100% Remote Tax Manager

Jobot; San Francisco (CA); Remote; USD 150,000 - 300,000; Full time

Benefits offered by this job

Competitive Base Salary

Extremely Competitive Benefits Package

Profit Sharing

401k Matching

Outstanding Career Growth

Job summary

A remote accounting firm based in San Francisco, CA is seeking a Senior Tax Manager with at least 7 years of experience. The role focuses on tax planning and advisory services for ultra-high-net-worth clients and requires strong leadership skills to mentor junior staff. The position is fully remote, offering flexibility and opportunities for career growth. Qualified candidates should have a Bachelor's degree in accounting, extensive knowledge of tax laws, and excellent client relationship management abilities. Competitive salary and benefits are provided.

Qualifications

• 7+ years of progressive experience in public accounting or tax consulting.
• Proven experience in tax planning and review for high net worth individuals.
• Strong leadership skills with a track record of coaching staff.

Responsibilities

• Provide comprehensive tax services and advice to clients.
• Review complex individual and corporate tax returns.
• Mentor junior staff members and foster a growth environment.
• Drive business development initiatives for new client opportunities.

Skills

Tax planning

Client relationship management

Leadership and mentoring

Business development

Analytical skills

Education

Bachelor's degree in Accounting, Finance, or related field

Master's degree or CPA preferred

Tools

Tax software

Job description

100% Remote Senior Tax Manager / 300k / CPA

Salary: $150,000 - $300,000 per year

A bit about us

Based in San Francisco, CA our partners have over 40 years of combined experience specializing in providing audit, accounting, and tax planning and compliance services to sophisticated clientele. We have clients located across the country and are able to communicate with them easily, and have the capabilities to seamlessly and securely exchange documents and tax information through our secured portal system, our most cutting‑edge technology in our profession. We are actively looking for a Tax Manager who can help with researching tax issues and filing requirements that affect tax compliance while developing subordinates’ technical and industry skills and encouraging growth.

Why join us

• *Top 100 Best Accounting Firms to Work*
• Competitive Base Salary!
• Extremely Competitive Benefits Package!
• Diverse Client Relationships!
• Outstanding Career Growth!
• 100% Remote
• Profit Sharing
• 401k Matching

Job Details

We are seeking an experienced and highly motivated Tax Manager to join our team in the Mortgage industry. This is a permanent, 100% remote position, offering you the flexibility to work from any location while also providing a challenging and rewarding career. Our ideal candidate is a seasoned tax professional with a strong background in tax review, estate planning, and business development. You will be responsible for managing tax advisory services, business development, and coaching and mentorship of our team. Your role will be critical in serving high net worth individuals, S Corps, private foundations, and real estate entities.

Responsibilities

1. Provide comprehensive tax services and advice to a portfolio of clients, including ultra‑high‑net‑worth individuals, S Corps, and private foundations.
2. Review complex individual, corporate, partnership, and estate tax returns.
3. Lead and manage multiple tax engagements to deliver quality tax services for our clients.
4. Develop and maintain strong client relationships, manage expectations, and ensure delivery of high‑quality customer service.
5. Provide tax planning and review complex income, estate, and gift tax returns.
6. Mentor and coach junior staff members, fostering a learning and growth environment.
7. Drive business development initiatives, identifying and securing new client opportunities.
8. Stay abreast with industry trends and changes in tax laws to provide accurate and timely advice to clients.

Qualifications

1. Bachelor's degree in Accounting, Finance, or related field. A Master's degree or Certified Public Accountant (CPA) designation is preferred.
2. A minimum of 7+ years of progressive experience in public accounting or tax consulting.
3. Proven experience in tax planning and review for high net worth individuals, S Corps, and private foundations.
4. Extensive knowledge of tax laws, regulations, and codes.
5. Strong leadership skills with a track record of coaching and mentoring junior staff.
6. Excellent business development skills with a proven ability to identify and secure new client opportunities.
7. Exceptional client service along with the ability to develop excellent client relationships.
8. Strong written and verbal communication skills.
9. Ability to work in a fast‑paced, dynamic environment with a focus on detail and accuracy.
10. Proficiency in tax software and technology tools.

This is an exciting opportunity for a seasoned tax professional to join a dynamic and growing team. If you are looking to leverage your skills and experience in a flexible, remote role, we encourage you to apply today. Easy Apply now by clicking the "Easy Apply" button.