CPA Tax Manager

Job Summary

Leading quarterly tax strategy and advisory meetings, the full-time remote CPA Tax Manager will build and execute tax plans, review monthly financials for accuracy, and oversee technical tax return preparations without compliance responsibilities.

Key responsibilities

• Lead quarterly tax strategy and advisory meetings for client portfolio
• Build and execute tax plans with entity-level expertise
• Review monthly financials for accuracy and recommend solutions

Required qualifications

• CPA license (EA with exceptional experience considered)
• 4+ years of public accounting tax experience with entity-level expertise
• Proven ability to lead client meetings and present strategy confidently
• Proactive mindset with the ability to anticipate client needs
• Comfort with QuickBooks Online, UltraTax, and other AI/cloud-based systems