Tax Manager – HNW Individuals & Pass-Through Entities (Fully Remote | 40-Hour Weeks Year-Round | Real Work-Life Balance

Location (North Carolina)

Salary 130k -150k

We’re a Top CPA firm with a strong presence in west North Carolina. We are looking to bring on a Remote Tax Manager to support its high-net-worth (HNW) and pass-through entity clients. This is a full-time, fully remote position with a true 40-hour

workweek — even during tax season.

If you're a tax professional who enjoys building strong client relationships, doing more than just compliance work, and working with a smart, collaborative team — this could be a great fit.

About the Firm

• Fully remote team built on trust, accountability, and mentorship
• Focused on planning and advisory, not just filings and deadlines
• Strong client retention and referral-based growth
• Tech-savvy, non-corporate culture (no layers of red tape)
• Dedicated to maintaining a sustainable workweek all year long

About the Role

As a Tax Manager, you'll oversee a mix of HNW individuals, pass-through entities, and closely held businesses. You'll work directly with clients on planning, structuring, and strategy — not just reviewing returns. Clients often have multi-entity setups, international exposure, trusts, gifting strategies, and real estate or investment holdings.

What You'll Do:

• Review and manage individual (1040), partnership (1065), S-Corp (1120S), and trust (1041) tax returns
• Serve as a key advisor to clients — lead planning calls and help them think ahead
• Support entity structuring, gifting strategies, multi-state and international tax matters
• Mentor and guide junior team members
• Work closely with partners on complex issues and planning projects

What They're Looking For

• 5–10 years of public accounting experience, with a strong background in HNW or private client services
• Deep understanding of pass-throughs, multi-entity structures, and trusts/estates
• Comfortable taking ownership of client relationships and communicating clearly and proactively
• Able to work independently in a remote, digital-first environment
• CPA or EA required; MST, LLM, or CFP® is a plus

Why This Firm?

• True 40-hour workweeks (no kidding — even during deadlines)
• High-level, interesting clients — entrepreneurs, investors, and business owners
• Boutique firm with low bureaucracy and a supportive, professional team
• Real emphasis on work-life balance and long-term career satisfaction

Interested?

Interviews are happening now. If you're looking for a role where you can do meaningful work, build real client relationships, and still have a life outside of work, this might be the opportunity you’ve been waiting for.