• Lead the review of highly complex Individual (1040), Corporate (1120), S Corporation (1120S), Partnership (1065), Non-Profit (990), and Trust/Estate (1041) filings.
• Manage multistate, consolidated, apportionment, and nexus-related filings.
• Serve as the firm’s senior technical reviewer and escalation point for complex or high-risk tax matters.
• Research, interpret, and document tax law changes and develop firm-wide guidance.

2. Tax Strategy, Advisory & Client Leadership

• Lead year-round tax planning engagements, cash flow strategies, and entity structure evaluations.
• Act as the primary advisor for high-value clients, providing forward-looking, consultative guidance.
• Present tax strategies, planning recommendations, and business insights to executive-level clients.
• Support business development efforts, including scoping, proposal creation, and client onboarding.

3. Firm Management & Operational Oversight (Partner Track Focus)

• Own day-to-day management of the tax practice, including workflow monitoring, quality control, and staff utilization.
• Oversee engagement economics, realization rates, budgeting, and forecasting.
• Lead internal initiatives to improve processes, technology adoption, and client experience.
• Collaborate with the partners on long-term strategic planning, service-line expansion, and organizational growth.

4. Team Leadership & Staff Development

• Supervise, mentor, and train the tax team, including offshore staff, seniors, and preparers.
• Deliver technical training, enforce review standards, and build a culture of accountability and excellence.
• Guide career development and participate in performance evaluations, hiring decisions, and staffing plans.

5. Financial Reporting, Bookkeeping Oversight & Advisory Support

• Oversee monthly financial close activities and ensure delivery of accurate client financial statements.
• Review financial analyses, dashboards, forecasts, and management reporting packages.
• Provide financial insights that support client decision-making, including modeling and ROI analysis.

6. Payroll, Compliance & Operational Support

• Oversee accuracy and compliance of payroll processing across multiple states.
• Coordinate with payroll providers (Gusto, ADP, Paychex, etc.) to resolve discrepancies and ensure proper withholding and classification.

Qualifications

• Active CPA license (required).
• 6+ years of progressive experience in public accounting or tax advisory, including significant review experience.
• Proven ability to manage a book of business, nurture client relationships, and serve as the primary advisor.
• Strong leadership skills with experience managing both onshore and offshore teams.
• Advanced technical knowledge of federal and multistate tax law.
• Proficiency with Lacerte, CCH Axcess, ProConnect, Drake, or similar tax software.
• Experience with QuickBooks Online/Desktop, Xero, and cloud collaboration tools (Karbon preferred).
• Demonstrated ability to manage firm operations, improve processes, and drive team performance.
• Entrepreneurial mindset with interest in future equity/partnership.

Compensation & Benefits

• Competitive base salary + performance bonus (up to 20%).
• Fully remote work environment.
• 401(k) Retirement Plan.
• Employer-supported medical, dental, and vision insurance options.
• $500 annual wellness/ergonomic reimbursement.
• Paid continuing education (CPE) support.
• Annual merit-based salary review.
• Partner-track opportunity with long-term growth into firm leadership.