Tax Manager

Now Hiring:
Tax Manager (Part-Time for 2026 and full-time by the end of the year)

We’re not your average accounting firm. At Compass CPA, we blend advanced tax strategies with proactive planning and tech-forward solutions to support real estate professionals & investors, small-to-midsized business owners, serial entrepreneurs, and high-earning individuals. Our clients rely on us for thoughtful, intentional, and proactive guidance—not just compliance. Learn more at (link removed).

This is initially a part-time opportunity with a clear path to full time by the end of the year. You’ll support our TaxLITE and TaxCORE service lines (basic to intermediate planning), and contribute to higher-level planning in our TaxMAX and LifeMAX engagements (advanced tax strategies + holistic planning). Also, for tax season, you'll assist with tax prep in Drake Tax for our 1040, 1065, 1120S, 1120, 990, 1041, and other tax preparation projects.

We will offer training and support to the right individual possessing the core compentencies of tax. You must be willing and able to become full-time and dedicated with us by end of year. We do have other roles and departments on the team, so we welcome individuals who have a wide-range of accounting, finance, and tax skills.

• Onboard and lead engagements for tax planning clients
• Design tailored tax strategies and entity structures
• Deliver ongoing planning services and manage relationships
• Manage and maintain planning systems and tools (e.g., Drake, Tax Dome, Notion, Google Suite, Slack)
• Support internal department growth and service expansion
• Collaborate cross-functionally with our CFO and Real Estate Tax teams

• Tax strategist with 3–5+ years experience in tax planning, tax prep/compliance, and general advisory
• Knowledgeable in core and advanced strategies:
• -Multi-entity structuring
• -Owner compensation optimization
• -Augusta Rule, Accountable Plan, W2 Child Labor
• Comfortable advising small biz owners, investors, W2 earners, and real estate pros
• Experience with Drake Tax Software strongly preferred
• Curious, detail-oriented, and client-focused
• Excited by flexible work, autonomy, and revenue-based growth

You’ll work within and across our core planning tiers:

• TaxLITE – For W2 earners, small business owners and active investors ($1K)
• TaxCORE – For entrepreneurs and growing businesses ($2K)
• TaxMAX – Advanced planning for high-earners and business exits (Custom)
• LifeMAX – Full-spectrum financial and tax planning with Virtual Family Office support

• Work with values-aligned clients and proactive thinkers
• Collaborate with a supportive, creative CPA team