About the Role
This is a high-impact role with no timesheets, where you are empowered to lead strategic conversations and help clients keep more of what they earn. Our client is a growth-minded, remote firm looking for a Tax Manager who prioritizes strategy over compliance. They don't just crank out returns; they serve as year-round proactive partners to high-performing entrepreneurs and real estate investors.
Responsibilities
- Lead tax planning kickoff calls and quarterly advisory meetings.
- Design and implement high-impact strategies like cost segregation, 1031 exchanges, and depreciation optimization.
- Review financials to identify missed planning opportunities and advise on entity structuring and compensation optimization.
- Prepare or review complex returns that reflect deep strategic planning rather than just transactional data entry.
- Help strengthen and scale the firm's advisory offerings and elevate the firm’s technical standards.
- Guide and mentor team members, fostering a culture of excellence and continuous professional growth.
Requirements
- 5+ years of public accounting tax experience with a proven background in delivering advisory services, not just compliance is a MUST.
- Active CPA, EA, JD, or LLM in Tax REQUIRED
- Deep knowledge of business taxation, pass-through entities, and tax minimization strategies.
- Confidence in leading client-facing conversations and translating complex tax laws into actionable business advice.
- You think strategically rather than transactionally and want to be part of building something exceptional.
Skills
- Tax Planning
- Cost Segregation
- 1031 Exchanges
- Depreciation Optimization
- Entity Structuring
- Compensation Optimization
- Tax Return Preparation
- Firm Scaling
- Mentorship
- Client Relationship Management
- Business Taxation
- Pass-Through Entities
- Tax Minimization Strategies
Location
- Remote
Work Type
- Remote
- Full-time
Experience Level
- 5+ years
Education Level
- CPA
- EA
- JD
- LLM in Tax
Salary/Compensations
- USD 150000 - USD 175000 - yearly
- Performance bonuses
Benefits
- 401(k) with company match
- Health insurance with a company contribution
- Generous PTO
- Paid parental leave
- Technology stipend
- Continuing education
- CPA support
About the Company
- Our client is a growth-minded, remote firm that serves as year-round proactive partners to high-performing entrepreneurs and real estate investors.
- Our client is pursuing greatness, not average results. This role offers you a "seat at the table" as they scale. You will move away from reactive, deadline-driven work and into a role where your expertise is respected and your strategy directly impacts client outcomes.
