Tax Senior Manager

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

📋 Description

• Prepare and analyze tax returns for individuals, businesses, and trusts catering to high-net-worth and mid-affluent clients.

• Work closely with financial advisers on tax strategies, including Roth conversions, tax-loss harvesting, and ongoing planning efforts.

• Provide guidance to clients with concentrated investments, significant liquidity events, business ownership, and real estate on tax-efficient strategies.

• Act as the primary tax expert for the firm’s advisory team and its clientele.

• Develop and establish the firm’s tax practice, focusing on processes, workflows, and enhancing the client experience.

• Directly manage client relationships through proactive communication and attentive service.

⛳️ Requirements

• CPA certification is mandatory.

• A minimum of 6 years in public accounting, preferably at a boutique or mid-sized firm that serves high-net-worth individuals and business owners.

• A well-rounded background with experience in individuals, trusts, and small business tax matters.

• Excellent communication skills and a comfort level working directly with clients and advisers.

• Proven ability to excel in a remote work environment.

• Self-motivated with the capability to work independently and create rather than just execute.

🏝️ Benefits

• Bonus structure to be discussed based on the candidate's profile and experience.

• Opportunity for professional growth within a rapidly expanding firm.

• Potential for profit sharing and equity participation as the tax practice develops.

• Flexible remote work arrangements.