Tax Manager

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

📋 Description

• Oversee client relationships in areas of tax planning, compliance, and consulting.

• Act as the main contact point, assisting clients in addressing intricate tax inquiries.

• Evaluate complex tax returns for corporations, partnerships, individuals, trusts, and estates across federal, state, and local levels.

• Provide tax planning services, uncover tax-saving opportunities, craft tax-efficient strategies, and guide clients on legislative updates.

• Keep abreast of legislative changes and convert them into practical advice.

• Ensure precision and quality in all client deliverables.

• Lead, mentor, and nurture the growth of tax professionals.

• Assess work, enhance team members’ technical capabilities, and pinpoint knowledge or process deficiencies.

• Assist in managing workloads and priorities during peak times.

• Recognize opportunities to broaden services with current clients.

• Aid in identifying and managing tax risks for both the practice and clients.

• Contribute to the enhancement of tax processes, documentation, and quality benchmarks.

⛳️ Requirements

• Active CPA or EA is mandatory.

• A minimum of 7 years in public accounting or tax, with substantial experience in compliance, planning, and advisory for individuals, partnerships, and small business entities.

• Proven experience in reviewing the work of fellow tax professionals and assisting in the development of junior team members.

• Strong technical expertise in federal, state, and local tax laws, including complex returns and multi-entity planning.

• Direct experience in managing client relationships.

• Proven ability to handle multiple engagements, prioritize competing deadlines, and keep clients informed.

• Proficient in professional tax software such as UltraTax, CCH Axcess, Lacerte, or equivalent tools.

🏝️ Benefits

• Health Care Plan (Medical, Dental & Vision)

• Retirement Plan (401k, IRA)

• Life Insurance (Basic, Voluntary & AD&D)

• Paid Time Off (Vacation, Sick & Public Holidays)

• Short Term & Long Term Disability

• Work From Home (Hybrid)

• Stock Option Plan