Tax Manager (Remote)
Join a leading Tax Advisory team as a remote contributor, managing tax planning and compliance for high-net-worth individuals and related entities. You’ll ensure adherence to federal and state tax regulations, conduct technical research on complex tax matters, and collaborate closely with wealth management advisors to optimize client tax outcomes. This full-time, remote opportunity offers a competitive salary of $110,000–$130,000 plus annual bonus, comprehensive benefits, flexible hours, and ongoing professional development.
The ideal candidate holds a CPA, EA, or JD with 5+ years of experience in individual and fiduciary tax preparation for high-net-worth clients. Strong communication skills, proficiency in Microsoft Office (especially Excel), attention to detail, and the ability to work independently and with a team are essential. Willingness to work additional hours during peak tax seasons is required.
Applications are managed by Jobgether's AI-powered matching platform, ensuring an efficient and fair process. Please note that your data will be processed in compliance with GDPR and relevant data privacy laws during your application.
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Tax Manager - REMOTE. In this role, you will be vital to the Tax Advisory team, managing daily tax activities and ensuring compliance with federal and state regulations. Your expertise will support high-net-worth individuals, improving their tax strategies. You will collaborate with advisors, enhance client service quality, and contribute to the firm’s overall tax goals. This is an opportunity to leverage your skills in a fully remote environment and make a meaningful impact in tax management.
\n- Tax planning and preparation for high-net-worth individuals and related entities, including extensions.
- Ensuring compliance with all federal and state filing requirements on behalf of clients.
- Performing technical research to address complex tax issues with the support of a team.
- Analyzing client information and collaborating with advisors to offer recommendations for reducing tax liabilities.
- Delivering top-quality client service in collaboration with wealth management.
- Communicating effectively with advisors and their clients in a timely and professional manner.
- Solving problems and resolving issues for clients and their advisors.
- Supporting wealth management teams with tax planning and ongoing education about tax-related developments.
- A CPA, EA or JD with a minimum of 5+ years of relevant experience.
- Focus on preparing individual and fiduciary tax returns for high-net-worth individuals and families.
- Strong written and verbal communication skills.
- Proficiency in Microsoft Office applications, including Excel.
- Exceptional attention to detail, self-initiated follow-through, and strong time management skills.
- Ability to work independently as well as in a team environment.
- Willingness to work additional hours during peak seasons.
- Competitive salary range of $110,000-$130,000 per year.
- Annual bonus potential.
- Comprehensive benefits package.
- Access to ongoing professional development opportunities.
- Flexible work hours and the ability to work remotely.
Why Apply Through Jobgether?
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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