Tax Manager

This is a fully remote position, open to applicants in Arizona, +6 more states.

📋 Description

• Preparation of intricate tax returns for affluent individuals and their associated business and investment entities.

• Analysis of client financial records (e.g., QBO) to extract relevant tax information and suggest year-end adjustments when necessary.

• Act as the primary liaison for external client communications concerning tax issues, ensuring a high standard of service and responsiveness.

• Prepare Quarterly and Year-End Tax Projections for clients and calculate estimated tax payments.

• Conduct tax research and provide recommendations for client tax inquiries as required.

• Serve as the main contact for assigned clients, addressing technical questions and requests from clients and/or advisors as they arise.

⛳️ Requirements

• BA/BS in Finance, Accounting, or a similar field.

• Active CPA license or IRS Enrolled Agent (CPA preferred).

• Over 7 years of experience in preparing complex tax returns for high-net-worth clients.

• Familiarity with professional tax software packages (such as Lacerte, Ultra Tax CS, CCH Axcess, or ProSystem fx) and automated digital workpaper solutions (e.g., SurePrep) preferred.

• Experience with QuickBooks Online is preferred.

• Ability to apply deductive reasoning to ascertain if clients qualify for credits or deductions.

• Outstanding analytical skills for resolving mathematical issues.

• Excellent organizational, communication, and interpersonal abilities.

• Capability to thrive in a fast-paced, deadline-driven environment.

• Ability to handle multiple demands and competing priorities effectively.

• Good judgment concerning confidential and sensitive matters.

• CRM experience (Salesforce preferred) is a plus.

🏝️ Benefits

• Benefits package including healthcare, dental, vision, and 401K matching.

• Opportunities for support in professional development and continuing education requirements, along with other professional growth.

• Chance to earn a discretionary, semi-annual incentive award (Eligible for a 15% performance bonus).