Senior Tax Client Manager

H.CO Property Pty Ltd; États-Unis; À distance; USD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

Fully remote

Bonus & profit-sharing

Flexible schedule

No overtime during tax season

Training and development

Growth opportunities

Résumé du poste

H.CO Property Pty Ltd is seeking a Senior Tax Client Manager to move beyond compliance and become a trusted advisor. This fully remote, client-facing advisory role focuses on building relationships, leading tax planning conversations, and delivering proactive strategies for individuals and business owners throughout the year.

You will manage a portfolio as the primary contact, lead advisory engagements, and collaborate with leadership to expand advisory services.

Qualifications

• 7+ years of public accounting tax experience.
• CPA preferred.
• Experience preparing and reviewing U.S. individual and business tax returns (1040, 1065, 1120, 1120S).
• Strong communication and advisory skills.
• Ability to manage multiple client relationships and deadlines.

Responsabilités

• Lead proactive tax planning conversations with individuals, business owners, and closely held entities.
• Review financial information and tax returns to identify planning opportunities.
• Prepare and review 1040, 1065, 1120, and 1120S tax returns.
• Provide clear guidance and recommendations clients can act on.
• Lead client meetings and explain tax strategies with confidence.
• Maintain high-quality documentation and client service.

Connaissances

Client advisory

Tax planning

Public accounting

Client relationship management

Communication skills

Remote work

Formation

CPA certification preferred

Description du poste

We are looking for a Senior Tax Client Managerwho is ready to move beyond tax compliance and become a trusted advisor to clients.

This is a client-facing advisory role for a tax professional who enjoys building relationships, leading tax planning conversations, and helping individuals and business owners make smarter financial decisions.

You will manage a portfolio of clients, serve as their primary point of contact, and deliver proactive tax strategies throughout the year, not just during tax season.

What You'll Do

Client Advisory & Tax Planning

• Lead proactive tax planning conversations with individuals, business owners, and closely held entities
• Identify tax-saving opportunities and develop strategies tailored to each client's financial goals
• Review financial information and tax returns to uncover planning opportunities throughout the year
• Prepare and review individual and business tax returns, including 1040, 1065, 1120, and 1120S
• Provide clear guidance and recommendations clients can act on

Client Relationship Management

• Manage a dedicated portfolio of clients as their trusted tax advisor
• Build long-term relationships through proactive communication and exceptional service
• Lead client meetings and explain tax strategies with confidence and professionalism
• Identify opportunities to expand advisory relationships and deliver additional value
• Partner with firm leadership and team members on complex client engagements
• Maintain high-quality standards for documentation, accuracy, and client service
• Work effectively in a fully remote, technology-driven environment
• Contribute to a growing firm culture focused on excellence and continuous improvement

What You'll Bring

• 7+ years of experience in public accounting tax preparation and review
• CPA preferred
• Experience preparing and reviewing U.S. individual and business tax returns, including Form 1040 (high-net-worth individuals/business owners), 1065, 1120, and 1120S.
• Strong understanding of tax planning strategies and tax law
• Experience working directly with clients and leading advisory conversations
• Ability to manage multiple client relationships and deadlines independently
• Strong communication skills and the ability to explain complex tax concepts clearly
• High attention to detail and commitment to delivering exceptional client service

What We Offer

• Fully remote position
• Performance bonus and profit-sharing opportunity
• Flexible schedule and work-life balance
• No excessive overtime during tax season
• Professional development and training support
• Opportunity for significant growth within a fast-growing advisory-focused firm

This is an  opportunity for a tax professional who  wants to  build lasting client relationships, deliver meaningful tax strategies, and grow as a trusted advisor.

Candidates should have hands-on public accounting tax experience and be comfortable taking ownership of client relationships.