Lead and shape a remote tax practice focused on serving innovative clients. In this role, you’ll manage client engagements from start to finish, ensuring compliance with federal and state tax regulations while delivering forward-thinking planning strategies tailored to entrepreneurs and small businesses.
What You’ll Do
- Oversee the preparation and review of individual and business tax returns, ensuring precision and adherence to current standards
- Guide clients through complex tax scenarios, including entity structuring, compensation planning, and retirement design
- Mentor and manage a team of tax professionals, setting performance benchmarks and fostering professional growth
- Respond to tax notices and inquiries, managing both business and personal tax matters efficiently
- Develop tax projections and conduct scenario modeling using advanced software tools to support client decision-making
- Research evolving tax laws and apply insights to client strategies, covering income, payroll, and sales tax areas
- Collaborate on entity formations and advise on tax implications of organizational changes
- Monitor key performance metrics to improve team efficiency and service quality
- Support clients in accessing government programs and incentives relevant to their operations
What We’re Looking For
- Active CPA license with at least 8 years of public accounting experience
- Deep familiarity with cloud-based accounting platforms such as Xero, QBO, Sage, or NetSuite
- Hands-on experience with major tax preparation software and digital practice management tools
- Strong client communication skills, with a track record of building trust and managing expectations
- Proactive mindset—someone who identifies opportunities to improve systems and client outcomes
- Exceptional attention to detail and a commitment to safeguarding confidential information
- Proven ability to lead remotely, set priorities, and meet critical deadlines consistently
Work Environment & Benefits
This is a fully remote position open to candidates across the U.S. You’ll enjoy a flexible schedule, the ability to work from any location, and access to company-sponsored benefit programs. The role offers bonus potential tied to performance goals and KPIs, with compensation ranging from $120,000 to $180,000.
The culture values continuous learning, technological fluency, and meaningful contributions to clients and society. Team members are encouraged to engage authentically, challenge norms when necessary, and bring creativity to their work—all while maintaining the highest standards of professional excellence.
