Who we are
Fusion CPA is a forward-thinking outsourced accounting, tax planning, and advisory firm headquartered in San Juan, Puerto Rico, with offices in Atlanta, GA, and Park City, UT. We operate as a fully remote team and intentionally leverage technology to deliver high-quality work efficiently.
Our clients are growth-minded entrepreneurs who rely on us for proactive tax strategy and practical financial insight as they grow.
Who you are
Our Tax Manager works closely with firm leadership, staff, and clients and is responsible for planning, supervising, reviewing, and completing complex tax engagements.
• An experienced CPA with 10 or more years of U.S. tax compliance and planning experience
• Strong background with high-net-worth individuals and closely held businesses
• Comfortable reviewing and diagnosing QuickBooks Online files for accuracy before finalizing returns
• Experienced in multi-state filings
• Technologically confident and process-oriented
• Able to manage multiple client engagements simultaneously
• A proactive communicator who can explain complex tax matters clearly
Requirements
• Active CPA license
• Bachelor’s or Master’s degree in Accounting or Tax
• 10 or more years of accounting and tax experience
• Proficiency with UltraTax and QuickBooks Online
• Strong understanding of GAAP
• Advanced Excel skills, including pivot tables and formulas
• Strong written and verbal communication skills
What the role entails
• Prepare and review complex federal and state returns for individuals and business entities
• Lead tax planning initiatives for entrepreneurial clients
• File returns, extensions, and quarterly estimates
• Research federal, state, and local tax issues and recommend planning strategies
• Review and diagnose QuickBooks Online files to identify classification issues and inconsistencies
• Serve as a technical resource and escalation point for complex tax matters
• Coach and develop staff through clear review feedback
• Identify opportunities to improve processes and system efficiencies
The Fusion CPA Way
• Attention to detail and high-quality work standards
• Strong client service mindset
• Respect for others’ time and priorities
• Accountability and ownership
• Commitment to professional growth and leadership development
We value candidates who follow instructions. Any attempt to circumvent our hiring process—including contacting employees directly or booking client consultations—will result in your application being removed from consideration.
Pay: Up to $150,000.00 per year
Work Location: Remote