Graystone Group · 5 days ago
Remote Sr. Tax Accountant (Partnership Track)
United States
Full-time
Remote
Mid, Senior Level
$140K/yr - $160K/yr
2+ years expGraystone Group is exclusively partnered with a boutique CPA firm seeking an experienced Tax Manager to join their leadership team. This role involves preparing and reviewing complex tax returns, managing workflow, mentoring staff, and supporting client relationships with the opportunity for long-term partnership growth.
Staffing & Recruiting
Hiring Manager
John Gray IV
Responsibilities
Prepare and review complex federal and state tax returns, including:
Individuals
Trusts and estates
C Corporations, S Corporations, and partnerships
Private foundations (Form 990-PF)
Research and resolve complex technical tax issues
Ensure compliance with current tax laws and regulations
Maintain high standards of accuracy, documentation, and quality control
Serve as a primary point of contact for select clients
Support client relationships through proactive communication and advisory support
Assist with business development, client retention, and cross-selling opportunities
Identify and implement improvements to systems, workflows, and internal processes
Gradually assume client and operational responsibilities currently handled by ownership
Provide day-to-day leadership to tax staff, including seniors, associates, and administrative support
Manage workflow allocation, scheduling, and deadline oversight across the tax team
Review staff work product and provide timely, constructive feedback
Mentor and coach team members on technical development, efficiency, and professional growth
Support hiring, onboarding, and training of new team members as the firm grows
Foster a collaborative, accountable, and high-performance team culture
Act as a trusted internal leader who balances hands-on production with people leadership
Qualification
Required
CPA required
Bachelor's degree in Accounting or related field
2+ years of experience at the manager level
Strong technical experience with trusts, estates, and business tax returns
Demonstrated experience reviewing complex returns and supervising staff
Comfortable working hands-on while leading a small team
Collaborative leadership style with strong communication skills
Entrepreneurial mindset with interest in long-term growth and firm leadership
Preferred
Experience with CCH ProSystem fx Tax or similar platforms
Background in trust and estate planning or high-net-worth clients
Hybrid/on-site availability (3+ days per week preferred)
Benefits
6% Match on 401k
Future profit sharing
Company
Graystone Group
At Graystone Group, we prioritize and emphasize the importance of the human touch in an ever-evolving human capital management landscape.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase