Tax Manager

Passageway Financial; Northern (KY); Remote; USD 100,000 - 160,000; Full time

Benefits offered by this job

Remote work

Career development

Job summary

Passageway Financial is seeking a Tax Manager to lead our tax preparation and quarterly planning services for owner-operated small businesses. You’ll review returns, mentor staff, and guide small business owners with proactive tax decisions using QuickBooks Online and Gusto.

You will lead client conversations, translate complex tax rules into plain language, and identify opportunities to save taxes while staying compliant with evolving laws. This role allows remote work with national scope.

Qualifications

• EA, CPA, or equivalent credential active and in good standing.
• 5+ years of business and individual tax experience.
• Strong reviewer’s eye; spot issues without slowing the team.
• Comfortable leading client conversations and explaining strategy clearly.
• US-based, authorized to work in the US.

Responsibilities

• Prepare and review business and individual tax returns.
• Conduct quarterly tax planning meetings with clients.
• Research tax issues and ensure compliance with current tax laws.
• Review work prepared by staff and provide thoughtful feedback.
• Mentor junior team members and help them grow technically.
• Communicate tax strategies clearly— translate complex rules into plain language.
• Identify tax-saving opportunities clients wouldn’t find on their own.
• Maintain technical expertise as laws and regulations evolve.
• Improve our tax workflows and processes so the whole team works smarter.

Skills

Mentoring

Attention to detail

Tax strategy

Client communication

Leadership

Education

EA/CPA credential

Tools

QuickBooks Online

Gusto

Modern tax software

Job description

Lead tax strategy and filings for owner-operated small businesses.

The Tax Manager leads our tax preparation and quarterly tax planning services — reviewing returns, supporting staff, and helping small business owners make proactive, confident tax decisions all year long. You'll be a senior voice on the team, shaping how we deliver tax strategy to the owner-operators who trust us with their livelihood. We use QuickBooks Online and Gusto as our preferred software stack.

What you'll do

• Prepare and review business and individual tax returns
• Conduct quarterly tax planning meetings with clients
• Research tax issues and ensure compliance with current tax laws
• Review work prepared by staff and provide thoughtful feedback
• Mentor junior team members and help them grow technically
• Communicate tax strategies clearly — translate complex rules into plain language
• Identify tax-saving opportunities clients wouldn\'t find on their own
• Maintain technical expertise as laws and regulations evolve
• Improve our tax workflows and processes so the whole team works smarter

What we\'re looking for

• EA, CPA, or equivalent tax credential, active and in good standing
• 5+ years of business and individual tax experience
• Strong reviewer\'s eye — you spot issues without slowing the team down
• Comfortable leading client conversations and explaining strategy clearly
• US-based, authorized to work in the US

Nice to have

• Experience with S-corps, partnerships, and multi-state filings
• Background mentoring or managing junior preparers
• Familiarity with QuickBooks Online, Gusto, and modern tax software
• Real ownership over tax outcomes — not just a review-and-sign role
• A team that genuinely cares about helping small business owners win
• Room to grow into firm-wide leadership as we scale
• Remote, with a workload designed so no one on the team is over-utilized