Tax Manager - CPA, Fully Remote

Profitwise Accounting, Inc.; San Diego (CA); Remote; USD 105,000 - 160,000; Full time

Job summary

Profitwise Accounting, a growing cloud accounting firm, seeks a Remote Tax Manager to lead tax planning and advisory for Business and Individual returns. The role emphasizes collaboration, strategic advice, and team mentorship in a virtual environment, making it ideal for experienced professionals eager for a rewarding opportunity.

Benefits

Competitive salary with bonus streams

Flexible work environment

Career development opportunities

Health, dental, life, and vision insurance

Retirement matching

Paid time off and holidays

Qualifications

• 5+ tax seasons preparing individual and business tax returns.
• 2+ years of supervisory experience.
• Public accounting experience required.

Responsibilities

• Perform tax preparation and review for clients.
• Provide guidance and review tax returns of junior team members.
• Conduct client advisory meetings via Zoom.

Skills

Analytical skills

Communication skills

Attention to detail

Relationship skills

Multitasking

Education

Bachelor's Degree in Finance, Accounting, Business

Tools

QuickBooks

Ultratax

Job description

Position Summary

Profitwise Accounting is a national cloud accounting firm headquartered in San Diego, CA experiencing its 19th year of consecutive growth. We are looking for a Remote (work from home) Tax Manager who will be responsible for empowering our clients to achieve their business and financial goals through tax planning, advisory, and thoughtful tax preparation and review for Business (S-Corp, C-Corp, Partnerships) and Individual tax returns.

The Remote Tax Manager will champion our team, clients, and their businesses to success by having a passion for entrepreneurship, a keen mind for business, strong relationship skills, a desire to collaborate, and the ability to work remotely within a highly fast-paced and team-centric environment

About Profitwise Accounting

Our mission is to help small business owners achieve their professional and financial goals by providing timely and insightful financial advice through our cloud-based accounting and advisory services while providing a culture that promotes personal, professional, and financial growth for our team. We work nationwide and specialize in helping e-commerce businesses, Amazon sellers, digital agencies, and startups. Our remote-first business model means that we have experienced, knowledgeable bookkeepers, accountants, and business consultants working virtually across the country and growing by the day! Our core values are the backbone of our organization; they drive our culture, and our hiring process: we exemplify humility, ownership, impact, service excellence, grit, and oneness!

Tax ManagerBenefits

• Competitive salary with a variety of bonus streams Pay: $105,000 - $160,000 per year
• Flexible and collaborative work environment
• Career Development opportunities & ongoing training
• Supportive team culture and awesome team members
• Dental Insurance
• Health insurance
• Life Insurance
• Vision insurance
• Retirement Matching
• Paid time off
• Holidays

Tax ManagerObjectives

• Perform tax preparation with a high degree of accuracy and timeliness for business entities and individual tax returns.
• Provide assistance and guidance to junior tax team members as well as review their tax returns for accuracy and completeness.
• Work with business clients throughout the year to deliver strategic tax advice and tax projections.
• Conduct tax research as needed to support the team and clients.
• Perform closing journal entries in Quickbooks and some accounting review and clean up.
• Perform client advisory via Zoom meetings on a periodic basis throughout the year, reviewing financials, budgets, and forecasts.
• Supervise and mentor Junior, Senior, and Tax Consultants

Tax Manager Competencies

• 5+ successfully completed tax seasons preparing both individual and business tax returns (S-Corps, Partnerships, mostly)
• 2+ years of supervisory experience
• Strong familiarity with bookkeeping and QuickBooks
• Ability to multitask, work independently, and lead others
• Excellent verbal and written communication skills
• Strong accounting and analytical skills
• Comfortable in a remote working environment
• Recent public accounting experience
• Critical attention to detail
• Ability and desire to work on a mix of both tax and accounting work
• Strong software skills
• Proficiency with QuickBooks
• Ultratax experience a plus
• Effectively manage Remote Work environment & behaviors to guarantee efficiency and efficacy
• Ability to successfully meet deadlines
• CPA or EA,

Tax ManagerEducation and Experience

• Bachelor's Degree in Finance, Accounting, Business, or related area of study, or equivalent work experience
• At least 5-years of work experience in finance and accounting working for a public accounting firm

Tax Manager Schedule

• Full-time, 40 working hours per week
• Maintain a set of core working hours between 8 AM and 6 PM in your US time zone
• Overtime availability during peak tax season

Commitment to Diversity

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Profitwise Accounting recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners.

If this position caught your eye, and you are a highly experienced and motivated Tax Manager looking for a challenging and rewarding opportunity with a virtual CPA firm that values its employees, apply now!