• Lead tax planning kickoff calls and quarterly advisory meetings • Design and implement high-impact strategies like cost segregation, 1031 exchanges, and depreciation optimization • Review financials to identify missed planning opportunities and advise on entity structuring and compensation optimization • Prepare or review complex returns that reflect deep strategic planning rather than just transactional data entry • Help strengthen and scale the firm's advisory offerings and elevate the firm’s technical standards • Guide and mentor team members, fostering a culture of excellence and continuous professional growth

• Remote Tax Manager will lead tax engagements and serve as a trusted advisor, building strong relationships with clients. • Delivering high-quality tax compliance and consulting services to a growing client base • Managing the preparation and delivery of quarterly tax projections and ad hoc client requests • Facilitating and managing the preparation and review of federal and state tax returns and the accurate, timely submission of all tax filings • Finding and implementing opportunities for process improvement in tax procedures • Delighting our customers with expert guidance and support • Available to work between the normal business day (ex. 9am to 5pm) to be responsive to client requests.

• Delivering high-quality tax compliance and consulting services to a growing client base • Managing the preparation and delivery of quarterly tax projections and ad hoc client requests • Facilitating and managing the preparation and review of federal and state tax returns and the accurate, timely submission of all tax filings • Finding and implementing opportunities for process improvement in tax procedures • Delighting our customers with expert guidance and support • Available to work between the normal business day (ex. 9am to 5pm) to be responsive to client requests.

• 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