Tax Manager, CPA/EA
RESPEC
Cloud
Tax Strategic Director, CPA
Edge Staffing
full-time
Posted on:
Location Type: Remote
Location: Remote • Colorado • 🇺🇸 United States
Visit company websiteJob Level
Lead
About the role
- A CPA and Consulting firm is looking for a forward-thinking Tax Director who can design and execute innovative tax strategies that maximize profitability, ensure compliance, and strengthen the financial health of the firm's clients.
- The Tax Director will build and lead the firm's tax advisory function, ensure clients benefit from cutting-edge tax planning, compliance, and optimization strategies.
- Lead tax planning for mergers, acquisitions, restructurings, and new program initiatives.
- Advise executive leadership on the tax implications of strategic business decisions.
- Lead client kickoff meetings with the Sales Team, establish strong relationships, set expectations as you assume ownership of accounts.
- Oversee preparation and review of financial statements, reports, and analyses, ensuring accuracy, timeliness, and compliance with regulatory standards.
- Lead quarterly client meetings to review performance, deliver feedback, and present strategic tax projections.
- Supervise preparation and review of business and individual income tax returns; ensure accuracy and maximize tax efficiency.
- Oversee and perform research on complex or unusual tax issues, delivering actionable strategies for clients.
- Ensure client compliance with federal, state, and local tax laws and reporting requirements.
- Identify and leverage supplemental payment programs, grants, and alternative funding models.
- Partner with Finance, Legal, and Operations to align tax strategies with broader business objectives.
Requirements
- 7+ years of progressive tax experience, ideally in healthcare, financial services, or consulting.
- Proven track record in strategic tax planning, compliance, and risk management.
- Strong knowledge of federal and state tax regulations, with exposure to international tax a plus.
- Accounting experience to be able to support accounting functions
- Experience advising executive leadership on tax-related business strategy.
- Experience managing remote teams.
- CPA license or JD strongly preferred
- CPA firm experience REQUIRED
- Expertise in QuickBooks online and desktop, UltraTax, Excel/Google Sheets
- Familiarity with CRM's or client portals
- Experience with workflow/project tools (ClickUp, Asana, Trello, Monday)
- Excellent analytical, organizational, and communication skills.
- Bachelor’s degree in Accounting, Finance, or related field required
- Prior leadership experience in a mid-sized firm or consulting environment; Big4 experience a plus
Benefits
- 4 weeks PTO
- Health, vision, and dental insurance
- Retirement account with 3% company match
- Remote work environment
- Company issued laptop
- Employee Discounts
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax planningcompliancerisk managementfinancial statement preparationtax return preparationtax optimizationtax researchaccountingstrategic business advisingfederal and state tax regulations
Soft skills
leadershipanalytical skillsorganizational skillscommunication skillsrelationship buildingstrategic thinkingteam managementclient managementproblem-solvingfeedback delivery
Certifications
CPAJDBachelor’s degree in AccountingBachelor’s degree in Finance
