Advisory Tax Manager

This is a fully remote position, open to applicants in New York.

📋 Description

• Facilitate the initiation of tax planning discussions and conduct quarterly advisory meetings.

• Analyze financial statements to uncover missed planning opportunities and provide guidance on entity structuring and compensation optimization.

• Prepare or oversee intricate tax returns that embody comprehensive strategic planning instead of mere transactional data entry.

• Contribute to the enhancement and expansion of the firm’s advisory services while raising the firm’s technical standards.

• Mentor and support team members, cultivating a culture of excellence and ongoing professional development.

⛳️ Requirements

• A minimum of 5 years of public accounting tax experience with a demonstrated history of providing advisory services, rather than solely compliance, is essential.

• An active CPA, EA, JD, or LLM in Tax is mandatory.

• Extensive understanding of business taxation, pass-through entities, and strategies for tax minimization.

• Ability to confidently lead client-facing discussions and convert complex tax regulations into practical business advice.

• A strategic mindset rather than a transactional focus, with a desire to contribute to building something remarkable.

🏝️ Benefits

• Base salary ranging from $150k to $175k along with performance bonuses.

• 401(k) plan with company matching and health insurance with company contributions.

• Generous paid time off and parental leave.

• Technology stipend, opportunities for continuing education, and support for CPA certification.

• Fully remote position with an advisory-first approach and no requirements for timesheets.