Remote Tax Manager

Job Title:
Remote Tax Manager
 
Job ID:
1031232
 
Date Posted:
July 9, 2025
 
Employment Type:
Full-time
 
Hiring Company (Organization):
Confidential
 
Location:
US Remote (Telecommute)
Applicants must be located in the United States.
 
Base Salary: 
$90,000–$100,000 per year (USD) 
Commensurate with experience and qualifications.
 
Job Description:
 
Our client, a respected woman & veteran-owned CPA firm, is seeking an experienced Remote Tax Manager to join their team. This full-time, year-round role focuses on the review and preparation of complex individual and fiduciary income tax returns, supervising junior staff, tax notice analysis, and delivering client-facing tax planning consultations.
 
Key Responsibilities:

• Review complex individual income tax returns and communicate directly with clients.
• Review fiduciary income tax returns and coordinate with clients.
• Prepare small business (Schedule C) tax returns.
• Prepare individual and fiduciary income tax returns as needed.
• Supervise, mentor, and train junior tax preparers.
• Analyze tax notices and prepare clear, timely responses.
• Provide income tax projections and personalized individual tax planning.

 
Qualifications:

• Bachelor’s degree in Accounting or related field.
• CPA license or Enrolled Agent certification preferred.
• Minimum 8–10 years of experience with individual, fiduciary, or business tax preparation.
• Proficiency with Microsoft Office, especially Excel and Word.
• Comfortable learning new software and adapting to evolving systems.
• Strong written and verbal communication skills.
• Excellent time management and ability to handle multiple priorities.
• Strong analytical and problem-solving skills.
• Professional demeanor with proven client service skills.
• Ability to work independently and as part of a collaborative team.

Required Technical Expertise:

• Multi-state returns, part-year and non-resident filing.
• Mortgage interest limitation calculations.
• K-1s with multi-state composite and PTE credits.
• Qualified Charitable Distributions (IRAs).
• Deep understanding of IRA basis (Form 8606).
• Rental properties: preparation, sales, depreciation, 1031 exchanges.
• Stock basis calculation and estimation.
• US Obligations income; state vs. federal tax-exempt income.
• Non-statutory stock option income reporting.
• Roth IRA distribution penalty exclusions.

What’s Offered:

• Competitive salary: $90,000–$100,000 DOE
• 100% employer-paid medical, dental, and vision for the employee
• Long- and short-term disability coverage
• SIMPLE IRA retirement plan
• $50,000 group term life insurance
• Remote-first environment with hybrid option if local

About the Opportunity: 
 
This is an excellent opportunity to join our client’s boutique CPA firm — a supportive, highly professional team that values accuracy, client service, and meaningful, complex tax work. If you enjoy working independently, solving interesting tax problems, and helping develop others, this could be the right next step in your career.