Tax Manager – Remote (Bay Area or SoCal-Based Candidates Preferred)

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Tax Manager

We’re partnering with a 50-person public accounting firm based in Oakland that’s looking to hire an experienced Tax Manager. This is a great opportunity for someone who thrives in a collaborative, mid-sized firm environment and enjoys a mix of complex tax work, client interaction, and mentoring junior staff.

 

Location
  • Bay Area candidates preferred
  • Southern California candidates welcome if willing to travel to the Bay Area 4x per year
Key Responsibilities
  • Review and prepare complex individual, S Corporation, and partnership returns
  • Lead client engagements and maintain strong client relationships
  • Research and resolve complex tax issues
  • Supervise and mentor staff and senior accountants
  • Contribute to process improvements and workflow enhancements
  • Stay up-to-date on federal and state tax laws and regulations
Qualifications
  • 8+ years of experience in public accounting, preferably with a regional or large local firm
  • Active CPA license required
  • MS in Taxation preferred
  • Proficiency in CCH ProSystem fx and paperless environments is a plus
  • Excellent communication skills and a collaborative mindset
Compensation & Benefits
  • Competitive salary
  • 401(k) + Profit Sharing
  • 4 weeks vacation + 8 paid holidays
  • Medical, dental, and vision insurance
  • Life, AD&D, and LTD insurance
  • 40 hours of CPE per year
  • Perks like weekly meals during busy season, chair massages, social events, and more
Ready to explore a people-first firm that values quality work and work-life balance?

Please send your resume in Word format to:
Maggie Sholtis
Premier Financial Search
www.pfssearch.com
[email protected]

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Accounting & Tax Manager – Fully Remote Opportunity

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Accounting & Tax Manager

Our client is a full-service, tech-forward accounting firm with 15 team members across two Nebraska offices. They specialize in providing monthly Client Accounting Services (CAS) and proactive tax strategy to small businesses. The firm is seeking an Accounting & Tax Manager to oversee financial reporting and tax functions, support client relationships, and lead a growing team.

While the role is open to fully remote candidates, preference is given to those located in Nebraska or neighboring states.

Let’s talk if you are someone who is outgoing, not afraid to pick up the phone and call a client up.

 

Responsibilities

  • Oversee 60+ monthly small business accounts (bookkeeping + tax)
  • Lead tax planning meetings, quarterly updates, and advisory sessions
  • Review financials, ensure accuracy, and support the bookkeeping team
  • Serve as the main point of contact for clients—answer strategic questions and guide decision-making
  • Help build documentation and streamline client onboarding

Qualifications

  • Bachelor’s degree in Accounting, Finance, or related field; CPA required.
  • 3-5 years of experience in a firm’s CAS/bookkeeping practice focused on small, privately held clients
  • In-depth knowledge of accounting principles and tax regulations.
  • Strong analytical, organizational, and communication skills.
  • Proficiency with accounting software (e.g., QuickBooks, Xero, NetSuite) and tax software (e.g., ProConnect, UltraTax, CCH Axcess).

Salary Target Range: $85,000–$105,000 DOE

 

Culture

  • Family-oriented, flexible, and grounded—many team members are married with kids
  • Weekly team meetings, company-wide events, and a strong culture
  • No extension season. Busy season caps around 55 hours; off-season is ~40 hours

Why join us

  • No billable hours. Fixed-fee model = more time with clients, less admin
  • Zero interest in one-off tax work—fully focused on long-term client partnerships
  • Remote-friendly with great systems, but local to Nebraska is a plus
  • Clear vision, strong brand, and tons of runway for smart, strategic growth
  • Clients are small businesses where you can take a true consultative approach

 

Please send your resume in Word format to:

Lauren (Sigfred) Furth
Premier Financial Search
[email protected]
www.pfssearch.com

 

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Virtual Tax Manager – Conscious Tax Firm

Virtual Tax Manager

 

Who We Are
We are a purpose-driven tax firm offering a holistic and conscious approach to money and taxes. Our philosophy is rooted in the belief that your money doesn’t grow unless you do. We partner with conscious entrepreneurs who are committed to cultivating a harmonious relationship with money. Our firm values collaboration, integrity, excellence, and intentionality.

