Senior Tax Manager — Remote with Phantom Equity

Fortress Accounting; United States; Remote; USD 153,000 - 207,000; Full time

Benefits offered by this job

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Job summary

Fortress Accounting is seeking a CPA Senior Tax Manager to lead preparation, review, and planning for high-net-worth individuals and complex entities. You will own international tax, digital asset taxation, and founder equity planning, including QSBS and ISO/NSO exercises, with remote-first collaboration across the US.

You’ll manage client relationships directly, mentor preparers, and partner with leadership to scale a boutique tax practice serving crypto, fintech, SaaS, and AI founders.

Qualifications

• Active CPA license in good standing.
• 8+ years in public accounting serving multiple clients across industries.
• Bachelor's degree in accounting, business, economics, or a related field. A Master's in Taxation is a plus.
• Hands-on experience with trusts, estates, complex partnerships, and PE/VC investments.
• Real estate taxation experience, including bonus depreciation, cost segregation, §1031 exchanges, and installment sales.
• Founder equity experience, including QSBS, §83(b) elections, and ISO/NSO and AMT planning.
• International information returns (Forms 5471, 8865, 8858) and GILTI/Subpart F.
• Digital asset taxation, including cost basis tracking and reporting.
• Ability to research complex issues and defend a position in writing.
• Experience resolving issues with the IRS and state departments of revenue.

Responsibilities

• Lead tax preparation, review, and planning for high-net-worth individuals and complex entities.
• Own client relationships directly with leadership involvement.
• Mentor and supervise preparers on returns and engagements.
• Scope and manage tax engagements with founders and equity planning.

Education

Bachelor's degree in accounting, business, economics, or related field

Active CPA license in good standing

Master's in Taxation is a plus

Tools

Intuit ProConnect

QuickBooks Online

Job description

Fortress Accounting is seeking a CPA Senior Tax Manager to lead preparation, review, and planning for high-net-worth individuals and complex entities. You will own international tax, digital asset taxation, and founder equity planning, including QSBS and ISO/NSO exercises, with remote-first collaboration across the US.

You’ll manage client relationships directly, mentor preparers, and partner with leadership to scale a boutique tax practice serving crypto, fintech, SaaS, and AI founders.