Tax Manager - Remote
We are seeking a seasoned, highly skilled Tax CPA or EA to provide strategic tax planning, tax preparation, and related services to our clientele. My CPA Coach is a small, boutique Tax Firm that specializes in Tax Planning for Small Business Owners and High-Income Individuals. This client-facing role requires a Certified Public Accountant or Enrolled Agent license with excellent communication skills, and the ability to find solutions to complex tax issues independently.
Highlights of the Role:
- Receive competitive base compensation, plus a percentage of all of your client fees
- Work independently to prepare tax returns, tax plans, and consult with clients
- Ensure accurate, timely, and quality work deliverables
The Ideal Candidate:
- Has direct tax planning, tax advisory, or tax consulting experience
- Has client-facing experience as the client's primary contact
- Is confident to serve clients independently (resources provided)
- Is able to work effectively and efficiently on tasks
Job Responsibilities:
- Provide strategic tax planning and advisory services to diverse clientele, including business owners, real estate investors, and high-income or high-net worth individuals.
- Prepare a variety of tax returns, including individual, S Corporation, partnership, C Corporation, nonprofit, and gift tax returns.
- Prepare and lead tax strategy calls, implementation calls and quarterly calls engaging the clients with their tax questions throughout the year.
- Maintain strong client relationships by managing their expectations, being responsive to their communications/emails, and meeting your promises with clients (delivering on what you say you will)
- Keep up to date with the latest tax legislation changes and IRS pronouncements as they become available.
- Oversee and manage all accounting practices and ensure compliance with financial regulations and standards.
- Collaborate with Managing Partners to develop and implement financial and operational strategies aligned with the organization's goals.
- Stay up-to-date on relevant tax laws and regulations.
Qualifications
- Must be a licensed CPA or EA
- At least 5 years of tax planning and preparation experience
- Strong problem solving and interpersonal communication skills
- Ability to set priorities, handle multiple tasks, and deliver results in a fast paced and dynamic environment with the desire for continuous improvement
- Willingness and ability to learn new tools and technologies quickly
Job Type: Full-time
Pay: $90,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Experience level:
Schedule:
- Day shift
- Monday to Friday
- Weekends as needed
Application Question(s):
- Will you be able to sign-off on tax returns you file?
- Please describe your tax planning, advisory, or consulting experience.
- Do you have experience as the primary point of contact for clients? If so, please describe your related experience.
Experience:
- Tax experience: 5 years (Required)
License/Certification:
- CPA or EA license (Required)
Work Location: Remote