Tax Manager (Strategic Tax Planning & Client Advisory)

Position Overview

This is a leadership role within our Tax Planning Department.

The Tax Manager will:

* Own client relationships
* Oversee and improve tax planning processes
* Ensure timely and accurate execution of all tax strategies
* Support and develop team members
* Serve as a key leader in stabilizing and scaling the department

This role requires both technical expertise and operational leadership.

Key Responsibilities
Client Advisory & Tax Planning Leadership

* Lead tax planning engagements from kickoff through implementation and quarterly reviews
* Present tax strategies clearly and confidently to clients
* Serve as primary advisor for high-income and complex clients
* Respond to client inquiries in a timely and professional manner

Execution & Accountability

* Ensure all tax strategies are implemented accurately and on time (e.g., entity elections, estimated tax planning, filings)
* Review and oversee tax returns for business owners and high-net-worth individuals
* Maintain and update tax planning calculations and projections throughout the year
* Identify and resolve errors before they impact clients

Process & Workflow Management

* Implement and enforce structured workflows within ClickUp
* Ensure all tasks, deadlines, and deliverables are tracked and completed
* Improve internal processes to increase efficiency and reduce errors
* Establish accountability across the tax planning team

Team Leadership & Development

* Train and mentor team members transitioning into tax planning roles
* Review work and provide clear feedback and direction
* Support development of internal training materials
* Elevate overall team performance and technical capability

Strategy & Continuous Improvement

* Stay current on tax law changes and proactively apply them to client strategies
* Research and develop advanced tax strategies for business owners
* Partner with leadership to improve service delivery and client experience

Qualifications
Required

* 5+ years of tax experience (with strong exposure to tax planning)
* Experience managing client relationships directly
* Strong knowledge of business tax (S Corps, partnerships, entity structuring)
* Proven ability to manage multiple clients and deadlines
* Strong communication and problem-solving skills

Preferred

* CPA or EA
* Experience in a tax planning or advisory-focused firm
* Experience managing or mentoring staff
* Familiarity with tools such as QuickBooks, ProConnect, Corvee, ClickUp, and Excel

What We Are Looking For

We are looking for someone who:

* Takes ownership and follows through
* Is proactive, not reactive
* Can identify problems and fix them
* Communicates clearly and confidently with clients
* Thrives in a fast-paced, growth-oriented environment

Compensation & Benefits

Salary Range: $95,000 – $120,000 (based on experience)

* 100% Remote
* PTO (single policy)
* Health insurance after 60 days
* Education assistance (up to $5,250 after 1 year)
* Access to CPE.com

Certification bonuses:

* CPA: $2,000
* EA: $1,500

Why This Role Matters

This position plays a critical role in strengthening our tax planning department, improving client experience, and supporting the firm’s continued growth.