Job Description
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