About the Role

• Lead multiple client engagements across corporate, partnership, and high-net-worth individual tax work
• Serve as the primary client relationship manager for key accounts in a fully remote environment
• Oversee tax planning, compliance, and review processes while ensuring accuracy and timeliness
• Collaborate with partners and staff to improve workflow efficiency and service delivery

Key Responsibilities

• Review and sign off on complex tax returns (1120, 1120S, 1065, 1040 HNW)
• Manage client deliverables, deadlines, and advisory communications year-round
• Provide strategic tax planning, entity structuring, and transaction support
• Supervise and mentor tax staff, seniors, and managers across multiple engagements

Qualifications

• Active CPA license required
• 7–12+ years of progressive tax experience in public accounting
• Strong experience with review-level work and client-facing advisory roles
• Deep knowledge of federal and state tax compliance across multiple entity types

Preferred Skills

• Experience with remote team leadership and workflow management tools (e.g., CCH, ProSystem, UltraTax, or similar)
• Strong client communication skills with ability to explain complex tax issues simply
• Experience with high-growth clients, private equity-backed companies, or HNW individuals
• Ability to manage multiple deadlines in a fast-paced, deadline-driven environment

What We Offer

• Fully remote flexibility with strong team collaboration culture
• Competitive compensation with performance-based bonus structure
• Clear path to Partner or Director-level advancement
• Comprehensive benefits including PTO, health coverage, and continuing education support

Remote Skills: Certified Public Accountant (CPA), Communication Skills, Customer Relations, Customer Relationship Management (CRM), Delivery Management, Federal Tax, High Net Worth, Mentoring, Public Accounting, Remote Team Management, Sales Management, Service Delivery, State Tax, Strategic Planning, Tax Planning, Tax Regulations, Tax Returns, Time Management About the Company: Solid Rock Recruiting