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Manage and review individual and business tax returns while leading tax planning conversations for clients. Supervise and mentor staff members while partnering with wealth advisors to provide a coordinated client experience.
This is a remote position.
About the Firm
Our client is a family office that owns several growing accounting firms alongside their large national wealth management practice. The vision is simple: give clients a true one-stop experience, with wealth management and tax working side by side. New clients come in every year through organic growth and acquisitions, so the work never runs dry. What they need most to reach the next stage is great people, and they are ready to invest in the right ones.
About the Role
They're hiring a Tax Manager to join one of their accounting firms, a team known for its strong culture, leadership, and quality of life. The family office behind these firms is growing quickly and is looking for exceptional tax talent who is hungry, humble, and smart. For the right person, this is a chance to build a long-term career, not just fill a seat.
Key Responsibilities
Manage and review individual and business tax returns, including 1040, 1065, 1120S, and related filings.
Lead tax planning conversations and advise clients, many of whom also work with the wealth management firm.
Supervise, review, and mentor staff and seniors, and help develop the next generation of the team.
Own client relationships and keep engagements, deadlines, and workflow on track.
Partner with wealth advisors so clients get one coordinated planning and tax experience.
Help improve processes and systems as the firms grow and bring new practices on board.
Stay current on tax law changes and share what matters with clients and the team.
5+ years of tax experience in public accounting or a similar setting, including reviewing returns and supervising others.
CPA or EA preferred.
Strong individual and business tax knowledge. High-net-worth, trust, or business owner clients are a plus.
Comfortable being client-facing and leading planning conversations with confidence.
Self-directed and organized.
Wealth management or advisory-focused firm experience is a plus.
Competitive salary, commensurate with experience.
Bonus opportunities
Strong benefits package
Fully remote
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