Remote Tax Manager for HNW Client Advisory

Creative Financial Staffing, LLC; Fort Wayne (IN); Remote; USD 100,000 - 150,000; Full time

Job summary

Creative Financial Staffing, LLC is seeking a Tax Manager to work with a portfolio of sophisticated high-net-worth clients. This CPA-led boutique firm emphasizes deep technical tax work, autonomy, and meaningful client relationships, all within a true 40-hour workweek.

The role involves preparing and reviewing complex tax calculations, planning initiatives, and advising clients directly, with opportunities for leadership as the firm grows. Fully remote within approved U.S. states.

Qualifications

• Active U.S. CPA license required.
• 5+ years of progressive public accounting tax experience preferred.
• Current Tax Manager, Senior Tax Manager, or strong manager-track candidate.
• Experience handling complex tax matters and advising clients directly.
• Stable work history with demonstrated career progression.

Responsibilities

• Serve as the primary advisor for a portfolio of sophisticated client relationships.
• Perform and review complex tax calculations, analysis, and planning initiatives.
• Research technical tax matters and develop strategic recommendations.
• Identify tax risks and planning opportunities for clients and advisors.
• Collaborate with firm leadership on consulting engagements.
• Deliver exceptional client service and technical accuracy.

Job description

Creative Financial Staffing, LLC is seeking a Tax Manager to work with a portfolio of sophisticated high-net-worth clients. This CPA-led boutique firm emphasizes deep technical tax work, autonomy, and meaningful client relationships, all within a true 40-hour workweek.

The role involves preparing and reviewing complex tax calculations, planning initiatives, and advising clients directly, with opportunities for leadership as the firm grows. Fully remote within approved U.S. states.