We are looking for a Senior Tax Client Manager
who is ready to move beyond tax compliance and become a trusted advisor to clients.
This is a
client-facing advisory role
for a tax professional who enjoys building relationships, leading tax planning conversations, and helping individuals and business owners make smarter financial decisions.
You will manage a portfolio of clients, serve as their primary point of contact, and deliver proactive tax strategies throughout the year, not just during tax season.
What You'll Do
Client Advisory & Tax Planning
Lead proactive tax planning conversations with individuals, business owners, and closely held entities
Identify tax-saving opportunities and develop strategies tailored to each client's financial goals
Review financial information and tax returns to uncover planning opportunities throughout the year
Prepare and review individual and business tax returns, including 1040, 1065, 1120, and 1120S
Provide clear guidance and recommendations clients can act on
Client Relationship Management
Manage a dedicated portfolio of clients as their trusted tax advisor
Build long-term relationships through proactive communication and exceptional service
Lead client meetings and explain tax strategies with confidence and professionalism
Identify opportunities to expand advisory relationships and deliver additional value
Collaboration & Firm Growth
Partner with firm leadership and team members on complex client engagements
Maintain high-quality standards for documentation, accuracy, and client service
Work effectively in a fully remote, technology-driven environment
Contribute to a growing firm culture focused on excellence and continuous improvement
What You'll Bring
7+ years of experience in public accounting tax preparation and review
CPA preferred
Experience preparing and reviewing U.S. individual and business tax returns, including Form 1040 (high-net-worth individuals/business owners), 1065, 1120, and 1120S.
Strong understanding of tax planning strategies and tax law
Experience working directly with clients and leading advisory conversations
Ability to manage multiple client relationships and deadlines independently
Strong communication skills and the ability to explain complex tax concepts clearly
High attention to detail and commitment to delivering exceptional client service
What We Offer
Fully remote position
Competitive base salary
Performance bonus and profit-sharing opportunity
Flexible schedule and work-life balance
No excessive overtime during tax season
Professional development and training support
Opportunity for significant growth within a fast-growing advisory-focused firm
This is an opportunity for a tax professional who wants to build lasting client relationships, deliver meaningful tax strategies, and grow as a trusted advisor.
Candidates should have hands-on public accounting tax experience and be comfortable taking ownership of client relationships.