Remote Senior Tax Manager — High‑Net‑Worth Client Advisory

Remote; San Francisco (CA); Remote; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

Parallel Advisors, LLC is seeking an experienced Tax Manager to lead high-net-worth tax preparation, planning, and advisory work. This fully remote role collaborates with the tax team, clients, and financial advisors to deliver proactive, high-touch service.

The ideal candidate has CPA status, a solid background in complex returns, and strong client communication skills. This position supports tax compliance, advisory, and proactive planning, with opportunities to work with cross-functional

Qualifikationen

• Bachelor’s degree in Finance, Accounting, or related field.
• Active CPA license or IRS Enrolled Agent (CPA preferred).
• 7+ years of experience preparing complex tax returns for high-net-worth clients.
• Experience with professional tax software packages (Lacerte, UltraTax CS, CCH Axcess or ProSystem fx) and SurePrep is preferred.
• Experience with QuickBooks Online is preferred.
• Ability to use deductive reasoning to identify credits or deductions.
• Exceptional analytical, organizational, and interpersonal skills.
• Ability to work effectively in a fast-paced, deadline-oriented environment.
• Capability to manage multiple demands and priorities.
• Sound judgment regarding confidential matters.

Aufgaben

• Prepare complex tax returns for high-net-worth individuals and related entities.
• Analyze client books (e.g. QBO) for tax data and propose year-end adjustments.
• Serve as primary contact for external client tax communications with high service.
• Prepare quarterly and year-end tax projections and estimated payments.
• Perform tax research and recommend solutions to client questions.
• Act as point person for assigned clients and respond to technical questions.

Kenntnisse

Analytical skills

Communication

Interpersonal skills

Multitasking

Deductive reasoning

Ausbildung

BA/BS in Finance or Accounting

CPA license or Enrolled Agent

Tools

Lacerte

UltraTax CS

CCH Axcess

ProSystem fx

SurePrep

QuickBooks Online

Jobbeschreibung

Parallel Advisors, LLC is seeking an experienced Tax Manager to lead high-net-worth tax preparation, planning, and advisory work. This fully remote role collaborates with the tax team, clients, and financial advisors to deliver proactive, high-touch service.

The ideal candidate has CPA status, a solid background in complex returns, and strong client communication skills. This position supports tax compliance, advisory, and proactive planning, with opportunities to work with cross-functional