Remote Tax Manager / Senior Tax Manager – Business Owners & Private Clients

Salary - 140k-165

Are you a seasoned tax professional looking for a role that offers meaningful client relationships, challenging work, and genuine work-life balance — all in a fully remote setting?

We’re a modern, boutique CPA firm located in the southeast that puts people first: our clients, our team, and the quality of life we all value. We're currently looking for an experienced Tax Manager or Senior Tax Manager to join our growing team and work closely with a high-caliber client base of successful entrepreneurs, closely held businesses, family offices, and investment entities.

In this role, you’ll be a strategic advisor to clients — not just a compliance processor. You'll manage complex tax filings, lead proactive planning conversations, and help shape the long-term financial well-being of business owners and their families.

What You’ll Do

• Oversee and review tax returns including 1065, 1120S, 1120, 1040, and 1041 for business owners and their related entities
• Provide clients with forward-thinking tax planning and strategic advice
• Consult on entity structures, ownership transitions, wealth transfer strategies, and multi-state tax matters
• Serve as a mentor to junior staff, helping develop a collaborative, supportive team culture
• Partner directly with firm leadership on high-level planning and firm-wide initiatives

Who You Are

• Experienced: 5–10+ years in public accounting, with a strong background working with business owners, pass-through entities, and complex tax structures
• Technically Sharp: Deep knowledge of multi-entity structures, owner-level filings, investments, and generational tax planning
• Client-Focused: A proactive, personable communicator who builds trust and long-term client relationships
• Self-Directed: Comfortable in a fully remote, paperless, and high-accountability environment
• Credentials: CPA or EA required; MST, LLM, or CFP® a plus

Why Join Us?

• Fully Remote, Always – Work from anywhere in the U.S., with a flexible, tech-enabled setup
• Real Balance – Busy season capped at 50–55 hours/week, with significantly lighter workloads in off-peak times
• Growth & Ownership – Make a real impact in a collaborative, entrepreneurial firm environment
• High-Quality Clients – Advise sophisticated entrepreneurs, investors, and family-owned businesses
• No Micromanagement – We trust our team and value independence, initiative, and professionalism

Let’s Talk

Interviews are now underway.

If you're a relationship-driven tax professional ready to step into a role that values both expertise and lifestyle, we’d love to hear from you.