Closely Held Businesses

• Owner Returns
• High-Touch Planning & Review

A well-run, boutique CPA firm is hiring a fully remote Tax Manager to support a growing book of closely held businesses and their owners . This is a hands-on manager role focused on reviewing business returns, handling owners’ 1040s, and advising small-to-mid-size entrepreneurs on practical tax strategy. The firm is built around balance and clear expectations: 40 hours is the cap , even during busy season. About The Firm

• 20+ years serving entrepreneurs, professional service firms, real-estate investors, and multigenerational family businesses
• Fully remote, well-integrated team with great tenure and low turnover
• Planning-heavy, relationship-driven approach—not a compliance factory
• Tech-forward workflow and no big-firm bureaucracy
• True 40-hour max workweek, every season

The Role Tax Manager – Closely Held Businesses & Their Owners Most of the work centers on reviewing S-Corp and partnership returns—and the related 1040s for the business owners . You’ll lead planning conversations, advise on structure and compensation strategy, and support clients with multi-entity and practical day-to-day tax needs.

Key Responsibilities

• Review and manage 1040, 1120S, 1065, and related entity/owner filings
• Lead planning conversations with business owners
• Advise on entity structure, elections, compensation strategy, and multistate issues
• Identify practical planning opportunities (basis, distributions, reasonable comp, etc.)
• Mentor junior staff and help maintain a calm, organized workflow
• Collaborate with leadership on more complex clients and projects

Ideal Candidate

• 5–10+ years in public accounting with strong experience in pass-throughs and closely held businesses
• Confident reviewing both entity returns and related owner 1040s
• Strong communicator who enjoys direct client interaction
• Comfortable in a remote, paperless, tech-enabled environment
• CPA or EA required; advanced credentials are a plus

HIGHLIGHTS

• 100% Remote — work from anywhere
• Capped 40-hour workweeks, even during busy season
• Direct access to business owners and meaningful advisory work
• Stable client base, low turnover, no bureaucracy
• A culture built on clarity, balance, and real relationships

Interested? Interviews are scheduling now. If you want a stable, balanced Tax Manager role where you can work directly with business owners and still keep your weeks to 40 hours, please apply ASAP or reach out anytime : [email protected] To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/