TAX ADVISORY SERVICE MANAGER

Shah Associates, CPA PA; United States; Remote; USD 125,000 - 130,000; Full time

Job summary

A leading CPA firm seeks a Mid-Senior level Tax Advisor to provide tax advisory services to small business owners and high net worth individuals. This fully remote role offers competitive compensation, a generous PTO package, and comprehensive health benefits. Ideal candidates will have a strong background in tax preparation and excellent communication skills.

Benefits

PTO Package (2 weeks)

401k Plan with company contributions

100% Paid Health Insurance

100% Company Paid CPE

Fully remote work

Awesome Co-Workers

Qualifications

• 7 years in public accounting performing tax work.
• 3 years of experience supervising staff.

Responsibilities

• Maximize tax planning strategies for clients.
• Prepare Business and Personal tax returns.

Skills

Communication

Tax Preparation

Remote Work

Education

4-year degree in Accounting

Certified Public Accountant Certification (CPA)

Job description

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My client is no longer a compliance only firm. Instead, they offer a new service, called Tax Advisory (or TAS).

The firm works solely with small business owners and high net worth individuals to properly plan for their taxes, throughout the year, and get the chance to showcase real tax savings when we file their return.

So what goes into tax advisory services? We focus on maximizing tax planning strategies that can make the biggest impact. Some of those include:

• Entity & compensation optimization
• And much more ... Basically nerdy tax stuff!

What they offer:

Besides the awesomeness of everything written above, here are a few more reasons why you will want to hit apply to this role:

• PTO Package (2 weeks)
• 401k Plan with company contributions
• 100% Paid Health Insurance plus FSA Account to make your medical expenses tax deductible :-)
• 100% Company Paid CPE
• 100% remote company, and will continue to be digital-first
• Awesome Co-Workers

Compensation Range: $125,000 - $130,000

FULLY REMOTE, NO TRAVEL

Only considering serious applicants that meet ALL of the following requirements:

Education / Experience

• 4-year degree from an accredited college or university in Accounting or related discipline.
• Valid Certified Public Accountant Certification (CPA).
• At least 7 years in public accounting performing tax work.
• A minimum of 3 years of experience supervising staff.
• Must have extensive experience in preparing Business (1120S & 1065) and Personal (1040) tax returns in a public accounting firm currently with current experience in public accounting.

Knowledge /Skills / Abilities

• Willingness and ability to work remotely, with prior remote working experience preferred.
• Solid technical Tax related skills with the willingness to sign off/take responsibility on Tax Returns.
• Willingness and ability to ramp up during tax season by working as needed (about 50 hours a week).
• Well-rounded verbal and written client communication skills.
• Enjoyment in preparing personal and business tax returns, and have an insatiable hunger for finding ways to save our clients money on taxes.

**In order to support our clients, allapplicants must demonstrate full professional proficiency in English; which includes use of the English language fluently and accurately on all levels (verbally and written) and as normally pertinent to a CPA's professional role.”**

Next steps

If you have read through this description and are thinking “Heck Yes, I’m in”, then here are the next steps:

• Background interview
• Technical test
• Final interview and offer

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

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