Tax Manager / Senior Tax Manager – Fully Remote

Virtual CPA Firm | Entrepreneur & Pass-Through Client Base | Long-Term Growth Opportunity

A growing cloud-based CPA firm is looking to add a Tax Manager or Senior Tax Manager to its team. The firm works primarily with entrepreneurs, closely held businesses, ownership groups, and high-net-worth individuals, and they are looking for someone who can operate independently, manage client relationships, and help lead the tax function as the firm continues to scale.

This is a fully remote role with a firm that has invested heavily in technology, workflow, and process. The environment is collaborative but fairly low-ego - people are expected to handle their work, communicate well, and operate like professionals without constant oversight.

Responsibilities

• Review complex tax returns for individuals, partnerships, S-Corps, corporations, and trusts/estates
• Work directly with business owners and high-net-worth clients on planning and advisory matters
• Manage and mentor staff and seniors across engagements
• Handle client communication and act as a lead contact on accounts
• Assist with workflow management, process improvement, and tax department operations
• Support multi-entity and multi-state tax engagements across a variety of industries

Client Base

• Entrepreneurs and founder-led businesses
• Closely held companies and pass-through entities
• Real estate investors and ownership groups
• High-net-worth individuals and family groups

Technology Environment

• CCH Axcess and/or UltraTax skills are sought
• QuickBooks Online
• Karbon
• SafeSend
• Microsoft 365 / Teams
• Fully cloud-based systems and workflow

What They’re Looking For

• 6+ years of public accounting tax experience
• Strong experience with pass-through entities and owner/operator client environments
• Comfortable reviewing returns and managing client relationships directly
• Ability to lead staff and operate with minimal hand-holding
• CPA preferred
• Someone interested in long-term growth, leadership, and eventually operating at a Partner level

Additional Details

• Fully remote within the U.S.
• Reasonable busy season expectations compared to most public accounting environments
• Strong flexibility and autonomy
• Clear growth opportunity as the firm continues expanding
• Competitive compensation structure with bonus potential and long-term upside

Compensation

Roughly $135K-$175K base depending on level, background, and ability to operate independently, plus bonus and benefits.

If interested, please apply directly or send your resume to Chuck@Levelociti.com for immediate consideration.