Tax Manager

This is a remote position.

About the Firm

We are representing a rapidly growing modern tax advisory firm focused on tax planning for 1099 physicians. The firm provides clients with comprehensive tax planning and full-service accounting supported by a structured team-based (pod) service model.

About the Role

We are looking for a Tax Manager to serve as a background review resource supporting multiple client pods across the firm. Unlike a pod leader who owns a book of clients end-to-end this role is primarily technical: reviewing complex returns and providing review capacity to pod leaders so they can stay focused on client-facing advisory work. Theres also room for this person to flex into a more hands-on advisory support role. The ideal candidate has strong individual (1040) review chops especially with multi-entity multi-K-1 physician clients plus solid experience reviewing pass-through entities.

Key Responsibilities

• Provide background review support across several pods helping pod leaders keep pace with review volume during peak periods.
  

• Review complex individual (1040) returns for physician clients frequently involving multiple K-1s from real estate partnerships and other pass-through investments alongside an operating company.
  

• Review pass-through entity returns.
  

• Provide review support on trust (1041) returns; low volume and trainable on the job.
  

• Partner closely with pod leaders to maintain accuracy tax-readiness and consistent quality standards across a range of client complexity.
  

• Support and mentor preparers within the scope of review work.
  

• 5 years of public accounting experience
  

• CPA or EA license preferred.
  

• Strong technical experience reviewing complex 1040s ideally including physician or high-earning professional clients with multiple K-1s and pass-through entities.
  

• Experience reviewing S-Corp (1120-S) Partnership (1065) returns.
  

• Willingness to learn/review trust and C-Corp returns as needed.
  

• Comfortable operating as a review-focused support resource across multiple pods rather than owning a single client book.
  

• Strong organizational skills; able to manage review workload across varying levels of complexity and multiple pod leaders priorities.
  

• Desire to take on advisory level work as needed.
  

• Competitive salary
  

• Generous PTO including a firm-wide closure during the last two weeks of the year.
  

• Healthy work hours year-round with slight increases during busy season.