About this opportunity
Digital Executive lists this Tax Manager opportunity in crest, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
We are hiring a full-time Tax Manager for a CPA-led outsourced finance firm that provides bookkeeping, tax, and advisory services to restoration and trades businesses. This is a hands‑on role with a clear path into department leadership. Initially, you’ll prepare and review returns yourself while building the standards, processes, and capacity model for the tax department. As the firm grows, you’ll hire and develop preparers underneath you and transition toward owning the tax function.
The ideal candidate is already reviewing other people’s U.S. tax returns and is ready to take the next step into leadership. You do not need previous people‑management experience, but you should have strong technical tax experience and genuinely want to build and lead a department. The CEO is a CPA and currently oversees this function, so you’ll have hands‑on support during the transition and continued guidance on particularly complex technical issues.
Full‑time. Fully remote. Must be ENGLISH‑SPEAKING.
Hours: 9 am to 5 pm - CST
Key Responsibilities:
Prepare and review U.S. tax returns across partnerships, S‑corps, C‑corps, and individual 1040s
Own the tax filing calendar across all clients and entity types
Build and maintain clear review standards and workpaper processes for the tax department
Manage year‑round tax work, including quarterly estimates, tax planning, S‑corp reasonable compensation, and year‑end tax positions
Own TaxDome as the tax system of record and ensure tax workflows are followed correctly
Review returns prepared by others, identify errors or missing information, and provide clear feedback
Work directly with clients on tax questions, planning opportunities, and technical recommendations
Partner with the bookkeeping team to improve the bookkeeping‑to‑tax handoff and resolve issues before they impact tax preparation
Build the department’s capacity plan ahead of tax season and identify staffing needs before they become bottlenecks
Hire and develop tax preparers as the department grows
Train and provide technical guidance to junior preparers
Monitor workload and raise capacity or technical issues early
Help build a year‑round tax offering that goes beyond filing returns and provides ongoing value to clients
Key Qualifications:
4–7 years of experience working in U.S. tax
At least 1 year of meaningful tax return review experience
Strong experience reviewing other preparers’ work, identifying errors, and sending returns back with clear technical feedback
Strong knowledge of U.S. small business taxation, including partnerships, S‑corps, C‑corps, and individual returns
Strong understanding of basis, distributions, reasonable compensation, and multi‑state tax considerations
Active U.S. PTIN or willingness to obtain one upon accepting the role
Comfortable preparing returns directly while the department is being built
Able to explain complex tax issues clearly to clients, including situations where the recommendation may not be what the client wants to hear
Self‑directed and comfortable taking ownership in a fully remote environment
Proactive about identifying technical, process, and capacity issues before they become larger problems
Interested in building a tax department rather than simply inheriting and maintaining an existing system
Must own and be able to use a working computer with high‑speed internet
Must be ENGLISH‑SPEAKING
Nice to Have:
U.S. Enrolled Agent or CPA designation
Experience training or mentoring junior tax preparers
Experience working with construction, restoration, trades, or job‑costing businesses
Multi‑state tax filing experience
Experience with ProConnect, TaxDome, Intuit Tax Advisor, or QuickBooks Online
Familiarity with AI‑assisted tax tools such as TaxGPT
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.