Tax Manager - Remote

Are you an experienced tax professional looking for a leadership opportunity in a small CPA firm without the traditional office-based work environment? Elder Hanson & Company, Ltd. is seeking a Tax Manager to join our team in a full-time, remote capacity. Our office is located in downtown Naperville, Illinois, and our professionals work primarily remotely.

This position offers the opportunity to work directly with firm leadership, build lasting client relationships, oversee diverse tax engagements, and help develop other accounting professionals. We value technical expertise, personal accountability, teamwork, and practical solutions that improve our clients' financial lives.

Our firm provides personalized accounting, tax, and consulting services to closely held professional service businesses and their owners, individuals, trusts, and estates. Our services include tax preparation and planning, bookkeeping, payroll, income tax basis financial statements, and business consulting.

As Tax Manager, you will be responsible for preparing and reviewing complex tax returns, overseeing client engagements, researching technical tax matters, and providing tax planning and consulting services. You will work with a varied client base that includes business owners, individuals, estates, and trusts.

This role is well suited to an experienced public accounting professional who enjoys combining hands-on tax work with client service, technical research, engagement management, and staff mentoring.

Tax Preparation and Review

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  Prepare complex individual, business, estate, and trust income tax returns, including Forms 1040, 1120-S, 1065, 1120, and 1041.

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  Manage and review individual, business, estate, and trust income tax returns, including Forms 1040, 1120-S, 1065, 1120, and 1041.

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  Develop and review tax projections and assist clients with tax planning throughout the year.

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  Review accounting records and financial statements, including financial statements prepared on the income tax basis.

Client Service and Tax Consulting

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  Oversee multiple client engagements, establish priorities, and communicate proactively with clients.

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  Research complex federal and state tax questions and develop practical recommendations.

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  Identify tax-saving opportunities and explain their potential impact to clients.

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  Maintain current knowledge of federal and state tax law developments relevant to the firm's clients.

Team Leadership and Practice Management

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  Review staff work and provide technical guidance, coaching, and constructive feedback.

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  Help train and mentor staff and senior accountants.

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  Contribute to workload planning, workflow improvements, and engagement profitability.

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  Support the firm's continued development of efficient, technology-enabled accounting and tax processes.

• Bachelor's degree in accounting, taxation, or a related field.

• Active CPA or Enrolled Agent (EA) credential required; CPA preferred.

• At least seven years of progressive public accounting experience, including substantial tax preparation and review responsibilities.

• Strong working knowledge of individual, S corporation, partnership, C corporation, estate, and trust income taxation.

• Experience preparing and reviewing estate and trust income tax returns, including Form 1041.

• Demonstrated ability to research complex tax matters and apply technical guidance to client situations.

• Strong written and verbal communication, organizational, and analytical skills.

• Proficiency with Microsoft Excel, Word, and Outlook.

Experience with Lacerte, QuickBooks Online, and other professional tax or accounting applications is beneficial.

We are looking for a tax professional who takes ownership of assignments, pays close attention to detail, and enjoys finding solutions to challenging tax questions. The successful candidate will be comfortable managing client relationships, balancing multiple deadlines, and explaining technical issues in understandable terms.

Experience in a small or mid-sized public accounting firm is particularly valuable. Candidates who appreciate a collaborative, remote work environment and want to contribute to both client success and team development are encouraged to apply.

If you are a CPA or EA with substantial and relevant public accounting experience and are ready for a Tax Manager opportunity that combines complex tax work, client relationships, and professional leadership, we invite you to apply.

Join Elder Hanson & Company, Ltd. and help us make our clients' lives better through personalized, technology-driven accounting and tax services.

Submit your application today. We look forward to learning more about you!