We’re hiring!

If you are looking for a career in tax, where you will learn high-value skills garnered from working with high net-worth individuals and hedge fund/private equity fund clients, please fill out the form below and tell us a little about yourself.

WE’RE CURRENTLY LOOKING FOR:

Who We Are

We’re a fast-growing, high-margin boutique CPA firm servicing high-net-worth individuals, family offices, and private investment professionals. Our firm has doubled in size over the last three years, driven by deep client trust, technical excellence, and elite service. We’re now at an inflection point: ready to scale—but only by doing it the right way.

This role is the most important hire we’ll make this year.

Boutique High-Touch CPA Firm | Remote-First | $250K–$300K+ Total Comp

Senior Manager / Director of Tax

Who You Are

You’re not looking for your next job. You’re looking for your next platform. You’ve already proven yourself as a top-tier tax leader—managing complex reviews, mentoring staff, and driving client outcomes with confidence. Now, you want autonomy, visibility, and a seat at the table.

Details:

    • Be the #2 in a fast-growing firm—leading our internal tax function and client delivery

    • Review high-end individual, trust, and entity returns, and still get to solve hard problems

    • Lead a team of sharp mid-level and junior staff (onshore and offshore)

    • Run client calls, own deliverables, and drive outcomes—without being micromanaged

    • Help implement better systems, workflows, and client experience strategies

    • Be paid like a leader and treated like one

    • Reviewing and finalizing 1040s, 1041s, 1065s, and 1120S returns prepared by staff

    • Managing and mentoring a growing team (currently 3–5 people, expanding)

    • Directly interfacing with clients (especially those outside the top-tier managed by the owner)

    • Helping drive tax planning, projections, and process improvements

    • Taking ownership of internal deadlines, staff accountability, and review quality

    • Acting as the internal “calm in the storm” during busy season

    • Participating in or even leading technology rollouts (e.g., practice management)

    • CPA (mandatory) with 10+ years of experience in tax, preferably with HNW, trust, or PE/VC clients

    • Strong technical skills—able to review complex returns and spot issues others miss

    • Excellent communicator: able to handle demanding clients and manage up/down with clarity

    • Demonstrated success in leading a team and elevating the work around you

    • Comfortable with remote teams and cloud-based tools

    • Low ego, high standards, team-first mentality

    • $250,000–$300,000+ total comp (depending on experience and bonus structure)

    • Remote-only with flexible schedule and autonomy

    • No politics, no layers—just great clients and a firm that values sharp minds and strong execution

    • You’ll work directly with the founder and be trusted with major responsibility from Day 1

    • Someone who needs hand-holding

    • Someone who only executes, but doesn’t lead

    • Someone looking to coast

To Apply:

Please complete the following form.