Tax Advisory Manager

📋 Description

• Lead initial tax planning consultations and independently identify opportunities to reduce clients'
• Develop and deliver 10–15 customized tax plans per month for business-owner clients.
• Advise clients on entity structures, tax elections, compensation strategies, deductions, and
• Translate complex tax concepts, potential risks, and strategic trade-offs into clear, practical
• Manage an assigned portfolio of tax planning clients and serve as their primary tax advisor.
• Conduct quarterly planning meetings to review financial results, identify emerging tax-saving

🎯 Requirements

• An active Certified Public Accountant (CPA) license is required.
• At least five years of public accounting experience, with a strong foundation in tax preparation
• Demonstrated experience independently managing tax planning engagements from initial discovery
• Experience advising business owners, ideally those operating businesses with $1 million to $10
• Strong technical knowledge of individual and business tax returns, including Forms 1040, 1065
• Thorough understanding of federal and state tax laws, entity structuring, tax elections

🎁 Benefits

• Salary: $120,000–$170,000 per year, depending on experience.
• Bonus eligibility: Additional bonus opportunities.
• Work arrangement: Fully remote within Florida, Texas, or Tennessee.
• Employment type: Full-time, with an expected commitment of 40 or more hours per week.
• Healthcare: Health benefits.
• Retirement: 401(k) plan.