We are looking for a Senior Tax Client Manager who is ready to move beyond tax compliance and become a trusted advisor to clients.
This is a client-facing advisory role for a tax professional who enjoys building relationships, leading tax planning conversations, and helping individuals and business owners make smarter financial decisions.
You will manage a portfolio of clients, serve as their primary point of contact, and deliver proactive tax strategies throughout the year, not just during tax season.
What You'll Do
Client Advisory & Tax Planning
- Lead proactive tax planning conversations with individuals, business owners, and closely held entities
- Identify tax-saving opportunities and develop strategies tailored to each client's financial goals
- Review financial information and tax returns to uncover planning opportunities throughout the year
- Prepare and review individual and business tax returns, including 1040, 1065, 1120, and 1120S
- Provide clear guidance and recommendations clients can act on
Client Relationship Management
- Manage a dedicated portfolio of clients as their trusted tax advisor
- Build long-term relationships through proactive communication and exceptional service
- Lead client meetings and explain tax strategies with confidence and professionalism
- Identify opportunities to expand advisory relationships and deliver additional value
Collaboration & Firm Growth
- Partner with firm leadership and team members on complex client engagements
- Maintain high-quality standards for documentation, accuracy, and client service
- Work effectively in a fully remote, technology-driven environment
- Contribute to a growing firm culture focused on excellence and continuous improvement
What You'll Bring
- 7+ years of experience in public accounting tax preparation and review
- CPA preferred
- Experience preparing and reviewing U.S. individual and business tax returns, including Form 1040 (high-net-worth individuals/business owners), 1065, 1120, and 1120S.
- Strong understanding of tax planning strategies and tax law
- Experience working directly with clients and leading advisory conversations
- Ability to manage multiple client relationships and deadlines independently
- Strong communication skills and the ability to explain complex tax concepts clearly
- High attention to detail and commitment to delivering exceptional client service
What We Offer
- Fully remote position
- Competitive base salary
- Performance bonus and profit-sharing opportunity
- Flexible schedule and work-life balance
- No excessive overtime during tax season
- Professional development and training support
- Opportunity for significant growth within a fast-growing advisory-focused firm
This is an opportunity for a tax professional who wants to build lasting client relationships, deliver meaningful tax strategies, and grow as a trusted advisor.
Candidates should have hands-on public accounting tax experience and be comfortable taking ownership of client relationships.