Job Description

This is a remote position. About the Firm We are representing a well-established, award-winning RIA firm with a strong reputation built over 20 years through a deep focus on the client experience and a referral-driven growth model that speaks for itself. Their client base skews toward mid-affluent individuals and entrepreneurial business owners with investable assets between $1M and $20M. The firm offers investment management and financial planning today, and is now building out an in-house tax capability to deliver a truly integrated wealth management experience. About the Role The firm is launching a tax practice and looking for a Senior Tax Manager to come in as the founding tax professional. You will work closely with the firm's advisers to serve an existing book of clients — individuals, retirees, and entrepreneur-business owners — while helping grow an integrated service offering. The work is generalist in nature, which means real variety day to day. Key Responsibilities Prepare and review individual, business, and trust returns for a mix of high-net-worth and mid-affluent clients Work hand-in-hand with financial advisers on tax planning, Roth conversions, tax-loss harvesting, and ongoing strategy Advise clients with concentrated positions, liquidity events, business ownership, and real estate on tax-efficient approaches Serve as the primary tax resource for the firm's adviser team and client base Help define and build the firm's tax practice from the ground up — processes, workflows, and client experience Manage client relationships directly, with a focus on proactive communication and responsive service Requirements CPA required 6+ years in public accounting, ideally at a boutique or mid-sized firm serving high-net-worth individuals and business owners Generalist background with exposure to individuals, trusts, and small businesses Strong communication skills and comfort working directly with clients and advisers Demonstrated ability to thrive in a remote environment Self-starter mentality — this role requires someone who can operate independently and build, not just execute Benefits Base salary: $140,000 to $210,000 depending on experience Bonus structure to be discussed based on candidate profile and experience Opportunity to grow with a fast-scaling firm Potential for profit sharing and equity participation as the tax practice matures