Tax Advisory Services Manager

Jobot; Birmingham (AL); Remote; USD 115,000 - 125,000; Full time

Job summary

An innovative public accounting firm is seeking a Tax Advisory Services Manager to join their fully remote team. This role involves delivering expert tax advisory services, preparing complex tax returns, and mentoring junior staff. With a strong focus on client satisfaction and tax-saving strategies, you will play a crucial role in helping clients navigate their tax challenges. Enjoy competitive compensation, 100% company-paid health benefits, and the opportunity for career advancement in a dynamic and supportive environment. If you are passionate about tax strategy and looking to make a significant impact, this is the perfect opportunity for you.

Benefits

100% Company-Paid Health & Dental Insurance

401(k) Plan with Employer Contributions

2 Weeks PTO

CPE 100% Covered by Company

Opportunity to Advance to Director of Operations

No Travel or Office Politics

Qualifications

• 7+ years of tax experience in public accounting required.
• Experience in preparing business and individual tax returns.

Responsibilities

• Deliver tax advisory services to reduce client tax liability.
• Prepare and review business and individual tax returns.

Skills

Tax Advisory Services

Client Communication

Team Management

Tax Return Preparation

Real Estate Tax Strategies

Education

Bachelor’s Degree in Business or Accounting

CPA or EA License

Job description

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This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$115,000.00/yr - $125,000.00/yr

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Job details

Tax Advisory Services Manager | 100% Remote

This Jobot Job is hosted by Andrew Kraig

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $115,000 - $125,000 per year

A Bit About Us

Founded nearly two decades ago and based in Orlando, with remote team members nationwide, we are a high-energy, tech-forward public accounting firm on a mission to disrupt the traditional CPA model. Our core focus is year-round tax advisory, helping small business owners and high-net-worth individuals unlock powerful tax-saving strategies through entity structuring, compensation planning, and real estate optimization. Our goal is to turn CPAs into tax-saving superheroes for our clients.



Why join us?

• Competitive Compensation
• 100% Company-Paid Health & Dental Insurance
• 401(k) Plan with Employer Contributions
• 2 Weeks PTO + Fully Remote Work Environment
• CPE 100% Covered by Company
• Fast-Growing, Non-Traditional Firm Focused on Advisory
• Opportunity to Advance to Director of Operations + Profit Sharing
• No Travel or Office Politics—Fully Remote and Digital-First
  
  

Job Details

Key Responsibilities and Duties

Deliver tax advisory services and identify strategies to reduce client tax liability

Participate in quarterly Zoom tax planning calls with clients

Prepare and review business (1120S & 1065) and individual (1040) tax returns

Ensure all tax strategies are implemented into filings as identified by tax manager

Manage and mentor a small team of offshore and junior staff

Communicate proactively with clients, ensuring top-tier service

Assist in building and improving internal processes and workflows

Spot potential errors in complex client filings and correct them

Collaborate with leadership on advisory service development

Potential to advance into Director-level role with profit-sharing

You should have most of the following

• Bachelor’s Degree in Business or Accounting
• CPA or EA License Required
• Minimum 7 years of tax experience in public accounting
• Minimum 3 years of supervisory experience
• Strong background in preparing 1120S, 1065, and 1040 returns
• Proven ability to deliver client-facing tax advisory
• Experience with real estate tax strategies preferred
• Must be currently working in public accounting
• Prior remote work experience preferred
• Demonstrated tenure and stability in past positions
• Must be passionate about tax strategy and saving clients money
  
  

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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Click our Jobot logo and follow our LinkedIn page!

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Accounting, Financial Services, and Banking

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