Individual Tax Manager (Flexible / Flex-Time)

About the role

Love the Work, Own Your Time
Are you a tax professional who thrives on solving complex individual tax puzzles but is ready to leave the "burnout culture" behind? We are a progressive firm that believes peak performance happens when you have the freedom to schedule work around your life—not the other way around.

Role Overview

As our Individual Tax Manager, you will be the technical lead for a sophisticated portfolio of high-net-worth individual clients. You aren't just a tax preparer; you are a strategic advisor and a mentor.

Technical Leadership

• Oversee the review of complex 1040s, including advanced Schedule C and E filings.
• Lead tax planning discussions from start to finish, identifying opportunities to optimize client financial strategies.
• Manage IRS and state taxing authority audits with confidence.

Advisory & Planning

• Lead tax planning discussions from start to finish, identifying opportunities to optimize client financial strategies.
• Act as an administrator for our tech stack (Thomson Reuters, SurePrep) and help us identify new software tools to stay efficient.

Team Growth

• Supervise and mentor junior staff, helping them navigate technical bottlenecks and professional development.

Innovation

• Act as an administrator for our tech stack (Thomson Reuters, SurePrep) and help us identify new software tools to stay efficient.

Qualifications

• Education: Bachelor's or Master's in Accounting.
• Credentials: Active CPA or EA designation is required.
• Experience: 6+ years of tax experience, specifically with high-complexity individual returns and planning.
• Tech Savvy: Advanced proficiency in Microsoft Office and professional tax software (Thomson Reuters CS Suite preferred).
• Communication: The ability to explain complex tax concepts to clients in a way that builds trust and clarity.

Perks

• True Flexibility: Design your own schedule (Full-time, Part-time, or Flex).
• Financial Upside: Competitive salary plus bonus pay and immediate 401(k) options.
• Supportive Culture: Medical/Dental, Life Insurance, FSA, and a dedicated Employee Assistance Program.
• Career Investment: Paid professional development and a clear path to leadership.

Pay

$82,400 - $144,200

Schedule

Flex-Time