Tax Manager / Client Advisory for CPA firm, 100% Remote

$80-120k+ | 100% Remote | No Travel | CPA Firm with a focus on Business Clients

Burned out by the traditional accounting firms and long tax season hours? We work only with business owners and focus on tax advisory, so our workload is more spread out during the year. We continuously try to find ways to make our work easier and more efficient which in turn helps us provide a better service to our clients.

We’re a forward-looking accounting firm focused on tax planning and advisory and we’re looking for an awesome, self-sufficient CPA or EA to prepare and review tax returns and to provide client research and advice. For us, tax returns are not the final product but just one of the results of helping the client throughout the year. We want to help clients make better business decisions and provide comprehensive tax planning.

How You’ll Contribute

We're all about helping our clients get organized, growing their businesses and paying less in taxes. We want to help them with their goals and at the same time help you, as a team member, meet your goals.

You should have strong experience with tax preparation and tax research. You should also have a very good knowledge of accounting and using QuickBooks to generate and analyze financial reports. Training on our methods will be provided.

You’ll be part of a growing team. We’ll need you to prepare and self-review tax returns, working with the founding CPA and working with the bookkeeping staff. As our relationship grows, together we’ll build a team of tax staff to work with you.

What You’ll Do

• Prepare and review business and personal tax returns
• Manage tax return process & client data
• Train and become a tax planning advisor helping clients through various strategies
• Prepare and present tax planning kickoff calls, implementation calls and quarterly calls helping clients with their tax questions throughout the year
• Review work of staff accountants / bookkeepers
• Delegate work from clients to staff accountants / bookkeepers
• Record tax entries within client’s accounting system and spot potential tax errors
• Keep up to date with latest tax legislation changes and IRS pronouncements as they become available
• Research strategies that may apply to clients and keep up to date with the evolving tax industry
• Eventually, prepare and present tax planning kickoff calls, implementation calls and quarterly calls working with clients on their tax questions throughout the year

Qualifications

• 3+ years of working in public accounting on taxes for individuals and businesses
• 1+ years of people management experience
• Must be a licensed tax preparer – EA or CPA (any US state)
• Strong experience with 1120, 1120S, 1065 tax returns
• Problem solving – ability to understand clients’ issues and solve tax and accounting issues
• Positive attitude – to help clients and meet company goals through great communication skills
• Ability to set priorities, handle multiple tasks, and deliver results in a fast paced and dynamic environment with the desire for continuous improvement
• Advanced Excel skills
• Willingness and ability to learn new tools and technologies quickly.
• Ability to make decisions on complex challenges based on sound judgment and outside-of-the-box thinking.
• Ability to perform tax research with CCH AnswerConnect and other tools
• QuickBooks Online and general ledger experience
• Ability to work independently and remotely on multiple projects at once, while meeting or exceeding tight deadlines

About the Firm

Started in 2012, we have been consistently growing, improving systems and implementing tools to better help business owners.

We focus exclusively on business owners (generally companies between $1M to $10M in revenue), real estate investors and some international tax. We have some great systems to help clients and we need help with the new clients that are coming on board every month and providing great service to existing clients.

We’re a 100% remote company. We understand that team members want flexibility, balance and freedom to work from anywhere and we fully support that.

What We Provide

• Hourly $45 to $55+, depending on experience
• Full-time salary of $90,000 to $120,000+, depending on experience
• Flexible PTO
• 401(k) with automatic company contribution
• Health Insurance
• Performance bonus structure
• Company provided equipment for a remote office setup
• Monthly technology reimbursement
• Flexible hours
• Work from home
• Positive work environment!

Core Values

• Continuous improvement
• Cooperation and positive, growth-oriented mindset
• Honesty & team mindset

DO NOT contact the firm directly before we have an interview. US based applicants ONLY. Thank you!