About the Role
• Lead multiple client engagements across corporate, partnership, and high-net-worth individual tax work
• Serve as the primary client relationship manager for key accounts in a fully remote environment
• Oversee tax planning, compliance, and review processes while ensuring accuracy and timeliness
• Collaborate with partners and staff to improve workflow efficiency and service delivery
Key Responsibilities
• Review and sign off on complex tax returns (1120, 1120S, 1065, 1040 HNW)
• Manage client deliverables, deadlines, and advisory communications year-round
• Provide strategic tax planning, entity structuring, and transaction support
• Supervise and mentor tax staff, seniors, and managers across multiple engagements
Qualifications
• Active CPA license required
• 7–12+ years of progressive tax experience in public accounting
• Strong experience with review-level work and client-facing advisory roles
• Deep knowledge of federal and state tax compliance across multiple entity types
Preferred Skills
• Experience with remote team leadership and workflow management tools (e.g., CCH, ProSystem, UltraTax, or similar)
• Strong client communication skills with ability to explain complex tax issues simply
• Experience with high-growth clients, private equity-backed companies, or HNW individuals
• Ability to manage multiple deadlines in a fast-paced, deadline-driven environment
What We Offer
• Fully remote flexibility with strong team collaboration culture
• Competitive compensation with performance-based bonus structure
• Clear path to Partner or Director-level advancement
• Comprehensive benefits including PTO, health coverage, and continuing education support