Tax Manager – CPA

Orion Placement; California; Remote; USD 100,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Vision insurance

401(k) with match

Unlimited PTO

Shorter workweek outside tax season

Job summary

Confidential Employer is seeking a licensed CPA to independently review complex individual, S corporation, and partnership tax returns while managing client relationships. This remote role emphasizes high-quality tax advisory work and timely delivery across engagements.

You will collaborate with leadership on tax strategies, reviews, and opportunities for process improvements. The position offers a flexible schedule, strong benefits, and room for growth within a growing tax advisory practice.

Qualifications

• Active CPA license required.
• 4+ years of recent public accounting tax experience.
• Experience independently reviewing Forms 1040, 1120-S, and 1065.
• Proven experience managing client relationships and multiple tax engagements.
• Strong technical tax knowledge, problem-solving abilities, and communication skills.
• Ability to work independently and meet deadlines while maintaining high-quality standards.
• Tax advisory experience, an existing book of business, or familiarity with ProConnect is a plus, not required.

Responsibilities

• Independently review complex individual, S corporation, and partnership tax returns for accuracy and compliance.
• Manage client relationships and serve as a trusted resource for tax questions and planning opportunities.
• Research complex tax matters, identify potential issues, and recommend practical solutions.
• Oversee tax engagements from planning through completion, ensuring quality and timely delivery.
• Provide meaningful review feedback and help develop junior accounting professionals.
• Collaborate with leadership on tax strategies, workflow improvements, and client service initiatives.
• Take ownership of responsibilities that directly contribute to the growth and success of our practice.

Skills

CPA license

Tax review

Client management

Communication skills

Tools

ProConnect

Job description

Pay:

$100,000.00 - $130,000.00 per year

Why This Is a Great Opportunity

• Enjoy the flexibility of working 100% remotely while making a meaningful impact on clients and their businesses.
• Benefit from a 4-day, 36-hour workweek outside tax season for full-time employees.
• Take ownership of client relationships, complex tax reviews, and advisory work without unnecessary layers of oversight.
• Enjoy unlimited PTO, excellent benefits, and potential bonus or incentive opportunities.
• Join a collaborative team that values technical expertise, independent judgment, and work-life balance.
• Explore flexible full-time or part-time opportunities, with room to grow professionally.

Location

Fully Remote – United States. Work from anywhere in the country while maintaining availability during Eastern Time business hours. We offer both full-time and potential part-time schedules of approximately 30 hours per week.

Note

Candidates must hold an active CPA license and have substantial recent public accounting tax experience, including independently reviewing individual, S corporation, and partnership tax returns. Strong client management skills and availability during Eastern Time business hours are essential.

About Us

We are a growing, client-focused CPA and tax advisory team dedicated to helping businesses and individuals make smarter financial decisions. We believe in delivering exceptional service while creating an environment where experienced professionals feel trusted, supported, and empowered to succeed.

Confidential Employer.

Job Description

• Independently review complex individual, S corporation, and partnership tax returns for accuracy and compliance.
• Manage client relationships and serve as a trusted resource for tax questions and planning opportunities.
• Research complex tax matters, identify potential issues, and recommend practical solutions.
• Oversee tax engagements from planning through completion, ensuring quality and timely delivery.
• Provide meaningful review feedback and help develop junior accounting professionals.
• Collaborate with leadership on tax strategies, workflow improvements, and client service initiatives.
• Take ownership of responsibilities that directly contribute to the growth and success of our practice.

Qualifications

• Active CPA license required.
• 4+ years of recent public accounting tax experience.
• Experience independently reviewing Forms 1040, 1120-S, and 1065.
• Proven experience managing client relationships and multiple tax engagements.
• Strong technical tax knowledge, problem-solving abilities, and communication skills.
• Ability to work independently and meet deadlines while maintaining high-quality standards.
• Tax advisory experience, an existing book of business, or familiarity with ProConnect is a plus, not required.

Why You Will Love Working Here

We believe great work deserves a great environment. Our full-time benefits include health insurance, a 401(k) with a 4% employer match, unlimited PTO, and a shorter workweek outside tax season. During tax season, weekly hours are expected to remain at or below 55.

With meaningful responsibilities, flexible work arrangements, opportunities for professional growth, and the ability to make a real difference for clients, this is a place where you can build a rewarding long-term career.

Part-time compensation and benefits are determined separately.

JPC-2575

Benefits:

• Health insurance
• Paid time off
• Vision insurance

Requirements: Must-have:

Candidates must be willing to work EST hours. Active CPA license. 4+ years of public accounting tax experience, including independently reviewing individual, S corporation, and partnership tax returns.

• Remote: Nationwide (United States); must be available during Eastern Time business hours.