Tax Advisory Manager
Job Summary
To support a growing advisory team, the full-time Tax Advisory Manager will focus on client relationships, review financial statements, and develop tax strategies, all while working remotely across the U.S.
Key responsibilities
- Oversee tax work and ensure technical accuracy without preparing tax returns
- Lead quarterly strategy conversations with business owners and explain complex tax issues in understandable terms
- Review monthly financial statements to identify issues and opportunities for tax strategies
Required qualifications
- 4+ years of public accounting tax experience, particularly with business entities
- CPA preferred; exceptional EA candidates with entity-level tax experience may be considered
- Experience with QuickBooks Online and UltraTax
- Familiarity with cloud/AI-enabled accounting technology
- Strong communication skills to convey technical tax concepts to clients effectively
Complete Job Description
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