 

The Opportunity
We’re seeking a mission-aligned Tax Manager to lead and evolve our growing tax practice. This is more than a traditional tax role—it’s an invitation to be part of a movement that redefines how taxes and finances are approached, with clarity, compassion, and purpose.

You’ll play a pivotal role in mentoring a small team, supporting conscious business owners, and implementing systems that create ease, accuracy, and scalability within the firm. As you grow in the role, there is a clear path toward long-term partnership.

 

Key Responsibilities

  • Review personal and business tax returns
  • Prepare select returns and year end projections to understand the nature of our clients
  • Respond to client inquiries and tax notices with clarity, professionalism, and care
  • Evaluate internal systems and implement improvements
  • Manage and mentor two tax accountants, providing check-ins and feedback
  • Lead tax planning meetings with clients, incorporating strategic recommendations
  • Create and manage internal tax metrics and dashboards

 

What You Bring

  • 8+ years of tax prep/review experience (2+ in leadership)
  • CPA preferred, but not required if experience is strong
  • Proficient in Lacerte or similar tax software, Excel and management systems
  • Understanding of service-based entrepreneurs and small business financials

Who You Are

  • Strives for excellence in workpapers, accuracy, efficiency and follow-through
  • Clear and thoughtful communicator making complex tax concepts understandable
  • Calm under pressure, with a strong sense of focus and prioritization during tax season
  • Collaborative leader with high emotional intelligence and accountability
  • Proactive and adaptable, always looking for smarter systems and solutions
  • Takes ownership with a drive for excellence
  • Self-motivated with strong remote work habits

The Details

  • Workload: ~1,800 hours annually, with lighter hours in the off-season
  • Location: Fully remote with flexible scheduling
  • Compensation Range: $108k-$135k

Start Date: Ideally June/July 2025

 

Application Instructions:

Please send your resume in Word format to:
Brianna Rooney, Director of Recruiting
Premier Financial Search
[email protected]
www.pfssearch.com

 

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

 

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Direct Admit Partner – High Net Worth Tax Group

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Direct Admit Partner

We are partnering with a prestigious, 100+ year-old, independently owned CPA firm in Chicago to offer a rare Direct-Admission Partner opportunity within their High Net Worth (HNW) Tax Group. This is a chance to step into an established leadership role and build on the firm’s legacy of organic growth and excellence.

What You’ll Do:

  • Lead a 30-person HNW tax team, inheriting and managing an impressive $3-5M book of high-net-worth and family office clients.
  • Oversee a team that generates ~$25M in annual revenue, with a focus on strategy, planning, and leadership—light on compliance work.
  • Focus on nourishing and expanding an extensive network and leveraging existing relationships to grow the practice further.
  • Actively participate in high-level tax planning, continuing the team’s strong technical work in income tax while helping to develop the estate and gift planning side.

Why This Opportunity Stands Out:

  • Legacy firm: Join a well-respected, independent firm with over 100 years of growth and success.
  • Leadership role: Be the strategic leader for an established, high-performing team, with autonomy to drive client satisfaction and firm success.
  • Sophisticated client base: Work with prominent, multi-generational family offices, including recognizable names
  • No BD pressure: While business development is encouraged, there is no pressure to bring in new business. The firm’s strong reputation and existing client base provide ample opportunities to grow.
  • Hybrid work environment: A great work-life balance with flexibility to work remotely while leading and expanding a top-tier practice.

Qualities We Are Looking For:

  • Strong leadership abilities, with a focus on relationship-building and fostering a cohesive, self-sufficient team.
  • Exceptional client relations skills, able to connect with clients on multiple levels, and continue to develop an existing network.
  • Ability to work with a sophisticated client base, including multi-generational family offices, and maintain the group’s reputation for excellence in tax strategy and planning.

