Remote Tax Manager: Private Client Advisory & Mentorship

LBMC; Knoxville (TN); Remote; USD 120,000 - 170,000; Full time

Job summary

LBMC seeks a High Net Worth Tax Manager to lead large private client tax engagements and provide technical guidance to staff. The role emphasizes client relationships, research, and effective supervision of multiple projects.

Ideal candidates hold a CPA and a bachelor's degree with 4+ years of progressive tax experience; travel to client sites is expected, with potential for remote work.

Qualifications

• Bachelor's Degree and Licensed CPA required.
• Minimum 4+ years of progressive tax experience.
• 1+ year leadership/training Staff and Senior Accountants in public accounting.

Responsibilities

• Direct large-scale Private Client tax engagements and provide mentorship.
• Prepare federal/state/local returns and coordinate client information.
• Maintain client relationships and manage service expectations.
• Determine fees for engagements with partner approval.
• Research and advise on complex tax issues and stay compliant with AICPA/State rules.

Skills

Tax planning

Mentoring staff

Client relationships

Research

Education

Bachelor's Degree

CPA licensure

Job description

LBMC seeks a High Net Worth Tax Manager to lead large private client tax engagements and provide technical guidance to staff. The role emphasizes client relationships, research, and effective supervision of multiple projects.

Ideal candidates hold a CPA and a bachelor's degree with 4+ years of progressive tax experience; travel to client sites is expected, with potential for remote work.