Lead Tax Strategist (Remote)
About the Role
We are seeking a Lead Tax Strategist / Tax Manager to serve as the technical tax expert for a growing tax advisory team. This role combines advanced tax strategy, hands-on tax review, and leadership responsibilities, including mentoring staff and improving internal processes.
This position is ideal for an experienced EA or CPA who wants meaningful, high-impact work—without the expectation of a traditional 40+ hour workweek.
Key ResponsibilitiesTax Strategy & Technical Leadership
• Review tax returns for accuracy and strategic completeness (1040, 1120, 1120S, 1065)
• Apply advanced tax planning strategies and ensure compliance with tax law
• Handle IRS calls, notices, and issue resolution on behalf of clients (EA or CPA required)
• Perform quarterly estimated tax calculations for business owners
• Conduct 1:1 tax consultations with clients as needed
• Oversee e-file readiness and final filing accuracy
• Mentor tax strategists to ensure tax plans are properly implemented
• Communicate client updates across teams to ensure alignment
• Support and mentor the tax preparation team as needed
• Participate in implementing advanced tax strategies
Operational Leadership & Process Improvement
• Create, document, and maintain SOPs, workflows, and tax strategy procedures
• Continuously improve internal processes for efficiency and accuracy
• Collaborate with leadership to refine systems and operational processes
• Train team members on updated workflows and best practices
• Act as the bridge between strategy and operations as the department scales
Requirements (Must-Have)
• Active CPA or EA license (required)
• Minimum 5 years of tax preparation and tax review experience
• Strong tax strategy and tax planning experience
• Leadership or management experience
• Experience with S Corporations, partnerships, and high-income individuals
• Strong working knowledge of QuickBooks Online (QBO)
• Solid understanding of IRS procedures and compliance
• Experience creating workflows, SOPs, or operational processes
• Available during standard business hours for client consultations and team support
• Available during company working hours (9:00 AM – 5:00 PM EST)
Bonus Skills
• Familiarity with ProConnect, TaxDome, and ClickUp
• Experience mentoring or managing junior staff
• Strong organizational and follow-up skills
• Process improvement or operational leadership experience
Schedule & Location
• Schedule: 32+ hours per week (based on workload and availability)
• Location: Fully Remote
• Must be US-based
• Must be able to work EST business hours
Compensation & Benefits
• Flexible schedule
• Paid time off
• Work-from-home setup
Job Type: Full-time
Pay: $90,000.00 - $100,000.00 per year
Work Location: Remote
Apply Now
Apply Now
We are seeking a Lead Tax Strategist / Tax Manager to serve as the technical tax expert for a growing tax advisory team. This role combines advanced tax strategy, hands-on tax review, and leadership responsibilities, including mentoring staff and improving internal processes.
This position is ideal for an experienced EA or CPA who wants meaningful, high-impact work—without the expectation of a traditional 40+ hour workweek.
Key ResponsibilitiesTax Strategy & Technical Leadership
• Review tax returns for accuracy and strategic completeness (1040, 1120, 1120S, 1065)
• Apply advanced tax planning strategies and ensure compliance with tax law
• Handle IRS calls, notices, and issue resolution on behalf of clients (EA or CPA required)
• Perform quarterly estimated tax calculations for business owners
• Conduct 1:1 tax consultations with clients as needed
• Oversee e-file readiness and final filing accuracy
• Mentor tax strategists to ensure tax plans are properly implemented
• Communicate client updates across teams to ensure alignment
• Support and mentor the tax preparation team as needed
• Participate in implementing advanced tax strategies
Operational Leadership & Process Improvement
• Create, document, and maintain SOPs, workflows, and tax strategy procedures
• Continuously improve internal processes for efficiency and accuracy
• Collaborate with leadership to refine systems and operational processes
• Train team members on updated workflows and best practices
• Act as the bridge between strategy and operations as the department scales
Requirements (Must-Have)
• Active CPA or EA license (required)
• Minimum 5 years of tax preparation and tax review experience
• Strong tax strategy and tax planning experience
• Leadership or management experience
• Experience with S Corporations, partnerships, and high-income individuals
• Strong working knowledge of QuickBooks Online (QBO)
• Solid understanding of IRS procedures and compliance
• Experience creating workflows, SOPs, or operational processes
• Available during standard business hours for client consultations and team support
• Available during company working hours (9:00 AM – 5:00 PM EST)
Bonus Skills
• Familiarity with ProConnect, TaxDome, and ClickUp
• Experience mentoring or managing junior staff
• Strong organizational and follow-up skills
• Process improvement or operational leadership experience
Schedule & Location
• Schedule: 32+ hours per week (based on workload and availability)
• Location: Fully Remote
• Must be US-based
• Must be able to work EST business hours
Compensation & Benefits
• Flexible schedule
• Paid time off
• Work-from-home setup
Job Type: Full-time
Pay: $90,000.00 - $100,000.00 per year
Work Location: Remote
Apply Now
Apply Now