Tax Manager

Job Title: Tax Manager
Job Type: Full-Time, Non-Exempt
Location: Remote (must be authorized to work in the U.S.)
Reports To: Managing Director

Our client is seeking a CPA to take over a book of clients from the founder, ensuring a smooth transition and strong client relationships. This role involves leading a team of bookkeepers, reviewing bookkeeping work with team members or clients, and preparing or reviewing tax returns. You will also provide strategic tax planning and compliance support to help clients achieve their financial goals. The ideal candidate combines technical expertise, leadership skills, and a client-focused mindset to drive success for both clients and the team.

Our client is a fast-growing accounting and financial services firm offering clear financial guidance and expert accounting services for individuals and businesses. Their vision is to provide full financial solutions for business owners and their families. They are deeply committed to seeing each team member reach their personal, professional, and financial goals through meaningful, collaborative work. Their core values-accountability, personal growth, results orientation, and problem solving-form the foundation of their hiring process and company culture.

• Client Transition: Seamlessly take over a book of clients from the founder by establishing rapport and ensuring clear communication about the transition process.

• Client Satisfaction: Maintain a high level of client satisfaction by delivering timely, accurate, and professional services.

• Team Oversight: Effectively lead and support a team including a staff accountant and bookkeeper, fostering collaboration, accountability, and professional growth.

• Training and Development: Provide ongoing training and feedback to bookkeepers to ensure compliance with company standards and client needs.

• Bookkeeping Review: Conduct regular reviews of bookkeeping work, either with bookkeepers or directly with clients, to ensure accuracy and alignment with financial goals.

• Tax Compliance: Prepare or review tax returns with precision, ensuring compliance with all applicable regulations and deadlines.

• Tax Planning: Provide strategic tax planning advice to clients to minimize liabilities and optimize financial outcomes.

• Other duties as assigned.

• Strong understanding of basic accounting principles and practical application of GAAP

• Experience with financial reporting, general ledger management, and account reconciliation

• Excellent analytical and problem-solving abilities

• Exceptional attention to detail and accuracy

• Strong communication and interpersonal skills, especially in client interactions

• Ability to work independently and manage multiple priorities

• Well-organized with effective time management skills

• Proficient in Microsoft Office Suite (especially Excel) and accounting software

• Familiarity with Canopy, QuickBooks Online, ProConnect, and Google Workspace is a plus

• Bachelor's degree in Accounting, Finance, or related field

• At least 7 years of relevant accounting experience, ideally in public accounting or a CPA firm

• Experience reviewing financials and tax returns, managing a client base, and supervising staff

• CPA license is required

• Prolonged periods of sitting and working at a computer

• Occasional travel (up to 2%) for retreats or training sessions

• Ability to lift up to 10 pounds

• Reasonable accommodations may be provided as needed

• Performance-based bonuses

• Health, dental, and vision insurance (for full-time employees)

• SIMPLE IRA with company match

• Paid time off and federal holidays

• Bereavement leave

• Flexible work schedule

• Remote work environment