Senior Tax Manager / CPA (Remote Leadership Opportunity)

Sunstone Digital Tech; Canada; Remote; USD 80,000 - 120,000; Full time

Job summary

Join a forward-thinking CPA firm as a Senior Tax Manager, where you will lead operations and shape tax strategies. This remote role offers a unique opportunity to build strong client relationships, mentor a dedicated team, and innovate processes with cutting-edge technology. With a competitive salary and a supportive environment, you'll thrive in a culture that values autonomy and collaboration. If you're passionate about tax planning and have a knack for tech-driven solutions, this could be the perfect fit for you. Embrace the chance to make a significant impact in a growing firm!

Benefits

Flexible Remote Work

Competitive Compensation

Supportive Team Environment

Growth-Oriented Leadership

Qualifications

• 7+ years in tax and small business accounting required.
• Active CPA license is mandatory for this role.

Responsibilities

• Manage client relationships and provide strategic tax advice.
• Lead a team, ensuring quality standards and continuous improvement.
• Innovate processes using Karbon CRM for efficient operations.

Skills

Client Relationship Management

Tax Planning

Team Leadership

ProSeries

AI-driven Solutions

Education

Active CPA License

Tools

Karbon CRM

ProSeries

Job description

Who We Are

We 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 Role

Compensation: $80,000 - $120,000 per year

Location: Remote

Experience Required: Minimum 7 years in tax and small business accounting

About the Role

As 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 Responsibilities

• Client Relationship Management
• Act 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 Development
• Review 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 & Development
• Lead 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 Growth
• Use 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 Profile

What You Bring

• Credentials: 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 Role
• Flexible working options
• Fantastic work culture