Tax Manager

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

📋 Description

• Take charge of the comprehensive tax function, encompassing compliance, basic advisory services, and responses to IRS/state notices for both individual and business clients.

• Act as the firm’s primary tax relationship manager, ensuring clients perceive you as a trusted tax advisor rather than merely a preparer.

• Work collaboratively with financial advisors and ownership to provide a fully integrated experience for clients across planning and tax.

• Oversee relationships with external vendors for complex returns, ensuring smooth coordination and maintaining quality control.

• Establish the internal infrastructure — processes, workflows, and standards — necessary for a tax practice being developed from the ground up.

• Independently lead client meetings on all tax-related matters; engage confidently in any advisory discussions.

• Keep up-to-date with equity compensation taxation, including RSUs, PSUs, NQSOs, ISOs, and associated planning considerations.

• Actively contribute to leadership discussions as the practice expands; this role will involve making essential decisions from the outset.

• Mentor and develop junior staff as the team grows.

⛳️ Requirements

• CPA or EA certification is mandatory.

• A minimum of 5 years of tax experience within a public accounting firm, showcasing expertise in individual and business owner tax compliance.

• Proven experience in managing client relationships at a senior level; comfortable representing the tax function.

• Strong preference for a solid background in equity compensation taxation (RSUs, PSUs, stock options).

• Demonstrated ability to develop — processes, client relationships, and a practice — rather than just maintaining existing ones.

• Experience in supervising or mentoring staff, even in informal settings.

• Excellent communication skills with the ability to explain complex tax concepts to clients without financial backgrounds.

• Sociable and collaborative; the team embodies the "work hard, play hard" ethos.

• Intellectually honest — the firm highly values individuals who question rather than feign certainty.

• Comfortable working autonomously in a remote setting while remaining closely connected to a tight-knit team.

🏝️ Benefits

• Competitive compensation.

• Significant upside potential — equity participation or performance-based compensation linked to the growth of the tax practice.

• Exceptional quality of life.