Tax Manager - Remote

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

Benefits offered by this job

Remote work environment

Paid vacation and holidays

SIMPLE IRA with company match

Professional development and continued

Technology-forward systems

Collaborative team environment

Team-building social activities

Opportunities for professional growth

Job summary

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. The Tax Manager will prepare and review a broad range of individual, business, estate, and trust income tax returns, provide tax planning and consulting, manage client relationships, and mentor 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 with substantial tax prep/review.

Responsibilities

• Prepare complex tax returns for individuals, estates, trusts, partnerships.
• Manage and review tax returns.
• Prepare and review tax return projections.
• Manage multiple client engagements and proactive client communication.
• Research complex federal and state income tax issues and develop practical solutions.
• Identify and communicate tax planning opportunities and recommendations to clients.
• Review financial statements and accounting records, including tax basis statements.
• Mentor and provide guidance to staff.
• Assist with workflow planning and engagement profitability.
• Stay current with changes in federal and state tax laws and communicate developments to clients and staff.

Skills

Tax knowledge

Communication skills

Mentoring staff

Tax research

Education

Bachelor's degree in accounting/ taxation

CPA or EA license

Tools

Lacerte

QuickBooks Online

Excel/Word/Outlook

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 solutions
• Identify 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.