Who: An experienced tax professional with 8+ years of high-net-worth individual tax review and planning experience and strong leadership skills.
What: Provide tax compliance, consulting, planning, and technical review services for internal individual clients while managing engagements and client relationships.
When: Full-time position available immediately.
Where: Fully remote role.
Why: To continue growing your tax career in a leadership role without a traditional busy season, supported by a firm that values flexibility, development, and work/life balance.
Office Environment: Remote, collaborative, well-supported environment with consistent hours and strong professional-development programs.
Salary: $122,300 to $231,870 depending on experience, qualifications, and geographic location.
Position Overview: This internal role focuses on providing U.S. individual tax preparation, planning, and consulting services to firm leadership, offering the opportunity to advance your tax career while enjoying a balanced schedule and limited seasonal peaks.
Key Responsibilities: ● Provide comprehensive tax compliance and consulting services to internal clients. ● Perform technical reviews of complex individual tax returns and supporting documentation. ● Lead multiple engagements delivering proactive tax planning and strategic guidance. ● Apply new technical developments to complex client scenarios. ● Serve as the primary point of contact for approximately 75 clients. ● Participate in firmwide learning programs to support ongoing professional growth. ● Mentor and develop staff through coaching aligned with the firm’s Care and Teach philosophy.
Qualifications: ● Bachelor’s degree in accounting, law, or related business field; master’s or advanced degree preferred. ● Active CPA required. ● 8+ years of experience in tax planning and review for high-net-worth individuals. ● Multi-state individual tax compliance experience, including composite, withholding, and pass-through entity tax. ● Background in federal compliance and consulting within a professional services firm. ● 2+ years of supervisory, mentoring, or coaching experience preferred. ● Strong management, organizational, analytical, communication, and project-management skills. ● Proficiency with CCH Axcess, PDFlyer, and Microsoft Office tools. ● Eligibility to work in the U.S. without sponsorship preferred.
If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.
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