Tax Manager

Location: Fully Remote – U.S. on the East Coast (EST).

Position Overview

We are seeking an experienced Tax Manager to join a high-growth financial services firm serving real estate entrepreneurs, small business owners, and investors nationwide. This is a fully remote role focused on providing proactive tax strategy, planning, preparation, and advisory services.

The Tax Manager will oversee a portfolio of approximately 250–300 clients , lead a small tax pod, and serve as a trusted advisor on complex individual and business tax matters. This is an opportunity for a CPA or EA who enjoys combining hands-on tax work with client advisory, leadership, and team development.

Key Responsibilities

• Manage tax strategy, planning, preparation, and filing for approximately 250–300 clients .
• Advise real estate entrepreneurs and investors with S-Corp, C-Corp, and partnership structures across multiple states.
• Review prior-year tax returns and client financials to identify planning opportunities.
• Conduct tax planning meetings and provide clear, actionable recommendations to clients.
• Advise on real estate-specific tax strategies, including cost segregation, 1031 exchanges, and the Augusta Rule .
• Identify available deductions and tax strategies, including home office, family tax strategies, retirement contributions, and other applicable opportunities.
• Review entity structures and recommend changes when appropriate.
• Recommend payroll adjustments and facilitate mid-year tax true-ups.
• Manage quarterly estimated tax payment planning and reminders.
• Prepare and file federal and state tax returns and assist clients with IRS notices.
• Lead a tax pod consisting of a Junior Accountant and Tax Administrator .
• Assist with hiring, training, performance management, and development as the tax practice grows.
• Maintain strong client relationships and handle escalated tax matters.
• Identify opportunities to expand services within the existing client base and participate in prospective client conversations.
• Ensure compliance with applicable tax regulations, professional standards, and internal best practices.

Qualifications

• Active CPA license or Enrolled Agent (EA) designation required.
• 5+ years of professional tax experience .
• 1–3+ years of management or leadership experience .
• Experience advising small business owners and/or real estate investors strongly preferred.
• Strong knowledge of business entities, multi-state taxation, tax planning, and federal/state tax compliance.
• Proven ability to build and retain strong client relationships.
• Excellent written and verbal communication skills with the ability to explain complex tax concepts clearly.
• Highly organized and able to manage a large client portfolio and multiple competing deadlines.
• Self-motivated and comfortable working independently in a fully remote environment.
• Tech-savvy and comfortable learning new systems, CRMs, and virtual collaboration tools.
• Strong follow-through and commitment to responsive, proactive client service.

Benefits

• Fully remote work environment.
• Competitive compensation package.
• Work/life balance with reasonable, human-centered work-hour expectations.
• Hands-on coaching and development from experienced leadership.
• Opportunity to join a high-growth financial services organization .
• Significant opportunity for career advancement and expanded leadership responsibility as the tax practice grows.