Tax Manager / Experienced Tax Senior

Tax Manager / Experienced Tax Senior Remote | Full-Time | Starting at $100,000 Sterling Tax & Accounting is a growing boutique CPA firm providing proactive tax strategy, tax compliance, accounting, and advisory services to business owners and high-income individuals across the country. We are looking for an experienced, licensed tax professional who is technically strong, comfortable with technology, and capable of contributing across tax preparation, review, and advisory work. This position may be structured at the Tax Manager or Experienced Tax Senior level depending on the candidate’s background and experience. This is a hands-on role for someone who enjoys complex tax work, developing planning strategies, supporting other tax professionals, and helping a team move work forward. It is not a traditional management position focused primarily on administration. Our managers and seniors remain actively involved in preparing and reviewing returns and serving clients. What You’ll Do Prepare and review complex federal and multi-state individual and business tax returns, including Forms 1040, 1120-S, and 1065 Review returns for technical accuracy, completeness, consistency, and tax planning opportunities Work with business owners and high-income individuals on proactive tax planning and advisory engagements Analyze client circumstances and help develop practical tax-saving strategies Prepare tax projections and communicate planning recommendations clearly Help clients understand how tax strategies affect their businesses and personal financial decisions Provide clear, practical review notes and help preparers improve the quality and efficiency of their work Support a small tax team or pod through daily workflow check-ins, technical guidance, and prioritization Answer routine technical questions and recognize when more complex issues should be escalated Make sound decisions based on technical risk, materiality, deadlines, and available information Research federal and state tax issues and clearly document conclusions Communicate directly with clients to gather information, explain tax matters, and move engagements forward Collaborate with tax leadership to improve processes, templates, training, technology, and quality control Use technology effectively to manage work, document conclusions, communicate with the team, and improve efficiency What We’re Looking For Active CPA or EA license At least five years of recent public accounting tax experience Strong experience preparing and reviewing S corporation, partnership, and complex individual tax returns Experience providing tax planning or advisory services to business owners and high-income individuals Ability to identify tax planning opportunities beyond simply preparing an accurate return Strong working knowledge of federal taxation and multi-state compliance Demonstrated ability to review tax returns independently and identify material technical issues Ability to balance technical quality with deadlines, budgets, and materiality Confidence supporting less-experienced tax professionals and helping them work through questions Strong written and verbal communication skills Confidence communicating tax concepts and recommendations directly to clients Highly organized and able to manage multiple priorities during deadline periods Comfortable learning and using new technology in a fully virtual environment A collaborative, accountable approach and willingness to take ownership of work Technology Experience Experience with professional tax software, workflow management systems, cloud-based document management, and virtual collaboration tools is required. Experience with Lacerte, ProConnect Tax Online, Karbon, QuickBooks Online, Google Workspace, or similar platforms is helpful but not required. We are looking for someone who does more than tolerate technology. The right person will be curious about better ways to work, willing to learn new systems, and comfortable adapting as our processes continue to evolve. What Success Looks Like A successful person in this role will: Prepare and review technically accurate, high-quality tax returns Identify meaningful tax planning opportunities for clients Translate technical tax concepts into clear, practical recommendations Keep engagements moving without sacrificing quality Help newer team members become stronger and more independent Recognize when an issue is material and when the team has enough information to proceed Communicate questions and problems early rather than allowing work to stall Use technology and established processes consistently Contribute to a calm, collaborative, and accountable team environment About Sterling Tax & Accounting Sterling Tax & Accounting is a virtual CPA firm serving entrepreneurs, business owners, and high-income individuals with complex tax needs. We believe tax work should be proactive, strategic, and connected to the client’s larger business and financial goals. Our team values collaboration, candor, accountability, continuous improvement, and taking ownership of our work. We are building a modern firm where talented tax professionals can do challenging work, contribute ideas, use technology effectively, and continue developing their careers. Compensation: Starting at $100,000 annually, with final compensation based on experience, technical capabilities, credentials, and the level at which the position is structured. Applicants will be asked to provide their salary expectations as part of the application process. Job Type: Full-time Pay: From $100,000.00 per year Benefits 401(k) 401(k) matching Bereavement leave Continuing education credits Dental insurance Flexible schedule Health insurance Internet reimbursement Life insurance Opportunities for advancement Paid time off Professional development assistance Vision insurance Work from home Education: Bachelor's (Preferred) Experience: Management: 3 years (Preferred) Tax: 5 years (Required) License/Certification: CPA or EA (Required) Work Location: Remote