Tax Manager; Fully Remote

• - Work with tax team, clients, and advisors to deliver comprehensive tax services.
• - Manage multiple priorities in a fast-paced, personalized environment.
• - Utilize strong client-facing and analytical skills.

• - Prepare complex tax returns for high-net-worth individuals and entities.
• - Analyze client books (e.g., QBO) for tax data and year-end adjustments.
• - Serve as main point of contact for client tax communications.
• - Prepare quarterly and year-end tax projections and estimated payments.

• - BA/BS in Finance, Accounting, or related field.
• - Active CPA license or IRS Enrolled Agent (CPA preferred).
• - 7+ years of experience with complex high-net-worth returns.
• - Proficiency with tax software (Lacerte, Ultra Tax CS, CCH Axcess) and digital work papers.

• - Fully remote role based in any state the firm operates in.
• - Opportunity for discretionary semi-annual incentive award and performance bonus.
• - Benefits include health care, dental, vision, and 401K matching.

Parallel Advisors is a fast-growing, independent Registered Investment Advisory firm headquartered in San Francisco with offices in multiple states. They provide personalized financial planning and investment solutions, combining expert advisors and technology to deliver an extraordinary client experience.