Tax Manager / Senior Tax Manager – Fully Remote (U.S.)

Tech Forward CPA Firm | Path to Partnership | Real Work-Life Balance

We’re partnered with a modern, 100% virtual CPA firm that is intentionally scaling its tax practice and looking for Tax Managers and Senior Tax Managers who can operate as leaders — not just reviewers or task managers. This is not a “hold the ship together during busy season” role. It’s a strategic hire for someone who wants real ownership, influence, and visibility inside a growing firm.

This is a long-term growth seat working with a high-caliber client base made up of entrepreneurs, founders, and high-net-worth individuals — clients who expect strategic thinking, proactive planning, and a trusted advisor, not just compliance support.

What You’ll Be Doing

• Leading complex tax engagements for entrepreneurs, closely held businesses, and HNW individuals
• Serving as a strategic partner to clients, not just a compliance resource
• Providing review and sign-off on federal and multi-state returns (1040, 1120S, 1065, 1120, trusts/estates)
• Playing a key role in team leadership, including coaching, mentoring, and developing senior and staff accountants
• Helping shape internal processes, workflow, and long-term tax strategy as the firm scales
• Acting as a point person on client relationships and internal project execution

Client Types

• Entrepreneurs and founders
• High-net-worth individuals and multi-generation family groups
• Closely held businesses and operating partnerships
• Real estate investors and complex ownership structures

Tech Stack (100% Cloud-Based)

• Tax: CCH Axcess or UltraTax
• Workflow: Karbon
• Accounting: QuickBooks Online, Xero
• Document Management: SafeSend, SharePoint, SmartVault
• Communication: Zoom, Teams, Slack

What They’re Looking For

• 6–12+ years of public accounting experience
• Strong background working with HNW / entrepreneur-focused clients
• Proven ability to lead teams, mentor staff, and operate at a strategic level
• Comfortable taking ownership of client relationships and internal initiatives
• CPA strongly preferred
• Someone who is looking beyond a title — toward partnership and long-term impact

Why This Role Stands Out

• Fully remote, nationwide
• True leadership opportunity in a fast-scaling virtual firm
• Clear, structured path to partnership
• Modern systems and tools — no legacy tech or micromanagement
• Work-life balance that’s actually protected, not just advertised

Compensation

• Competitive base (DOE / Level: $140-180K)+ performance bonus + long-term partnership upside
• Health, Life, Dental, 401K Match, Flexible PTO + more

Please apply ASAP or you can send your resume to me directly for immediate consideration: Chuck@Levelociti.com