Tax Accountant to Tax Manager
Our client, a growing tax and accounting practice, is seeking an experienced Tax Accountant / Tax Manager to join its team. This is an excellent opportunity for a tax professional with a mid-size to large public accounting firm background who is looking for greater client ownership, a diverse portfolio of engagements, and the flexibility of a fully remote work environment. The position will work directly with high-net-worth individuals and small to midsize businesses, overseeing tax return preparation and review, managing client relationships, and providing broader accounting support. The ideal candidate is technically strong, client-focused, and comfortable taking ownership of engagements while providing guidance to junior staff.
Key Responsibilities
Prepare and review complex tax returns for high-net-worth individuals and small to midsize businesses. Manage client relationships, serving as a primary point of contact for tax-related questions, requests, and ongoing needs. Prepare and review detailed financial statements and provide accounting support as needed. Oversee client communications and ensure timely, accurate delivery of work products. Supervise and mentor staff, providing guidance on tax engagements and day-to-day responsibilities. Support engagements involving gift and estate tax, tax-exempt entities, and other specialized tax matters as needed. Perform occasional offsite work at client locations to support client engagements and maintain strong relationships. Identify opportunities to improve processes, strengthen client service, and enhance the overall efficiency of engagements. Assist with audit-related work as needed. Qualifications 3+ years of public accounting experience with a mid-size to large accounting firm, including a focus on high-net-worth individual taxation. Experience preparing and reviewing individual and business tax returns. CPA license preferred, but not required. Strong client service and relationship management skills, with excellent written and verbal communication abilities. Proven analytical, organizational, and time management skills. Ability to manage multiple engagements and deadlines in a fast-paced environment. Proficiency with QuickBooks, tax and accounting software, and Microsoft Office. Experience with UltraTax is a plus. Knowledge of gift and estate taxation, tax-exempt entities, or auditing is advantageous. Willingness to travel occasionally to client locations as required. A master's degree in accounting or taxation is a strong plus. Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.