DS: Remote Tax Manager

Job Title: Managing CPA / Director of Tax Services Job ID: 1044856 Date Posted: January 6, 2026 Employment Type: Full-time Hiring Company: Confidential Location: US Remote Applicants must be located in the United States. Base Salary: $125,000–$150,000 per year (USD) Commensurate with experience and qualifications. Compensation includes bonus potential and benefits. Role Summary The Managing CPA / Director of Tax Services will lead and integrate a newly established tax division within a growing wealth management firm. This is a key leadership role responsible for the entire tax practice's operations, quality control, profitability, and staff development. The ideal candidate is technically strong and people-oriented, focused on ensuring seamless client transitions and integrating tax strategy with financial planning to provide comprehensive advisory services. Key Responsibilities • Practice Leadership & Operations: Lead the daily operations, overseeing all aspects of individual, business, estate, and trust tax return preparation and review. • Team Management: Supervise, mentor, and develop a team of experienced tax professionals and administrative staff, overseeing quality control and adherence to deadlines. • Client Advisory: Conduct tax planning and client meetings, maintaining a hands-on approach with key relationships. Lead client communications during ownership transitions to ensure retention and satisfaction. • Integrated Planning: Partner closely with wealth management team to identify and execute tax-efficient planning opportunities for shared clients. • Efficiency & Compliance: Drive technology adoption and efficiency in workflows (using Drake, QuickBooks, etc.). Manage internal reporting, billing, profitability, and ensure compliance with all IRS, AICPA, and state regulations. Qualifications/Requirements • Credentials: CPA required (EA or MST is a plus). • Experience: Minimum 10 years of public accounting experience with substantial tax leadership background. • Tax Expertise: Strong understanding of small-business and individual taxation, including S-Corps, partnerships, and multi-state filings. • Management Experience: Proven experience managing a small to mid-sized team in a tax or accounting firm environment. • Technical Skills: Proficiency with Drake Software and QuickBooks preferred, along with familiarity with Microsoft 365. • Attributes: Excellent communication and relationship management skills; organized, process-driven, and comfortable leading change and integration. Apply tot his job Apply To this Job