Remote Tax Compliance Manager - Equity Stake (CPA/EA)

Uprise - Embedded Tax and Advisory; United States; Remoto; USD 120.000 - 180.000; Tempo pieno

Vantaggi offerti da questo lavoro

Equity in company

Descrizione del lavoro

Uprise - Embedded Tax and Advisory is seeking a licensed CPA or EA with 4–6 years of tax compliance experience serving business owners and high earners. You will review returns, make judgment calls, and sign as paid preparer of record, while collaborating on year‑round tax planning with our advisors. The role supports remote work across the U.S.

and offers equity as part of the compensation. You will mentor junior staff, provide technical guidance, and help refine our proprietary tax software

Competenze

• Active CPA license or EA credential.
• 4–6 years of tax compliance experience at a firm serving business owners/high earners.
• Experience with multi-state returns, K-1 investments, RSUs/stock options, S corp & partnerships, real estate.
• Trust/estate returns or foreign reporting is a plus.
• Experience reviewing other preparers' work or readiness to.
• Comfortable working remotely with tax software and secure file sharing.
• Based in the U.S.

Mansioni

• Review first-pass individual, business, and trust returns (1040, 1120S, 1065, 1041) and sign as paid preparer.
• Make tax judgment calls and document decisions for team learning.
• Collaborate on year-round tax planning with Tax Advisors.
• Provide clear feedback and mentor junior staff.
• Answer technical questions to ensure correct client guidance.
• Keep systems updated and track return statuses.
• Identify workflow and tooling bottlenecks and suggest improvements.

Conoscenze

CPA license

EA credential

Tax compliance

Multi-state returns

K-1 investments

RSUs/stock options

S corp & partnership

Real estate

Remote work

Strumenti

Tax software

Client portals

Secure file sharing

Descrizione del lavoro

Uprise - Embedded Tax and Advisory is seeking a licensed CPA or EA with 4–6 years of tax compliance experience serving business owners and high earners. You will review returns, make judgment calls, and sign as paid preparer of record, while collaborating on year‑round tax planning with our advisors. The role supports remote work across the U.S.

and offers equity as part of the compensation. You will mentor junior staff, provide technical guidance, and help refine our proprietary tax software