Tax Advisory Manager

Step beyond traditional tax compliance and help business owners make smarter financial decisions through proactive, personalized tax planning. As a Tax Advisory Manager, you will use your technical expertise to identify tax-saving opportunities, develop tailored strategies, and deliver measurable value to clients. You will manage your own client portfolio, lead advisory consultations, and guide business owners through complex tax decisions with clarity and confidence. Working closely with firm leadership, you will address sophisticated planning challenges while maintaining high standards of technical accuracy and client service. You will be responsible for delivering 10–15 customized tax plans each month, followed by ongoing quarterly planning and strategic recommendations. This fully remote opportunity offers significant autonomy, meaningful client relationships, and a culture that values initiative, operational excellence, and continuous improvement.

The ideal candidate is an experienced tax professional who enjoys advisory work, independent decision-making, and direct client engagement. You should have a strong foundation in public accounting and tax preparation, alongside the ability to turn technical expertise into practical strategies that business owners can understand and implement. The key qualifications include:

• An active Certified Public Accountant (CPA) license is required.

• At least five years of public accounting experience, with a strong foundation in tax preparation and tax planning.

• Demonstrated experience independently managing tax planning engagements from initial discovery through final delivery.

• Experience advising business owners, ideally those operating businesses with $1 million to $10 million or more in gross receipts.

• Strong technical knowledge of individual and business tax returns, including Forms 1040, 1065, 1120S, and 1120.

• Thorough understanding of federal and state tax laws, entity structuring, tax elections, deductions, and tax optimization strategies.

• Excellent communication and presentation skills, with the ability to explain complex tax matters to clients without a technical background.

• Strong organizational skills and attention to detail, with the ability to manage a client portfolio and competing deadlines independently.

• Sound professional judgment and the ability to recognize when complex or higher-risk matters require collaboration with firm leadership.

• A proactive, client-focused approach to relationship management, service quality, and ongoing tax planning.

• Strong problem-solving skills, resourcefulness, and a willingness to take ownership of commitments and deliverables.

• A sense of urgency, the ability to prioritize effectively, and a commitment to communicating clearly and raising potential issues early.

• A continuous improvement mindset and a willingness to learn through action, share ideas, and help improve working practices.