Tax Manager

Tax Manager

Location:

Fully Remote - must work time zone PST, 8am-5pm with the expectation to work 40 hours per week. Salary: $120,000–$130,000 annually

Ready to take the next step in your tax leadership career?

Our client is a boutique tax strategy firm focused on helping high-net-worth and ultra-high-net-worth individuals and families implement sophisticated tax strategies designed to significantly reduce tax liability and build long-term wealth. Their collaborative approach and commitment to exceptional client service have made them a trusted advisor in the tax planning space.

What You'll Do:

• Lead and mentor a team of internal tax preparation professionals.

• Oversee workflow, performance, and training initiatives across the tax preparation function.

• Review and manage complex federal, state, and local tax returns for individuals, partnerships, corporations, and trusts.

• Serve as the final technical reviewer on complex tax matters and provide guidance to the team.

• Evaluate and improve tax preparation workflows to increase efficiency and accuracy.

• Leverage technology and automation to enhance the tax compliance process.

• Develop training materials and lead educational sessions on workflows and software processes.

• Manage tax audits, inquiries, and correspondence with tax authorities.

• Collaborate cross-functionally to deliver a comprehensive client service experience.

What You Bring:

• 5–8 years of progressive tax preparation and compliance experience.

• At least 2–3 years of management or supervisory experience.

• Bachelor's degree in Accounting, Finance, Taxation, or a related field;
Master's degree in Taxation is a plus.

• CPA or EA designation required.

• Experience with tax preparation and workflow tools, including platforms such as G-Suite, CRM systems, and Ultra Tax.

• Strong knowledge of corporate and personal tax planning strategies.

• Additional experience in accounting, finance advisory, and/or consulting services is highly valued.

• Exceptional leadership, communication, analytical, and organizational skills.

• Ability to manage multiple priorities and thrive in a deadline-driven environment.

Why Join?

• Fully remote work environment

• Medical, dental, vision, life, and voluntary life insurance

• 401(k) with company match

• Paid vacation, sick time, and holidays

• Continuing education opportunities

• Team-building events

If you're a strategic tax leader who enjoys mentoring teams, improving processes, and solving complex tax challenges, we encourage you to apply.

Type:
Direct Hire Category:
Accounting - Finance Date Posted: