CPA Tax Manager

Job Summary

To support a rapidly growing boutique high-net-worth tax advisory firm, the remote CPA Tax Manager will manage complex tax strategies for clients, focusing on client advisory and relationship building rather than solely tax compliance.

Key responsibilities:

• Oversee tax planning and compliance for high-net-worth individuals and passthrough entities
• Develop and maintain strong client relationships, providing proactive tax strategies
• Utilize CCH Axcess for managing client tax workflows and reporting

Required qualifications:

• Bachelor's Degree in Accounting or a related field
• CPA or EA certification
• 5+ years of tax experience from a Top 100 CPA firm
• Expertise in high-net-worth individuals and closely held businesses
• Experience with CCH Axcess software