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Details
  • Location: Fully Remote
  • Type: Perm
  • Job #22785

Company Overview:
A tech-focused financial services firm is seeking a Senior Tax Manager to join its Tax Technology Team. This fully remote position offers the opportunity to be part of a forward-thinking environment that is redefining how tax services are delivered through the use of advanced automation and technology.

Job Responsibilities:

  • Serve as a key member of the Tax Technology Team, leading client engagements that leverage automation tools to streamline tax preparation, review, and advisory processes.
  • Manage and deliver high-quality tax compliance and planning services for a portfolio of individual, corporate, and partnership clients.
  • Collaborate with internal engineering and AI teams to identify automation opportunities and enhance the firm’s technology capabilities.
  • Oversee the implementation of technology-driven process improvements to optimize efficiency and accuracy.
  • Lead, train, and mentor junior tax professionals, promoting best practices in technology adoption and client service.
  • Partner with product and operations teams to design scalable workflows that improve client outcomes.
  • Provide insight and expertise on federal and state tax matters, ensuring thorough and compliant deliverables.
  • Engage in business development and growth initiatives, including attending industry events, client networking, and showcasing the firm’s technology-driven approach.

Qualifications:

  • Experience in public accounting with a strong background in tax technology, automation, and process improvement initiatives.
  • Strong understanding of individual (1040), S-Corporation (1120-S), and Partnership (1065) returns.
  • Proficiency in Drake, ProConnect, and/or Lacerte tax software.
  • Demonstrated success in business development or client relationship expansion activities.

Compensation:
Salary: $130,000 – $200,000, Plus Bonus

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