Tax Manager - Fully Remote | Busy Season Capped at 45 Hours

Closely Held Businesses | Advisory-Focused

This is a fully remote Tax Manager opportunity with a boutique CPA firm serving closely held businesses and their owners. The firm operates with realistic workloads - approximately 40-hour workweeks throughout most of the year, with busy season generally topping out around 45 hours. The role offers a mix of technical tax work, client interaction, and proactive tax planning in a collaborative, cloud-based environment with clear expectations and a sustainable pace.

About the Role

As a Tax Manager, you'll work closely with entrepreneurs, professional service firms, real estate investors, and family-owned businesses, serving as both a technical resource and trusted advisor. The position centers on reviewing partnership and S-Corporation returns, overseeing the related owner returns, leading tax planning discussions, and helping clients navigate practical tax decisions throughout the year.

Responsibilities

• Review Forms 1065, 1120S, 1040, and related business filings
• Lead tax planning discussions with business owners
• Advise clients on entity structure, elections, reasonable compensation, distributions, and multistate tax matters
• Identify proactive tax planning opportunities
• Mentor and develop junior staff while reviewing their work
• Collaborate with firm leadership on more complex client engagements

Qualifications

• 5+ years of public accounting experience
• Strong background working with pass-through entities and closely held businesses
• Experience reviewing both business returns and related owner 1040s
• Comfortable leading client conversations and providing tax planning guidance
• CPA or EA required
• Experience working in a remote, paperless environment is preferred

Highlights

• 100% Remote
• Approximately 40-hour workweeks throughout most of the year
• Busy season generally capped around 45 hours
• Advisory-focused work with closely held businesses and their owners
• Direct client interaction and planning opportunities
• Modern, cloud-based technology and streamlined workflows
• Collaborative team with excellent tenure and low turnover

About the Firm

For more than 20 years, the firm has partnered with entrepreneurs, professional service firms, real estate investors, and family-owned businesses. Their approach emphasizes long-term relationships, thoughtful tax planning, and practical advice tailored to each client's business and personal tax situation. The firm has built a collaborative culture with an emphasis on quality work, clear communication, and reasonable expectations. Team members are given the autonomy to manage client relationships while working alongside experienced professionals in a supportive environment.

Interested? Interviews are currently underway. If you're interested in learning more, please apply or reach out directly: Chuck Cooke Co-Founder / Managing Partner chuck@levelociti.com

To view additional opportunities we're currently recruiting for, please visit: https://levelociti.com/job-search/