Tax Manager

We have a unique opportunity for a remote Tax Manager in our CPA firm.

We are looking for an experienced CPA who can take ownership of the tax compliance side of the practice.

Your main focus will be reviewing returns, preparing tax projections, handling tax notices, onboarding new clients and making sure the work moves through our systems correctly and on time.

We currently serve approximately 70 client relationships and plan to roughly double that number over the next 18 months. Our clients are business owners, most of whom operate an S corporation and own real estate through an LLC.

How You’ll Contribute

• Review individual and business tax returns prepared by our outsourced tax team
• Review returns for S corporations, partnerships, real estate LLCs and their owners
• Maintain quality control over work prepared by others and catch problems before returns are completed
• Prepare midyear and year-end tax projections for clients
• Respond to IRS and state tax notices promptly
• Communicate directly with clients by phone, email and video
• Onboard new clients by setting them up in our systems and making sure their work gets completed
• Build and follow checklists, review procedures and other processes that keep work moving
• Work closely with our administrator, who is central to how the office operates
• Help identify when additional staff are needed as the firm grows
• Assist with tax and business planning projects when compliance work is lighter

What You’ll Bring

• Active CPA license
• At least 5 to 7 years of public accounting tax experience
• Strong experience reviewing individual and business tax returns
• Experience working with S corporations, partnerships, real estate LLCs and higher-income individuals
• Strong knowledge of S corporation basis, QBI, SSTB, reasonable compensation, passive activity rules, at-risk rules and real estate taxation
• Experience preparing tax projections and responding to IRS and state notices
• Experience with Lacerte, Office 365, QuickBooks Online or Karbon is helpful but not required

What you’ll love about us:

• No Tax Preparation: Your time will be focused on review, projections, notices, client communication and managing the compliance work.
• Work-Life Balance: We believe in getting the work done, getting it done right and then going home to enjoy your family.
• Growth Opportunity: You will have the opportunity to eventually lead the tax compliance side of the practice.
• Compensation: Competitive salary
• Formula-based performance bonuses tied to the firm’s goals
• Unlimited PTO as long as client work and deadlines are covered
• Office closed for the week of July 4th
• Office closed between Christmas and New Year’s Day

Hours:

• Normal schedule: rarely more than 40 hours per week, even in tax season

Upshot

If you are an experienced CPA who enjoys review work, and would like the opportunity to eventually run the tax compliance side of a growing firm, we would like to talk.

Pay: $120,000.00 - $145,000.00 per year

Education:

• Bachelor's (Preferred)

Experience:

• Tax Returns in a CPA firm: 7 years (Preferred)
• Tax Return Review work in a CPA firm: 3 years (Preferred)
• QuickBooks Online: 4 years (Preferred)

License/Certification:

• CPA License: (Required)

Work Location: Remote