Remote Tax Manager - Private Client & Mentorship Lead

LBMC; Chattanooga (TN); Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Remote work option

Job summary

LBMC is seeking a High Net Worth Tax Manager to lead large-scale tax engagements within our Private Client group. You will mentor Staff and Senior Accountants and serve as a technical advisor on complex tax questions while supervising multiple engagements.

The ideal candidate holds a CPA, has 4+ years of tax experience, and can travel to client sites as needed. A remote work option is available with some office/client-site travel.

Qualifications

• Bachelor's Degree and Licensed CPA.
• 4+ years of progressive tax experience.
• 1+ years leading and training Staff and Senior Accountants in the public accounting space.
• This position may sit fully remote but qualified candidates will have the flexibility to travel to the office and client sites as needed.

Responsibilities

• Directs large-scale tax consulting engagements for our Private Client tax group. Oversees ad hoc tax planning, research, and consulting projects and engagements.
• Set appointments with clients and assembles information to prepare or arrange for the preparation of federal, state and local returns
• Maintains productive working relationships with client personnel and manage expectations of service (reports, schedules, etc.)
• Determines fees to be charged for an engagement with approval from client partner
• Provides mentorship opportunities to Staff and Senior Accountants and provides opportunities for learning during client engagements
• Works diligently building relationships with key stakeholders at client organizations to continue to foster a long-term partnership between the LBMC Tax Department and external clients. High-performing individuals will be alert to client needs for the possible expansion of services to other LBMC service lines
• Adheres to LBMC’s defined processes and procedures including the firm's policy on privacy and client confidentiality. Knows and follows the rules, regulations, and the Code of Professional Conduct of the AICPA, the Tennessee Society of CPAs, the Tennessee Board of Public Accountancy, and other regulating bodies as appropriate.

Skills

Tax experience

Mentoring

Client relations

Compliance

Education

Bachelor's Degree

CPA license

Job description

LBMC is seeking a High Net Worth Tax Manager to lead large-scale tax engagements within our Private Client group. You will mentor Staff and Senior Accountants and serve as a technical advisor on complex tax questions while supervising multiple engagements.

The ideal candidate holds a CPA, has 4+ years of tax experience, and can travel to client sites as needed. A remote work option is available with some office/client-site travel.