Tax Manager

Job Description

Job Description

This is a remote position.

About the Firm

We are representing a well-established, full-service CPA firm with a national client base spanning tax, advisory, and consulting services. The firm has earned a strong reputation by taking a proactive approach to tax strategy — focused not just on compliance, but on helping individuals, businesses, and family offices meaningfully reduce their tax burden. The culture here is collaborative and relationship-driven, and their retention speaks for itself.

About the Role

This is a review and advisory role at its core. The firm's private equity and family office client base is growing, and they need a Tax Manager who functions as the technical authority on the most complex partnership and transactional work coming through the door. You'll spend the bulk of your time reviewing returns and workpapers, advising clients on planning opportunities, and serving as the resource the team leans on when the issues get complicated. 

Key Responsibilities

• Review complex partnership and corporate returns involving partner and shareholder sales and redemptions, asset sales, part-sale/part-rollover transactions, and taxable and tax-free reorganizations
  

• Provide technical oversight on 704(b) waterfall allocations, 704(c) tracking, and 743(b)/734(b) basis adjustments
  

• Review workpapers and returns with complex book-to-tax adjustments and multi-state exposure
  

• Advise clients on tax planning opportunities across transactions, structures, and ongoing strategy
  

• Act as a primary relationship owner for private equity and family office clients, staying ahead of issues before they become problems
  

• Oversee 1031 exchange transactions and related reporting
  

• Lead technical research on complex issues and serve as the go-to resource for senior and associate-level staff
  

• Hold the standard on quality and delivery across a portfolio of client engagements
  

• 5+ years in public accounting with meaningful, hands-on experience in complex partnership and transactional tax
  

• Deep fluency in Subchapter K — 704(b)/(c), 743(b)/734(b)
  

• Review-level experience with M&A, reorganizations, or similar transactional work required
  

• Demonstrated ability to advise clients on technical tax matters, not just prepare and review returns
  

• Multi-state experience preferred
  

• CPA or EA preferred
  

• Bachelor's in Accounting required; Master's in Taxation a plus
  

• Track record of managing client relationships, developing staff, and translating technical complexity into clear communication
  

• Base salary: $110k-$150k, commensurate with experience
  

• Annual discretionary bonus up to 10%
  

• 20 days PTO; overtime beyond 40 hours converts to additional comp time
  

• 100% company-paid family health and dental insurance premiums
  

• 401(k) with dollar-for-dollar company match up to 6%
  

• Fully Remote