• Serve as the primary advisor for a portfolio of entrepreneurial and high-income clients, leading quarterly advisory meetings and delivering proactive tax planning. • Lead quarterly client advisory meetings to review financials, projections, and tax strategies • Translate complex tax concepts into clear, actionable guidance for business owners. • Ensure the final result by leading tax preparation for your portfolio of clients • Proactively identify planning opportunities based on changes in client circumstances and tax law • Support the development of junior staff by exposing them to advisory work and client interactions • Develop, maintain, and update customized tax plans for clients • Work with your team to implement tax strategies efficiently and ensure compliance aligns with the client's overall financial goals • Deliver timely year-end tax planning to maximize tax savings and minimize surprises • Understand and apply tax strategies across different client profiles, including small business owners and high-net-worth individuals • Lead a dedicated client service team of 2-4 tax professionals, coordinating workflow, mentoring staff, and ensuring high-quality deliverables. Managing team capacity, workflow, and deadlines. • Review and finalize tax returns, projections, and advisory deliverables for accuracy and quality • Ensure tax filings reflect the client's defined goals for financial and advisory strategy

• Monitor and assess global tax and regulatory changes, including e-invoicing, VAT/GST, withholding tax, statutory reporting, and country-specific compliance deadlines. • Review legislative publications and tax authority guidance to determine impact on client environments. • Translate regulatory requirements into functional SAP solutions, including tax procedure updates, e-invoicing configuration, reporting changes, withholding tax adjustments, and payment format updates. • Assess cross-module impacts across AP, AR, GL, Fixed Assets, Procurement, and reporting. • Configure and implement changes in SAP ECC and S/4HANA, perform testing, support UAT, and coordinate deployments across Development, QA, and Production. • Deliver solutions on time to meet regulatory deadlines and provide post-go-live support. • Serve as the primary client contact for compliance matters, conduct compliance reviews, and maintain documentation for delivered changes.

• Serve as the primary advisor for a portfolio of entrepreneurial and high-income clients • Lead quarterly advisory meetings to review financials, projections, and tax strategies • Ensure the final result by leading tax preparation for your portfolio of clients • Proactively identify planning opportunities based on changes in client circumstances and tax law • Support the development of junior staff by exposing them to advisory work and client interactions • Develop, maintain, and update customized tax plans for clients • Lead a dedicated client service team of 2-4 tax professionals

Role Description Are you excited about tax but tired of the old way of doing things? Our client is a growth-minded, remote firm looking for a Tax Manager who prioritizes strategy over compliance. They don't just crank out returns; they serve as year-round proactive partners to high-performing entrepreneurs and real estate investors. This is a high-impact role with no timesheets, where you are empowered to lead strategic conversations and help clients keep more of what they earn. Key Responsibilities - Strategic Advisory: Lead tax planning kickoff calls and quarterly advisory meetings. Design and implement high-impact strategies like cost segregation, 1031 exchanges, and depreciation optimization. - Proactive Planning: Review financials to identify missed planning opportunities and advise on entity structuring and compensation optimization. - Technical Leadership: Prepare or review complex returns that reflect deep strategic planning rather than just transactional data entry. - Firm Scaling: Help strengthen and scale the firm's advisory offerings and elevate the firm’s technical standards. - Mentorship: Guide and mentor team members, fostering a culture of excellence and continuous professional growth. Qualifications - 5+ years of public accounting tax experience with a proven background in delivering advisory services, not just compliance is a MUST. - Active CPA, EA, JD, or LLM in Tax REQUIRED. - Deep knowledge of business taxation, pass-through entities, and tax minimization strategies. - Confidence in leading client-facing conversations and translating complex tax laws into actionable business advice. - Strategic mindset rather than transactional, with a desire to be part of building something exceptional. Requirements - Active CPA, EA, JD, or LLM in Tax REQUIRED. - 5+ years of public accounting tax experience. Benefits - $150k–$175k base salary + performance bonuses. - 401(k) with company match and health insurance with a company contribution. - Generous PTO and paid parental leave. - Technology stipend, continuing education, and CPA support. - Permanently 100% remote with an advisory-first structure and no timesheets. Company Description Our client is pursuing greatness, not average results. This role offers you a "seat at the table" as they scale. You will move away from reactive, deadline-driven work and into a role where your expertise is respected and your strategy directly impacts client outcomes. If you are ready to do tax differently, our client wants to hear from you.