Tax Manager (Remote)

My CPA Coach LLC.; Georgia; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Remote work

Performance-based commission

Remote-first culture

Job summary

My CPA Coach LLC is seeking a seasoned Tax CPA to provide strategic tax planning, tax preparation, and related services to a growing client base. This 100% remote role requires a CPA license, strong communication, and the ability to independently manage complex tax issues for small businesses and high-income individuals.

The ideal candidate has 3+ years of business tax experience, client-facing responsibilities, and a proactive approach to delivering accurate tax work and strategic planning

Qualifications

• Licensed CPA with valid certification.
• 3+ years of business tax preparation experience.
• Strong client-facing communication skills.
• Ability to work independently and provide solutions.

Responsibilities

• Provide strategic tax planning and advisory services to small business owners.
• Prepare individual, S Corporation, partnership, C Corporation, nonprofit, and gift tax returns.
• Lead tax strategy calls and client Q&A sessions throughout the year.
• Maintain client relationships and ensure timely, accurate deliverables.
• Stay updated on tax laws and IRS pronouncements.
• Collaborate with partners to align financial and operational goals.

Skills

Tax planning

Tax preparation

Client communication

Job description

We are seeking a seasoned, highly skilled Tax CPA to provide strategic tax planning, tax preparation, and related services to our clientele. My CPA Coach is a fast-growing, Inc. 5000 Tax Firm that specializes in Tax Planning and Consulting for Small Business Owners and High-Income Individuals. This client-facing role requires a Certified Public Accountant license with excellent communication skills, and the ability to find solutions to complex tax issues independently.

Highlights of the Role

• Serve small business clients year round to provide tax advice and preparation
• Receive competitive base compensation, plus a percentage of all of your client fees
• Enjoy work-life balance with very rare instances of overtime
• Work from home; position is 100% remote
• Work independently to prepare tax returns, tax plans, and consult with clients
• Ensure timely, accurate, and quality work deliverables

The Ideal Candidate

• Has at least 3 years of business tax preparation experience
• Has client-facing experience, serving as the client's primary contact
• Is confident to serve clients independently (resources provided)
• Is able to work effectively and efficiently on tasks

Job Responsibilities

• Provide strategic tax planning and advisory services to diverse clientele, including business owners, real estate investors, and high-income or high-net worth individuals.
• Prepare a variety of tax returns, including individual, S Corporation, partnership, C Corporation, nonprofit, and gift tax returns.
• Prepare and lead tax strategy calls, implementation calls and quarterly calls engaging the clients with their tax questions throughout the year.
• Maintain strong client relationships by managing their expectations, being responsive to their communications/emails, and meeting your promises with clients (delivering on what you say you will)
• Keep up to date with the latest tax legislation changes and IRS pronouncements as they become available.
• Oversee and manage all accounting practices and ensure compliance with financial regulations and standards.
• Collaborate with Managing Partners to develop and implement financial and operational strategies aligned with the organization's goals.
• Stay up-to-date on relevant tax laws and regulations.

Qualifications

• Must be a licensed CPA
• At least 3 years of tax preparation experience; tax planning experience is a bonus
• Strong problem solving and interpersonal communication skills
• Ability to set priorities, handle multiple tasks, and deliver results in a fast paced and dynamic environment with the desire for continuous improvement
• Willingness and ability to learn new tools and technologies quickly