Tax Manager (Remote)

Jobot; Havertown (Delaware County); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

100% remote

Paid time off

Benefits

Work/life balance

Mentorship

Job summary

Jobot is seeking a Tax Manager to join a small, innovative CPA firm. This 100% remote role supports over 500 clients in tax and accounting, reporting to the Owner, with occasional Pennsylvania office visits.

The ideal candidate has a strong public accounting background, leads tax planning for individuals and entities, and enjoys mentoring junior staff. Responsibilities include overseeing federal/state returns, researching tax issues, and advising clients on tax strategy while ensuring

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA certification is a plus.
• Minimum of 5 years of experience in tax preparation and planning (1120S, S Corp, high net worth).
• Extensive knowledge of federal and state tax laws and regulations.
• Experience in tax planning and strategy development for corporations and individuals.
• Strong analytical and problem-solving skills; ability to interpret tax laws.
• Excellent organizational and time-management abilities.
• Strong communication and interpersonal skills to explain complex concepts.
• Proficiency in tax software and Microsoft Excel.
• Ability to work independently in a remote setting with high motivation.
• High attention to detail and accuracy.

Responsibilities

• Oversee and manage federal/state income tax returns for individuals, corporations, and S corporations.
• Lead tax planning and strategy development to optimize tax obligations and ensure compliance.
• Conduct complex tax research and provide planning advice to clients.
• Assist in management and maintenance of the tax structure.
• Prepare and review 1120S returns and provide guidance on implications.
• Collaborate with other departments to provide tax accounting support.
• Stay updated with tax laws and ensure policy compliance.
• Manage tax audits and inquiries and assist during litigation.
• Develop and implement tax-saving strategies for the firm and clients.
• Provide leadership, training, and supervision to junior staff.

Skills

Tax planning

Public accounting

Financial analysis

Communication

Microsoft Excel

Tax software

Remote work

Attention to detail

Education

Bachelor’s degree in Accounting, Finance, or related field; CPA a plus

Job description

Tax Manager (Remote) / Small CPA Firm / Great Culture / 100% remote / Outsourced Accounting and Tax

Salary: $80,000 - $120,000 per year

We are a new firm, very innovative in nature and support over 500 clients in tax preparation and small business accounting. We are looking for a dynamic and highly motivated Tax Manager to join our team. This is a remote position (ideally located in (or around) Pennsylvania) that offers an exciting opportunity to work in a fast-paced, challenging, and stimulating environment. The ideal candidate will have a strong background in public accounting and will be responsible for preparing individual and business tax returns, managing financial records, and providing financial advice to our clients. This role reports directly to the Owner and will have significant interaction with clients, making excellent communication skills a must.

The ideal candidate will be someone with internship experience and/or an accounting degree. Again, ideal location is in/around the Philadelphia suburbs for occasional in office meetings or client meetings (very rare).

Why join us?

• 100% remote - occasional office visits in Pennsylvania
• Paid time off
• Benefits
• Work/life balance
• True mentorship

Job Details

Responsibilities

1. Oversee and manage the preparation and review of federal and state income tax returns for individuals, corporations, and S corporations.
2. Lead the tax planning process and strategy development to optimize tax obligations and ensure compliance with federal, state, and local tax laws.
3. Conduct complex tax research and analysis, and provide tax planning advice to high net worth individuals and corporations.
4. Assist in the management and maintenance of the company's tax structure.
5. Prepare and review 1120S tax returns and provide guidance on tax implications and strategies.
6. Collaborate with other departments to provide tax accounting support and expertise.
7. Stay updated with the latest tax laws and regulations and ensure that the company's tax policies and procedures are in compliance.
8. Manage tax audits and inquiries by governmental jurisdictions, and provide support during litigation involving tax issues.
9. Develop and implement tax-saving strategies for the company and clients.
10. Provide leadership, training, and supervision to junior tax staff.

Qualifications

1. Bachelor’s degree in Accounting, Finance, or a related field. Advanced degree in Taxation or CPA certification is a plus.
2. A minimum of 5 years of experience in tax preparation and planning, with a focus on 1120S, S Corp, and high net worth individuals.
3. Extensive knowledge of federal and state tax laws and regulations, and experience in income tax return preparation.
4. Proven experience in tax planning and strategy development for corporations and individuals.
5. Strong analytical and problem-solving skills, with the ability to interpret tax laws and regulations.
6. Excellent organizational skills, with the ability to manage multiple projects and meet deadlines.
7. Strong communication and interpersonal skills, with the ability to explain complex tax concepts in a clear and concise manner.
8. Proficiency in tax software and Microsoft Office Suite, particularly Excel.
9. Ability to work independently in a remote setting, with a high degree of self-motivation and discipline.
10. High attention to detail and accuracy, with a commitment to providing high-quality work.

Join us and become a part of a team that values professionalism, integrity, and dedication to excellent customer service. We offer a competitive compensation package, flexible work schedule, and opportunities for professional growth and development.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.