Tax Manager - Remote

Elder Hanson & Company, Ltd; Naperville (IL); Remote; USD 110,000 - 160,000; Full time

Benefits offered by this job

Remote work

Vacation and holidays

SIMPLE IRA with company match

Professional development and CE

Technology-forward systems

Collaborative team environment

Team-building activities

Career growth opportunities

Job summary

Elder Hanson & Company, Ltd. in Naperville, IL, a small CPA firm with a collaborative remote team, seeks a Tax Manager to join full-time remotely.

The role includes preparing and reviewing complex tax returns for individuals, entities, and estates, plus tax planning and client management. The ideal candidate has 7+ years public accounting experience, active CPA or EA license, and strong knowledge of various tax returns.

Qualifications

• Bachelor's degree in accounting, taxation, or related field.
• Active CPA or EA license required.
• 7+ years of progressive public accounting experience.
• Strong knowledge of individual, S corporation, partnership, estate, and trust taxation.
• Experience preparing and reviewing Form 1041 estate and trust income tax returns.
• Strong tax research, analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Excel, Word, and Outlook; experience with Lacerte/QuickBooks Online is a plus.

Responsibilities

• Prepare complex individual, business, estate, and trust income tax returns (Forms 1040, 1120-S, 1065, 1120, 1041).
• Manage and review returns for individuals and entities.
• Prepare and review estate and trust income tax return projections.
• Manage multiple client engagements with proactive communication.
• Research federal/state tax issues and provide planning opportunities.
• Review financial statements and tax basis accounting.
• Mentor staff and provide technical guidance to the team.
• Assist with workflow planning and engagement profitability.
• Stay current on federal/state tax law changes and communicate updates.

Skills

CPA/EA

Tax knowledge

Education

Bachelor's degree in accounting or related field

Tools

Lacerte

QuickBooks Online

Job description

Tax Manager – Remote
Elder Hanson & Company, Ltd. | Naperville, IL
Full-time | Remote | $110,000–$160,000 | CPA or EA required

Elder Hanson & Company, Ltd. is a well-established, small CPA firm based in downtown Naperville, Illinois,with a collaborative team working primarily in a remote environment. We are seeking an experienced, full-time remote Tax Manager to join our growing firm.

This position offers the opportunity to work directly with firm leadership and clients, take meaningful responsibility for client engagements, and contribute to a close-knit team while working remotely in a certified public accounting firm.

Our mission is to make our clients' lives better through technology-driven, personalized accounting and tax services. We primarily serve closely held professional service businesses and their owners, as well as individuals, trusts, and estates. Our services include income tax planning and preparation, bookkeeping, payroll, financial statement reporting on the income tax basis, and business consulting.

Why Join Us?

• $110,000–$160,000 annual salary, depending on experience and qualifications
• Remote work environment
• Paid vacation and holidays
• SIMPLE IRA retirement plan with company match
• Professional development and continuing education
• Technology-forward systems and processes
• Collaborative team environment with virtual team-building social activities
• Opportunities for professional growth and increased responsibility

Position Overview

We are looking for an experienced and motivated Tax Manager to prepare and review a broad range of individual, business, estate, and trust income tax returns; provide tax planning and consulting services; manage client relationships; and mentor tax staff.

The ideal candidate has strong technical tax knowledge, excellent communication skills, and experience working with a variety of tax clients and return types. Experience in a small or mid-sized public accounting firm is highly valued.

Key Responsibilities

• Prepare complex individual, business, estate, and trust income tax returns, including Forms 1040, 1120-S, 1065, 1120, and 1041
• Manage and review individual, business, estate, and trust income tax returns, including Forms 1040, 1120-S, 1065, 1120, and 1041
• Prepare and review individual, business, estate, and trust income tax return projections
• Manage multiple client engagements and maintain proactive client communication
• Research complex federal and state income tax issues and develop practical solutionsIdentify and communicate tax planning opportunities and recommendations to clients
• Review financial statements and accounting records, including income tax basis financial statements
• Mentor and provide technical guidance to staff and senior accountants
• Assist with workflow planning, process improvement, and engagement profitability
• Stay current with changes in federal and state tax laws and communicate relevant developments to clients and staff

Qualifications

• Bachelor's degree in accounting, taxation, or related field required
• Active CPA or EA license required
• 7+ years of progressive public accounting experience, including substantial tax preparation and review experience
• Strong technical knowledge of individual, S corporation, partnership, estate, and trust taxation
• Experience preparing and reviewing Form 1041 estate and trust income tax returns
• Strong tax research, analytical, organizational, and problem-solving skills
• Excellent written and verbal communication skills
• Proficiency with Microsoft Excel, Word, and Outlook
• Experience with Lacerte, QuickBooks Online, and other tax and accounting software is a plus

Ideal Candidate

The ideal candidate is a knowledgeable, dependable, detail-oriented, and proactive tax professional who enjoys working directly with clients, researching tax topics, providing practical tax advice, and helping develop less-experienced team members.

If you are an experienced CPA or EA looking for an opportunity to grow your career with a supportive, technology-forward CPA firm, we would like to hear from you.