Remote CPA Tax Manager - Client Advisory & Reviews

Orion Placement; California; Remote; USD 100,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Vision insurance

401(k) with match

Unlimited PTO

Shorter workweek outside tax season

Job summary

Confidential Employer is seeking a licensed CPA to independently review complex individual, S corporation, and partnership tax returns while managing client relationships. This remote role emphasizes high-quality tax advisory work and timely delivery across engagements.

You will collaborate with leadership on tax strategies, reviews, and opportunities for process improvements. The position offers a flexible schedule, strong benefits, and room for growth within a growing tax advisory practice.

Qualifications

• Active CPA license required.
• 4+ years of recent public accounting tax experience.
• Experience independently reviewing Forms 1040, 1120-S, and 1065.
• Proven experience managing client relationships and multiple tax engagements.
• Strong technical tax knowledge, problem-solving abilities, and communication skills.
• Ability to work independently and meet deadlines while maintaining high-quality standards.
• Tax advisory experience, an existing book of business, or familiarity with ProConnect is a plus, not required.

Responsibilities

• Independently review complex individual, S corporation, and partnership tax returns for accuracy and compliance.
• Manage client relationships and serve as a trusted resource for tax questions and planning opportunities.
• Research complex tax matters, identify potential issues, and recommend practical solutions.
• Oversee tax engagements from planning through completion, ensuring quality and timely delivery.
• Provide meaningful review feedback and help develop junior accounting professionals.
• Collaborate with leadership on tax strategies, workflow improvements, and client service initiatives.
• Take ownership of responsibilities that directly contribute to the growth and success of our practice.

Skills

CPA license

Tax review

Client management

Communication skills

Tools

ProConnect

Job description

Confidential Employer is seeking a licensed CPA to independently review complex individual, S corporation, and partnership tax returns while managing client relationships. This remote role emphasizes high-quality tax advisory work and timely delivery across engagements.

You will collaborate with leadership on tax strategies, reviews, and opportunities for process improvements. The position offers a flexible schedule, strong benefits, and room for growth within a growing tax advisory practice.