Remote Tax Advisor Accountant (Manager)

A growing accounting & advisory firm that works with small business owners, real estate investors and corporate executives is seeking a Remote Tax Advisor Accountant (Manager) to join their supportive, family-oriented and efficiency-focused culture.
 
Job Type:

*Must have CPA firm experience
Full time, W2
Location: REMOTE within the US
Compensation: $85,000- $115,000 DOE
 
Core Responsibilities for Clients
● Takes the lead on high-level technical work for clients
● Effective decision maker that can handle making
○ Judgment calls on how to handle touch relational or technical situations
○ Can determine and back up their interpretation of a technical issue
● Reviews work performed by senior accountants for quality assurance
● Supports senior accountants’ oversight of staff accountants through work review and coaching
● Maintains knowledge of acceptable accounting practices and procedures
● Performs other related duties and project work as assigned
 
Core Responsibilities for the Firm
● Manage between $350,000-600,000 of client work
● Identify when processes need to be updated for more efficiency, clarity, or increased customer service
● Effectively communicates with team members regarding work expectations, timing, and overall capacity
● Develop deep relationships with our clients to understand their needs and which services are best suited for them now and in the future
● Develop professional relationships with team members to support, mentor and grow professional soft skills
 
Skills & Abilities for this Role
● Must have CPA license or EA
● QuickBooks Pro Advisor Certification is a plus
● Experience and comfort utilizing cloud-based accounting software and tools like Notion, Slack, as well as Microsoft Office Suite (Excel, Outlook, and Word)
● Experience with managing and developing junior accounting team members
● Demonstrated client retention experience
● High level of curiosity
● Ability to uphold values with team members and clients
● Ability to have hard conversations professionally with team members and clients
● Expert technical accounting skills, overall generalist or subject matter expert
● Garners respect from team members and clients
 
A Day in the Life
● Meet with team in the morning to organize day/week
● Have meeting with other managers to discuss resource allocation/priorities
● Meet with client and their financial advisor to discuss retirement planning
● Train staff on how to do 1031 exchange in Lacerte
● Review work from Sr.
● Read new tax law bills and keep team updated

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