Tax Manager

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

📋 Description

• Act as the primary executive-level contact for a multi-million dollar portfolio, ensuring clients receive proactive, strategic, and timely tax advice throughout the year.

• Facilitate tax strategy discussions with clients, uncovering planning opportunities that extend beyond mere compliance.

• Conduct meetings with key clients to assess tax positions, refine strategies, and document insights into repeatable processes.

• Prepare and/or evaluate strategic tax plans for technical accuracy, long-term savings potential, and alignment with client objectives.

• Investigate and provide counsel on intricate tax issues; engage external resources as necessary and document the results.

• Recognize and present additional service opportunities to clients; delegate to the appropriate team member.

• Review tax returns, forecasts, and strategic tax plans created by team members for technical accuracy, adherence to client tax strategies, and compliance with current regulations.

• Manage, mentor, and develop a team of tax professionals to enhance both their technical skills and efficiency.

• Oversee the tax department's key performance indicators: capacity, utilization, turnaround time, time under budget, average hourly rate, and percentage of tax work completed.

⛳️ Requirements

• Must possess a valid CPA or EA license (required).

• Minimum of 6 years of tax and accounting experience within a public accounting firm.

• Proven track record of leading and developing a team of tax professionals.

• Comprehensive understanding of individual, corporate, and partnership taxation; trust experience is an advantage.

• Experience in conducting or leading tax planning discussions with business clients, rather than just preparing returns.

• High proficiency in tax software and productivity tools; adept at learning new systems.

• Self-motivated, detail-oriented, and comfortable working in a fully remote setting.

🏝️ Benefits

• Remote work: Achieve excellent results while fostering a strong team culture, with no daily commute necessary.

• Flexible schedule: We prioritize exceptional outcomes over traditional office hours.

• Flexible time off: Take the time you need when necessary. We trust you to manage your responsibilities effectively.

• Paid holidays: Includes New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Thursday and Friday, and the week between Christmas and New Year's Day.

• Referral bonuses: High-performing individuals often know other high performers; we reward team members who refer exceptional talent.

• Continuing education: We cover required CPE hours and any relevant state or national licenses.

• Incentives: Competitive base salary along with bonuses for new client referrals and achieving firm benchmarks.

• Benefits: Options for health, vision, and dental insurance, plus company-paid life insurance.

• Retirement: Company-sponsored 401(k) with matching contributions.

• Technology: Company-provided laptop, monitors, docking station, mouse, and keyboard.