What are the responsibilities and job description for the Tax and Accounting Manager position at CFS?
Title: Tax and Accounting Manager
Location: Remote
Industry: Financial Services
Salary: $90,000 to $120,000
Position Overview
The Tax & Accounting Manager will oversee all aspects of tax preparation, planning, and accounting functions for individual and business clients. This individual will play a key role in supporting the firm’s advisory team, ensuring accurate financial reporting, compliance with regulations, and strategic tax guidance aligned with clients’ long-term goals.
This is a hands-on position within a small firm environment; ideal for someone who enjoys both client-facing advisory work and technical execution.
Key Responsibilities
Location: Remote
Industry: Financial Services
Salary: $90,000 to $120,000
Position Overview
The Tax & Accounting Manager will oversee all aspects of tax preparation, planning, and accounting functions for individual and business clients. This individual will play a key role in supporting the firm’s advisory team, ensuring accurate financial reporting, compliance with regulations, and strategic tax guidance aligned with clients’ long-term goals.
This is a hands-on position within a small firm environment; ideal for someone who enjoys both client-facing advisory work and technical execution.
Key Responsibilities
- Manage and review preparation of individual, business, trust, and estate tax returns.
- Provide proactive tax planning and strategic advice to clients in collaboration with the firm’s financial advisors.
- Oversee bookkeeping, financial reporting, and accounting functions for select business clients.
- Maintain compliance with federal, state, and local tax regulations.
- Serve as a trusted advisor to clients, helping them understand and plan for tax implications of their broader financial goals.
- Bachelor’s degree in Accounting, Finance, or related field.
- Active CPA license or Enrolled Agent (EA) required.
- Minimum of 3–7 years of experience in public accounting, tax, or wealth management.
Salary : $90,000 - $120,000