professionalism, accuracy, and care.
• Assess whether a client is an ideal fit for the firm and discuss concerns with leadership as needed.

• Prepare and present initial tax plans for basic to intermediate clients.
• Review tax projections and make planning recommendations regarding retirement contributions, including SEP, IRA, and related strategies.
• Proactively alert the team to tax law changes that may affect clients.
• Provide advanced guidance on complex tax matters and client-specific tax strategies.
• Prepare complex tax returns as needed, with a primary focus on quality review and team development.
• Review complex returns for accuracy, completeness, technical quality, and client impact.
• Communicate or delegate issues related to Ultra Tax and other tax-related software.
• Maintain strong technical awareness of tax rules, planning strategies, and tax compliance requirements.

• Assign tax preparers to returns and monitor team workload.
• Assist with tax return preparation when needed to support the team.
• Meet individually with tax team members weekly or bi-weekly to discuss client work, resolve tax issues, and provide coaching.
• Mentor tax team members and support progress toward performance and professional development goals.
• Map out career paths for direct reports.
• Support team members through recognition, encouragement, and practical development to increase retention and job satisfaction.
• Lead tax team meetings, including weekly tax huddles, open office hours, and team education discussions.
• Provide updates, facilitate discussion on complex tax issues, and recommend process improvements.
• Run L10 Tax Meetings to provide tax team updates and discuss issues with leadership.

• Oversee quality assurance for tax-related client communication, including effectiveness, timeliness, and accuracy.
• Review Qount projects weekly to ensure all tax projects are current, assigned, documented, and moving forward.
• Prevent projects from becoming lost, stagnant, or unclear.
• Review target hours versus actual hours and provide input on client pricing and budgets.
• Participate in quarterly L10 planning meetings, including scheduling, meeting needs, resource planning, and team approach.
• Anticipate client, project, team, or workflow issues and take steps to resolve them.
• Discuss significant issues with the CEO or leadership team as needed.
• Help innovate tax department processes and contribute to building Profitwise as a firm of the future.

• Interview prospective tax candidates.
• Oversee testing of new prospective tax candidates.
• Design, develop, maintain, and grade tax candidate assessments.
• Provide feedback and follow-up to…