Job Description
About the Role
- Lead multiple client engagements across corporate, partnership, and high-net-worth individual tax work
- Serve as the primary client relationship manager for key accounts in a fully remote environment
- Oversee tax planning, compliance, and review processes while ensuring accuracy and timeliness
- Collaborate with partners and staff to improve workflow efficiency and service delivery
Key Responsibilities
- Review and sign off on complex tax returns (1120, 1120S, 1065, 1040 HNW)
- Manage client deliverables, deadlines, and advisory communications year-round
- Provide strategic tax planning, entity structuring, and transaction support
- Supervise and mentor tax staff, seniors, and managers across multiple engagements
Qualifications
- Active CPA license required
- 7–12+ years of progressive tax experience in public accounting
- Strong experience with review-level work and client-facing advisory roles
- Deep knowledge of federal and state tax compliance across multiple entity types
Preferred Skills
- Experience with remote team leadership and workflow management tools (e.g., CCH, ProSystem, UltraTax, or similar)
- Strong client communication skills with ability to explain complex tax issues simply
- Experience with high-growth clients, private equity-backed companies, or HNW individuals
- Ability to manage multiple deadlines in a fast-paced, deadline-driven environment
What We Offer
- Fully remote flexibility with strong team collaboration culture
- Competitive compensation with performance-based bonus structure
- Clear path to Partner or Director-level advancement
- Comprehensive benefits including PTO, health coverage, and continuing education support
Numbers & Facts
| Location | Chicago, Indiana (Remote) |
Skills
Certified Public Accountant (CPA)unmatched
Communication Skillsunmatched
Customer Relationsunmatched
Customer Relationship Management (CRM)unmatched
Delivery Managementunmatched
Federal Taxunmatched
High Net Worthunmatched
Mentoringunmatched
Public Accountingunmatched
Remote Team Managementunmatched
Sales Managementunmatched
Service Deliveryunmatched
State Taxunmatched
Strategic Planningunmatched
Tax Planningunmatched
Tax Regulationsunmatched
Tax Returnsunmatched
Time Managementunmatched
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