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Job Title: AO: RemoteTax Manager
Location: Remote, California (Remote Based)
Hiring Company:
A CPA firm focused on proactive, tax-saving strategies and offering a comprehensive range of services, is seeking a forward-thinking Remote Tax Manager to join the team.
Job Type:
*Must have CPA firm experience
Full time, W2
Location: REMOTE within the US
Compensation: $xx,xxx- $xx,xxx DOE
About The Firm:
We specialize in working with small business owners and high-net-worth individuals to provide year-round tax planning and strategic advisory services. We’re undergoing a pivotal transformation, and we need forward-thinking professionals who are ready to be a key part of that change. As we continue our transition, we’re not just looking for people to “do the work” — we’re looking for team members who are passionate about driving our vision forward and taking ownership of their role in our journey.
Why You’ll Love Working Here:
- Generous PTO and paid parental leave.
- 401(k) plan with company contributions.
- 50% paid health insurance.
- Dental & Vision.
- Fully remote, digital-first firm – forever!
Qualifications:
- 5+ years of public accounting experience.
- 2+ years of experience managing a team.
- CPA or equivalent certification (EA, LLM/JD in tax a plus).
- Advanced proficiency with tax software (e.g., Corvee, Planner CS, UltraTax).
- Strong analytical and communication skills.
- Ability to work independently and manage multiple client relationships.
What You’ll Do:
- Tax Advisory Services:
- Analyze tax implications of various business and investment decisions.
- Provide clients with comprehensive financial health assessment reports.
- Prepare and present tailored tax plans
- Advise on tax-efficient strategies, including income deferral, wealth transfer, and retirement optimization.
- Host quarterly advisory meetings, guiding clients in key tax decisions regarding business structure, investments, and more.
- Tax Research:
- Interpret and apply federal, state, and local tax codes to client situations.
- Use tax research software to retrieve information efficiently and investigate complex tax transactions.
- Draft detailed research memos to support tax positions and consult with external experts as needed.
- Tax Return Services:
- Prepare a variety of tax returns, including business, personal, estate, trust, and gift tax.
- Ensure all returns meet compliance and submission deadlines, making sure workpapers are accurate and organized.
- Review tax returns prepared by other team members for accuracy and compliance.
- Financial Statements Review & Analysis:
- Review client-provided income statements and balance sheets to ensure accuracy for tax filing.
- Identify discrepancies, request missing documentation, and help clients optimize their tax filings.
- Client Relationship Management:
- Maintain regular communication with clients, addressing their concerns and proactively providing updates on tax-saving opportunities.
- Ensure exceptional service delivery, proactively managing client relationships and identifying areas for improvement.
- Internal Team Coordination:
- Share tax-related insights with colleagues and collaborate across departments to ensure seamless service.
- Help develop and implement firm-wide tax policies and procedures.
- Staff Supervision & Mentorship:
- Mentor junior staff, delegate tasks, and provide feedback for continuous growth.
- Foster a collaborative, inclusive environment that promotes professional development within the team.
- Quality Control & Risk Management:
- Oversee the quality control of tax preparation to ensure compliance with reporting standards (e.g., GAAP, IFRS).
- Implement internal controls to protect sensitive client information and ensure tax compliance.
- Business Development:
- Identify opportunities to upsell services to existing clients and work with the sales team for follow-through.
- Collaborate on marketing initiatives to generate leads and increase visibility for the firm.
- Track business development success and identify areas for improvement.
- Professional Development:
- Stay current with tax law changes and developments through continuous learning.
- Participate in professional organizations and networking opportunities to expand your knowledge and connections.
- Maintain active CPA licensure and comply with CPE requirements.
Is This You?
- You’re not just looking for a job — you want to be part of something bigger, contributing to a firm’s transformation and growth.
- You’re excited about taking ownership of your role and being a key player in our long-term vision.
- You thrive on strategic, forward-thinking tax advisory work.
- You have a deep understanding of tax law and love uncovering opportunities for clients.
- You enjoy mentoring and developing a team.
- You’re proactive, detail-oriented, and highly organized.
- You excel in managing multiple projects and thrive in a remote, digital-first work environment.
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