Tax Manager

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

📋 Description

• Prepare individual tax returns (1040s) for existing clients and gradually for new clients gained through organic marketing strategies.

• Manage simpler business tax returns (1120-S, 1065, 1120) when client circumstances are suitable.

• Refer complex business scenarios as necessary.

• Prepare estate and trust tax returns (1041) when appropriate.

• File quarterly estimated taxes.

• Handle notices and correspondence from the IRS and state tax authorities.

• Respond to routine IRS notices on behalf of clients.

• Collaborate with financial advisors on integrated tax and financial planning, including Roth conversions, capital gains events, state relocations, and other life events.

• Participate in regular team meetings, weekly stand-ups, and all-company quarterly gatherings, which include two virtual and two in-person meetings each year.

• Contribute to the development of internal standard operating procedures (SOPs) and workflows as the tax practice is established.

• Provide insights on software and process choices that will shape the long-term structure of the practice.

• Build the foundational tax practice with operational and financial backing from the established wealth advisory firm.

⛳️ Requirements

• CPA license is mandatory.

• 6 to 11 years of experience in tax at a public accounting firm or financial services company.

• Strong expertise in individual taxation (1040).

• Significant experience with business tax returns (1120-S, 1065) and some familiarity with estates and trusts (1041).

• Capable of independently completing 1040s to at least 95% accuracy.

• Ideally holds signing authority (PTIN) or is willing to obtain one.

• Experience communicating with the IRS and state tax agencies on behalf of clients, including handling notice responses and requests for penalty abatement.

• Technologically proficient and adaptable.

• Familiarity with modern tax or practice management software is preferred.

• Strong attention to detail and the ability to independently manage a portfolio of tax returns.

• Excellent interpersonal skills for direct engagement with high-net-worth clients and daily collaboration with financial advisors.

• Consistent job history.

• Comfortable working remotely and managing one's own schedule outside of peak periods.

🏝️ Benefits

• Bonus structure to be discussed based on candidate qualifications and experience.

• Reimbursement for continuing education expenses.

• All necessary technology and software will be provided.

• Medical insurance with various plan options; employer covers 75% of the employee premium; eligibility begins after 90 days.

• Optional dental and vision group plans; eligibility starts after 90 days.

• Life insurance and AD&D coverage; employer pays 100% of coverage up to twice the base salary, capped at $200,000; eligibility begins on the first of the month following 90 days.

• Employer-funded standard long-term and short-term disability coverage; eligibility starts on the first of the month following 90 days.

• 401(k) plan with an automatic 3% safe harbor contribution on total W-2 earnings; eligibility begins after 90 days.

• Generous front-loaded paid time off (PTO) based on tenure: 15 days (0–24 months), 17 days (25–60 months), 20 days (61–120 months), 25 days (121+ months); pro-rated for new hires.

• Three sick days per calendar year for full-time employees.

• Education reimbursement of up to $5,250 per year and $15,750 lifetime for approved advanced degrees, certifications, and designations; eligibility begins after 12 months of service.

• Charitable gift matching up to $500 annually.