Going Concern · 1 month ago
DS: Remote Tax Manager
Going Concern is a growing wealth management firm, and they are seeking a Remote Tax Manager to lead their newly established tax division. This key leadership role will be responsible for operations, quality control, profitability, and staff development within the tax practice.
Accounting
Responsibilities
Lead the daily operations, overseeing all aspects of individual, business, estate, and trust tax return preparation and review
Supervise, mentor, and develop a team of experienced tax professionals and administrative staff, overseeing quality control and adherence to deadlines
Conduct tax planning and client meetings, maintaining a hands-on approach with key relationships
Lead client communications during ownership transitions to ensure retention and satisfaction
Partner closely with wealth management team to identify and execute tax-efficient planning opportunities for shared clients
Drive technology adoption and efficiency in workflows (using Drake, QuickBooks, etc.)
Manage internal reporting, billing, profitability, and ensure compliance with all IRS, AICPA, and state regulations
Qualification
Required
CPA required
Minimum 10 years of public accounting experience with substantial tax leadership background
Strong understanding of small-business and individual taxation, including S-Corps, partnerships, and multi-state filings
Proven experience managing a small to mid-sized team in a tax or accounting firm environment
Excellent communication and relationship management skills
Organized, process-driven, and comfortable leading change and integration
Preferred
EA or MST is a plus
Proficiency with Drake Software and QuickBooks preferred
Familiarity with Microsoft 365
Benefits
Bonus potential
Benefits