Tax Manager

Role Overview:\n- Work with tax team, clients, and advisors to deliver comprehensive tax services.\n- Manage multiple priorities in a fast-paced, personalized environment.\n- Utilize strong client-facing and analytical skills.\n\nKey Responsibilities:\n- Prepare complex tax returns for high-net-worth individuals and entities.\n- Analyze client books (e.g., QBO) for tax data and year-end adjustments.\n- Serve as main point of contact for client tax communications.\n- Prepare quarterly and year-end tax projections and estimated payments.\n\nQualifications:\n- BA/BS in Finance, Accounting, or related field.\n- Active CPA license or IRS Enrolled Agent (CPA preferred).\n- 7+ years of experience with complex high-net-worth returns.\n- Proficiency with tax software (Lacerte, Ultra Tax CS, CCH Axcess) and digital workpapers.\n\nBenefits & Culture:\n- Fully remote role based in any state the firm operates in.\n- Opportunity for discretionary semi-annual incentive award and performance bonus.\n- Benefits include health care, dental, vision, and 401K matching.