Tax Manager

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

📋 Description

• Take ownership of tax compliance for a current portfolio of client accounts, transitioning the responsibility entirely in-house from external providers.

• Independently prepare, review, and approve tax returns.

• Act as the tax consultant during client meetings, which includes discussions on Roth conversions, estate planning, and providing advisory services in collaboration with the financial planning team.

• Develop the internal workflows, processes, and standards that will shape the tax function moving forward.

• Engage in business development initiatives.

• Establish the foundation for an internal bookkeeping function as the firm expands.

⛳️ Requirements

• CPA certification is mandatory.

• A minimum of 5 years of tax experience in public accounting, showcasing proficiency in individual compliance, including W-2 earners, retirees, rental properties, and investment accounts.

• Proven experience in managing client relationships directly, beyond just compliance tasks.

• Interest or experience in business development is a plus.

• Excellent communication skills to effectively explain tax concepts to clients who may not have an accounting background.

• Must be located in Texas and comfortable working independently in a remote setting, with occasional travel as required.

🏝️ Benefits

• Competitive salary based on experience.

• Comprehensive benefits package available, with specifics to be discussed during the hiring process.

• Fully remote position with occasional travel as necessary.