Remote Tax Manager — Advisory & Planning Lead

Zohorecruit; Northern (KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Perry and Associates is a full-service CPA and advisory firm offering a remote position with potential in-office work in Oregon or Idaho. The Tax Manager prepares and reviews complex returns, supports proactive tax planning, and serves as a trusted resource to clients and team members.

The role combines technical expertise with advisory support, offering a path toward Tax Advisor roles while encouraging growth, client relationships, and professional development in a collaborative environment.

Qualifications

• 3+ years of progressive tax preparation experience.
• Strong knowledge of individual and business taxation.
• Experience preparing complex tax returns with minimal supervision.
• Proficiency with tax preparation software and Microsoft Office applications.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, partnerships, S corporations, corporations, and trusts.
• Analyze financial information to ensure accurate tax reporting and compliance.
• Assist clients with tax questions and information requests year-round.
• Identify tax-saving opportunities and client advisory considerations.

Skills

Tax return prep

Tax planning

Analytical skills

Communication skills

MS Office

Education

Associates or Bachelors degree in accounting/finance

Accounting/Tax coursework

Tools

Tax software

Microsoft Office

Job description

Perry and Associates is a full-service CPA and advisory firm offering a remote position with potential in-office work in Oregon or Idaho. The Tax Manager prepares and reviews complex returns, supports proactive tax planning, and serves as a trusted resource to clients and team members.

The role combines technical expertise with advisory support, offering a path toward Tax Advisor roles while encouraging growth, client relationships, and professional development in a collaborative environment.