Responsibilities
- Maintain long-term client relationships and ensure exceptional satisfaction by enforcing strict quality control for all deliverables
- Lead and develop a tax team consisting of a senior tax manager and three tax accountants
- Produce personal and corporate tax planning materials and adjust clients’ payroll configurations to align with strategic goals
- Prepare and review individual and business tax returns with precision
- Design and track key performance indicators to monitor team effectiveness, support data-based decisions, and maintain compliance with regulations and internal policies
- Handle responses to tax notices from government agencies, including those related to income, payroll, and personal or business taxes
- Generate tax forecasts, run scenario models, and conduct financial analyses using specialized tax software
- Investigate federal and state-level tax matters involving income, payroll, and sales tax
- Address client questions on tax reporting, planning strategies, and compliance issues
- Advise clients on tax-efficient organizational structures and support legal entity formation
- Analyze and recommend optimal tax treatments for compensation, retirement plans, and employee incentives
- Support clients in identifying and applying for government tax incentives, grants, or relief programs
Work Arrangement
Remote (Worldwide)
Team
Leadership role managing a team of tax professionals
Other
- This is a full-time, remote work role with opportunities to manage others.
- You’ll have a flexible schedule, be able to work-from-anywhere, and participate in company benefit programs.
- PS - If you'd prefer a part-time Tax CPA role, let us know in your application.
