Tax Manager / Senior Tax Manager (Fully Remote) — Closely Held Businesses & Entrepreneur Clients

Balanced Hours • Leadership Track • Real Path to Partnership

A well-run, boutique CPA firm is adding a Tax Manager / Senior Tax Manager to help lead a growing book of closely held businesses and their owners. This is a hands-on review-focused role with real client visibility, meaningful planning work, and a clear path to take on more responsibility over time.

The firm keeps a steady, organized workload with predictable seasons and reasonable hours. It’s a good fit for someone who wants leadership responsibility and long-term growth without the chaos.

About the Firm

• 20+ years supporting entrepreneurs, professional service firms, real-estate investors, and multigenerational family businesses
• Fully remote, modern processes, paperless workflow
• Loyal client base and extremely low turnover
• Planning-heavy, relationship-driven work (not a production shop)
• Leadership that values clarity, balance, and long-term growth

The Role: Tax Manager – Closely Held Businesses & Their Owners

You’ll oversee a mix of S-Corp, partnership, and multi-entity clients—plus the related 1040s for the business owners. The role is review-heavy with steady client contact, practical planning, and the ability to influence the direction of the practice.

Key Responsibilities

• Review 1120S, 1065, 1040, and related ownership filings
• Lead planning and strategy discussions directly with business owners
• Advise on structure, elections, compensation strategy, basis, distributions, and multi-state issues
• Support growth initiatives and help shape the firm’s direction
• Mentor junior staff and help maintain a calm, organized workflow
• Partner with leadership on more complex clients and projects

Ideal Candidate

• 5–10+ years in public accounting focused on pass-throughs and closely held businesses
• Strong review experience across entity returns and related owner 1040s
• Comfortable advising clients and leading planning conversations
• Thrives in a remote, tech-forward environment
• CPA or EA required

This isn’t a coasting role—the hours are manageable, but the expectations and upward mobility are real. The firm is looking for someone who can grow, lead, and eventually be part of long-term strategic discussions.

Why This Role Stands Out

• Fully remote with modern tools and clean systems
• Steady, predictable workload with reasonable hours year-round
• Direct access to business owners and planning-focused work
• Clear path to greater responsibility and future partnership discussions
• Stable, low-turnover team and no big-firm bureaucracy

Interested?

Interviews are being scheduled now.

If you’re a strong Tax Manager who wants leadership, balance, and a genuine long-term path, please apply or reach out anytime: chuck@levelociti.com