Tax Manager

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

📋 Description

• Provide exceptional service to clients

• Confidently lead tax engagements

• Serve privately owned businesses and their proprietors

• Manage business returns, personal returns, trusts, and various client requirements

• Oversee multiple engagements simultaneously

• Review and analyze tax returns

• Guide and mentor junior team members

• Engage directly with business owners

• Foster strong client relationships

• Address and resolve client issues

• Balance leadership duties with direct involvement in work

• Contribute to a collaborative, supportive, and innovative team environment

⛳️ Requirements

• Minimum of 5+ years in a managerial position with tax experience in public accounting

• Background in a mid-sized firm (40+ full-time employees)

• Strong experience serving privately held businesses and their owners

• Proficient in managing business returns, personal returns, trusts, and other client needs

• Capable of handling multiple engagements, reviewing returns, and mentoring junior staff

• EA credential is mandatory

• CPA designation is preferred

• Experience in client-facing leadership roles

• Excellent communication skills and ability to build relationships

• Proficient in balancing leadership activities with hands-on involvement

• Possess tax technical knowledge

• Client-centric approach

• Proven track record of career advancement within a mid-sized firm

🏝️ Benefits

• Access to growth capital

• Comprehensive talent acquisition and training programs

• Leading quality management resources

• State-of-the-art technology

• AI tools

• Offshore captive services

• Shared back-office services

• Catalytic leadership system

• Modernized equity incentives

• Supportive and innovative team

• Opportunities for growth for both clients and team members

• Remote and hybrid work options available