Remote Tax Manager for High-Net-Worth Clients | CPA Preferred

Parallel Advisors, LLC; United States; Remote; USD 150,000 - 230,000; Full time

Benefits offered by this job

Fully remote

Discretionary incentive

Health care, dental, vision & 401K

Job summary

Parallel Advisors, LLC is a fast-growing, independent Registered Investment Advisory firm headquartered in San Francisco with offices in multiple states. They provide personalized financial planning and investment solutions, combining expert advisors and technology to deliver an extraordinary client experience.

The role involves collaborating with the tax team, clients, and advisors to deliver comprehensive tax services, managing multiple priorities in a fast-paced environment, and applying

Qualifications

• BA/BS in Finance, Accounting, or related field.
• Active CPA license or IRS Enrolled Agent (CPA preferred).
• 7+ years of experience with complex high-net-worth returns.
• Proficiency with tax software: Lacerte, Ultra Tax CS, CCH Axcess and digital workpapers.

Responsibilities

• Prepare complex tax returns for high-net-worth individuals and entities.
• Analyze client books (e.g., QBO) for tax data and year-end adjustments.
• Serve as main point of contact for client tax communications.
• Prepare quarterly and year-end tax projections and estimated payments.

Skills

Client-facing

Analytical skills

High-net-worth tax experience

Time management

Education

BA/BS in Finance or Accounting

Tools

Lacerte

Ultra Tax CS

CCH Axcess

Job description

Parallel Advisors, LLC is a fast-growing, independent Registered Investment Advisory firm headquartered in San Francisco with offices in multiple states. They provide personalized financial planning and investment solutions, combining expert advisors and technology to deliver an extraordinary client experience.

The role involves collaborating with the tax team, clients, and advisors to deliver comprehensive tax services, managing multiple priorities in a fast-paced environment, and applying