Tax Manager

BGS Consulting; United States; À distance; USD 120 000 - 170 000; Plein temps

Résumé du poste

BGS Consulting is seeking a Tax Manager to join a high-growth financial services firm serving real estate entrepreneurs, small business owners, and investors nationwide. This fully remote role focuses on proactive tax strategy, planning, preparation, and advisory services.

You will oversee 250-300 clients, lead a tax pod, and act as a trusted advisor on complex individual and business tax matters. CPA or EA designation and 5+ years of tax experience are required.

Qualifications

• CPA or EA designation required and active.
• 5+ years of professional tax experience.
• 1-3+ years of management or leadership experience.
• Experience advising real estate investors/owners a plus.
• Strong knowledge of multi-state taxation and federal/state compliance.
• Ability to explain complex tax concepts clearly.

Responsabilités

• Manage tax strategy, planning, preparation, and filing for 250-300 clients.
• Advise clients on S-Corp, C-Corp, and partnership structures across states.
• Review prior-year returns and client financials for planning opportunities.
• Conduct tax planning meetings and provide actionable recommendations.
• Lead a tax pod including a Junior Accountant and Tax Administrator.
• Support hiring, training, and development as the practice grows.
• Maintain strong client relationships and handle escalated matters.

Connaissances

Team leadership

Client relationship management

Tax planning

Multi-state taxation

IRS notices handling

Formation

CPA license or Enrolled Agent (EA) designation

5+ years of professional tax experience

1-3+ years of management or leadership experience

Outils

CRMs

Virtual collaboration tools

Description du poste

Location: Fully Remote - U.S. on the East Coast (EST).

Position Overview

We are seeking an experienced Tax Manager to join a high-growth financial services firm serving real estate entrepreneurs, small business owners, and investors nationwide. This is a fully remote role focused on providing proactive tax strategy, planning, preparation, and advisory services.

The Tax Manager will oversee a portfolio of approximately 250-300 clients, lead a small tax pod, and serve as a trusted advisor on complex individual and business tax matters. This is an opportunity for a CPA or EA who enjoys combining hands-on tax work with client advisory, leadership, and team development.

Key Responsibilities

• Manage tax strategy, planning, preparation, and filing for approximately 250-300 clients.
• Advise real estate entrepreneurs and investors with S-Corp, C-Corp, and partnership structures across multiple states.
• Review prior-year tax returns and client financials to identify planning opportunities.
• Conduct tax planning meetings and provide clear, actionable recommendations to clients.
• Advise on real estate-specific tax strategies, including cost segregation, 1031 exchanges, and the Augusta Rule.
• Identify available deductions and tax strategies, including home office, family tax strategies, retirement contributions, and other applicable opportunities.
• Review entity structures and recommend changes when appropriate.
• Recommend payroll adjustments and facilitate mid-year tax true-ups.
• Manage quarterly estimated tax payment planning and reminders.
• Prepare and file federal and state tax returns and assist clients with IRS notices.
• Lead a tax pod consisting of a Junior Accountant and Tax Administrator.
• Assist with hiring, training, performance management, and development as the tax practice grows.
• Maintain strong client relationships and handle escalated tax matters.
• Identify opportunities to expand services within the existing client base and participate in prospective client conversations.
• Ensure compliance with applicable tax regulations, professional standards, and internal best practices.

Qualifications

• Active CPA license or Enrolled Agent (EA) designation required.
• 5+ years of professional tax experience.
• 1-3+ years of management or leadership experience.
• Experience advising small business owners and/or real estate investors strongly preferred.
• Strong knowledge of business entities, multi-state taxation, tax planning, and federal/state tax compliance.
• Proven ability to build and retain strong client relationships.
• Excellent written and verbal communication skills with the ability to explain complex tax concepts clearly.
• Highly organized and able to manage a large client portfolio and multiple competing deadlines.
• Self-motivated and comfortable working independently in a fully remote environment.
• Tech-savvy and comfortable learning new systems, CRMs, and virtual collaboration tools.
• Strong follow-through and commitment to responsive, proactive client service.
• Fully remote work environment.
• Competitive compensation package.
• Work/life balance with reasonable, human-centered work-hour expectations.
• Hands-on coaching and development from experienced leadership.
• Opportunity to join a high-growth financial services organization.
• Significant opportunity for career advancement and expanded leadership responsibility as the tax practice grows.