Senior Tax Manager

Senior Tax Manager - REMOTEEnsure all your application information is up to date and in order before applying for this opportunity.About the FirmWe are representing a well-established, award-winning RIA firm with a strong reputation built over 20 years through a deep focus on the client experience and a referral-driven growth model that speaks for itself. Their client base skews toward mid-affluent individuals and entrepreneurial business owners with investable assets between $1M and $20M. The firm offers investment management and financial planning today, and is now building out an in-house tax capability to deliver a truly integrated wealth management experience.About the RoleThe firm is launching a tax practice and looking for a Senior Tax Manager to come in as the founding tax professional. You will work closely with the firm's advisers to serve an existing book of clients — individuals, retirees, and entrepreneur-business owners — while helping grow an integrated service offering. The work is generalist in nature, which means real variety day to day.Key ResponsibilitiesPrepare and review individual, business, and trust returns for a mix of high-net-worth and mid-affluent clientsWork hand-in-hand with financial advisers on tax planning, Roth conversions, tax-loss harvesting, and ongoing strategyAdvise clients with concentrated positions, liquidity events, business ownership, and real estate on tax-efficient approachesServe as the primary tax resource for the firm's adviser team and client baseHelp define and build the firm's tax practice from the ground up — processes, workflows, and client experienceManage client relationships directly, with a focus on proactive communication and responsive serviceQualificationsCPA required6+ years in public accounting, ideally at a boutique or mid-sized firm serving high-net-worth individuals and business ownersGeneralist background with exposure to individuals, trusts, and small businessesStrong communication skills and comfort working directly with clients and advisersDemonstrated ability to thrive in a remote environmentSelf-starter mentality — this role requires someone who can operate independently and build, not just executeCompensation & BenefitsBase salary:$140,000 to $210,000depending on experienceBonus structure to be discussed based on candidate profile and experienceOpportunity to grow with a fast-scaling firmPotential for profit sharing and equity participation as the tax practice maturesInterested? xhyhwjd Let's chat!