Tax Manager – Advisory

RESPEC

. Lead tax planning kickoff calls and quarterly advisory meetings .

Posted 5/17/2026full-timeRemote • New York • 🇺🇸 United StatesMid-LevelSenior💰 $150,000 - $175,000 per yearWebsite

About the role

Key responsibilities & impact

Lead tax planning kickoff calls and quarterly advisory meetings
Design and implement high-impact strategies like cost segregation, 1031 exchanges, and depreciation optimization
Review financials to identify missed planning opportunities and advise on entity structuring and compensation optimization
Prepare or review complex returns that reflect deep strategic planning rather than just transactional data entry
Help strengthen and scale the firm's advisory offerings and elevate the firm’s technical standards
Guide and mentor team members, fostering a culture of excellence and continuous professional growth

Requirements

What you’ll need

5+ years of public accounting tax experience
Active CPA, EA, JD, or LLM in Tax REQUIRED
Deep knowledge of business taxation, pass-through entities, and tax minimization strategies
Confidence in leading client-facing conversations and translating complex tax laws into actionable business advice
Think strategically rather than transactionally.

Benefits

Comp & perks

401(k) with company match
health insurance with a company contribution
Generous PTO
paid parental leave
Technology stipend
continuing education
CPA support
Flexibility: Permanently 100% remote

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax planningcost segregation1031 exchangesdepreciation optimizationfinancial reviewentity structuringcompensation optimizationcomplex returns preparationstrategic planningtax minimization strategies

Soft Skills

leadershipmentoringclient-facing communicationstrategic thinkingadvisory skillsculture of excellenceprofessional growth

Certifications

CPAEAJDLLM in Tax