Remote Tax Manager & Advisory Lead

Zohorecruit; Enterprise, Ketchum (OR, ID); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Retirement plan with employer match

Flexible work arrangements

Job summary

Perry and Associates is a full-service CPA and advisory firm offering expert tax planning and compliance services to individuals and businesses.

The Tax Manager role focuses on preparing and reviewing complex tax returns, proactive planning, and mentoring staff. The position supports remote work with in-office or hybrid options in Enterprise, OR, or Ketchum, ID. Sponsorship is not available.

Qualifications

• Strong analytical, organization, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple deadlines and client engagements simultaneously.
• Proficiency with tax preparation software and Microsoft Office applications.
• Strong knowledge of individual and business taxation.
• Experience preparing complex tax returns with minimal supervision.
• Ability to mentor junior staff and provide feedback.

Responsibilities

• Prepare and review complex federal, state, and local tax returns for individuals, partnerships, S corporations, corporations, trusts, and other entities.
• Analyze financial information and supporting documentation to ensure accurate tax reporting and compliance.
• Assist clients with tax-related questions and information requests throughout the year.
• Identify tax-saving opportunities, planning considerations, and potential risks, communicating recommendations to supervisors and clients as appropriate.
• Perform tax research and summarize findings related to federal and state tax issues.
• Support team members with tax planning engagements and advisory projects; review and provide feedback for junior staff.
• Ensure workpapers, client files, and supporting documentation are complete, accurate, and properly maintained.
• Assist with IRS and state tax authority correspondence, notices, and examinations.
• Contribute to process improvements and best practices that enhance client service and operational efficiency.
• Stay current on tax law changes, regulatory developments, and emerging planning opportunities.
• Support client retention by building trust, responsiveness, and confidence in the firm’s services.

Job description

Perry and Associates is a full-service CPA and advisory firm offering expert tax planning and compliance services to individuals and businesses.

The Tax Manager role focuses on preparing and reviewing complex tax returns, proactive planning, and mentoring staff. The position supports remote work with in-office or hybrid options in Enterprise, OR, or Ketchum, ID. Sponsorship is not available.