Who We AreWe are an established, forward-thinking CPA firm with over a decade of success in tax-focused services for small businesses.
Our team is known for a client-centered approach, modern solutions, and a dedication to continuous improvement.
As our firm grows, we're seeking an energetic, personable, and proactive Senior Tax Manager / CPA to lead our daily operations, manage client relationships, and drive tax strategy.
This position offers a rare blend of autonomy, client interaction, and the chance to innovate alongside an experienced team.The RoleCompensation: $80,000 - $120,000 per yearLocation: RemoteExperience Required: Minimum 7 years in tax and small business accountingAbout the RoleAs Senior Tax Manager, you'll be the primary client contact and a trusted advisor for tax planning, strategy, and complex returns.
You'll lead a team and act as a key figure in shaping the firm's future direction, as the owner transitions into a strategic role.
This role is ideal for a CPA who thrives on relationship-building, is fluent in advanced tax matters, and has a knack for tech-driven solutions, including AI.Key ResponsibilitiesClient Relationship ManagementAct as the face of our firm, building trust and rapport with clients through regular interactions and insightful tax guidance.Provide proactive advice on tax planning and business strategy, making complex information accessible and actionable.Tax Review & Strategy DevelopmentReview intricate tax returns with ProSeries, ensuring compliance and accuracy at every step.Address complex issues such as stock options, partnership basis, and multi-state taxes, crafting customized strategies for each client.Team Leadership & DevelopmentLead and mentor a team of a tax manager and part-time bookkeepers, fostering a collaborative and high-performance environment.Ensure team alignment with quality standards and timelines, promoting continuous learning and efficiency.Process Innovation & Firm GrowthUse the firm's Karbon CRM system to manage workflows, track deadlines, and maintain smooth operations.Partner with the owner in refining internal processes, implementing new tools, and welcoming new clients to the firm.Why Join Us?Flexible Remote Work: Enjoy the benefits of a fully remote position with flexible arrangements to suit your work-life balance.Competitive Compensation: $80,000 - $120,000, commensurate with experience and expertise.Supportive Team Environment: Collaborate with a dedicated team committed to quality and client success.Growth-Oriented Leadership: Step into a role with autonomy, leading the firm's daily operations as the owner transitions into strategic expansion.Ideal ProfileWhat You BringCredentials: Active CPA license.Experience: 7+ years in tax, specifically with small business clients.Tech-Savvy: Strong skills in ProSeries and familiarity with CRM tools (Karbon or similar); a passion for AI-driven tools and process innovation is a bonus.Personable Leadership: An outgoing, relationship-oriented approach to client and team interactions.Independent & Strategic: A self-starter with the ability to work autonomously while aligning with the firm's goals and values.What's on Offer?Leadership RoleFlexible working optionsFantastic work culture