Remote Tax Manager

About the role

Our client is a venture-backed tax firm built for where the tax industry is heading: as AI reshapes traditional compliance work, the firm is positioning itself around advisory and strategy rather than routine return preparation. This role goes beyond preparing and reviewing returns, though that remains foundational. The firm is building a model where every return is a starting point for proactive tax strategy, not the end product. You'll work directly with the founding team, develop hands-on fluency in AI tools already transforming the industry, and have real input into how the firm operates and scales.

Responsibilities

• Own client relationships for a portfolio of high-net-worth individuals, S-corp owners, and real estate investors, providing responsive, proactive service year-round
• Prepare and review complex individual, S-corp, partnership, trust, and multi-state tax returns
• Identify tax-saving strategies that most preparers miss, and present them to clients with clear benefit calculations
• Lead client-facing engagements from day one, including onboarding, strategy calls, and tax season check-ins
• Partner with founders on service offerings, pricing, and the technology roadmap
• Support M&A strategy with insights on tax firm acquisitions
• Build and enforce quality control processes as the team scales
• Contribute ideas on firm operations and process improvement

Requirements

• CPA or EA license
• 5+ years of tax preparation experience
• Deep expertise in complex individual returns, S-corps, partnerships, multi-state situations, and real estate
• Strong client communication skills — able to explain complex tax strategy to clients at any level of tax fluency
• Comfort with practice management software, cloud storage, and video conferencing tools

Preferred Qualifications

• Management experience
• Enthusiasm for developing fluency in AI tools on the job
• Comfort operating in an evolving, not-yet-fully-defined role at an early-stage company

Benefits

• Equity package: seed-stage stock options with standard 4-year vesting and 1-year cliff
• Comprehensive health, dental, and vision insurance (100% employee coverage, 30% dependent coverage)
• Flexible PTO
• Professional development budget for continuing education, certifications, and tools

Pay

Base Salary: $135,000–$170,000 per year (USD)

Schedule

Hybrid: minimum 2 days/week in office (San Diego or Bay Area, CA)

Applicants must be located in the United States.