Please send your resume in Word format to:
Kayla (Spinti) Tusler
Premier Financial Search
[email protected]
414-218-4936

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Senior Manager/Director – Estate Gift & Trust

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Estate, Gift & Trust Senior Manager / Director 

Our client is seeking a Senior Manager or Director to lead and oversee estate, gift, and trust tax engagements. This role offers an exciting opportunity to work with sophisticated clients, providing strategic tax planning and advisory services while contributing to a firm that values expertise, collaboration, and exceptional client service.

This remote role is ideal for a highly skilled tax professional seeking to make a significant impact by advising affluent clients on estate and wealth preservation strategies while growing within a leading firm.

Responsibilities:

  • Lead and manage estate, gift, and trust tax engagements, ensuring compliance with federal and state regulations.
  • Provide high-level tax planning and advisory services to high-net-worth individuals, families, and their advisors.
  • Develop and implement estate and wealth transfer strategies, including trusts, charitable giving, and succession planning.
  • Review complex estate, gift, and fiduciary tax returns, ensuring accuracy and compliance.
  • Serve as a trusted advisor, building strong relationships with clients, attorneys, financial advisors, and other key stakeholders.
  • Mentor and develop staff, fostering a culture of professional growth and technical excellence.
  • Stay informed on changing tax laws and industry trends, proactively advising clients on potential impacts.
  • Collaborate with partners and internal teams to drive firm initiatives and enhance service offerings.

Qualifications:

  • Bachelor’s degree in Accounting, Finance, or a related field (Master’s in Taxation or CPA preferred; JD or LL.M. in Taxation a plus).
  • 10+ years of experience in estate, gift, and trust tax planning and compliance, preferably in public accounting or a specialized law firm.
  • Expertise in estate tax, gift tax, and fiduciary income tax, with a deep understanding of wealth transfer strategies.
  • Strong technical knowledge of tax laws and regulations affecting high-net-worth individuals and their estates.
  • Excellent leadership, communication, and client management skills.
  • Proven ability to develop business and expand client relationships.
  • Proficiency with tax software and research tools (e.g., CCH, ProSystem fx, or similar).

Salary: $150,000 – $200,000

Please send your resume in Word format to:
Deanna Gutierrez
Premier Financial Search
[email protected]
310.401.1332

 

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

 

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Tax Manager – Entertainment Focus

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Tax Manager

We’re looking for a Tax Manager who understands the unique tax landscape of creatives, performers, and athletes. If you thrive in a fast-paced, high-touch environment and love blending technical expertise with personal impact, this role could be for you.

Responsibilities:

  • Review complex individual, partnership, and trust returns for high-profile clients in the entertainment space
  • Act as a key advisor on tax planning, compliance, and strategy, balancing both creativity and precision
  • Collaborate closely with business managers and internal accounting teams to deliver seamless service
  • Manage and mentor a small team of preparers and seniors
  • Keep up with entertainment-specific tax law developments and bring proactive ideas to the table
  • Assist with IRS and state-level audits, notices, and communications
  • Cultivate strong, trusted relationships with clients who rely on your expertise to make informed life and business decisions

Requirements:

  • CPA license (required)
  • 5+ years of experience in tax, including at least 2 years reviewing returns
  • Previous work with entertainment clients or within a business management firm strongly preferred
  • Expertise in navigating high-net-worth tax issues with discretion and care
  • Strong organizational and communication skills
  • Experience with GoSystem, CCH, or similar platforms a plus

Please send your resume in Word format to:

Brianna Rooney
Premier Financial Search
[email protected]
818-564-5431

Let’s Connect & Explore Your Options: We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us: Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Tax Manager – Unlock Your Growth Potential

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Tax Manager

Our client is seeking a highly skilled Tax Manager to join their growing team in Texas. The ideal candidate will be proficient in handling tax returns from start to finish, communicating directly with clients, and seamlessly integrating into a rapidly expanding team. This role is pivotal in supporting their growth, especially with upcoming acquisitions in the state.

As another remote opportunity for US Candidates. This position offers an opportunity to grow within a dynamic and expanding firm. With a small but growing team in Texas, the role provides a path to leadership as older partners retire and new acquisitions come on board.  

Responsibilities:

  • Prepare and review complex tax returns, including flow-through entities, high-net-worth individuals, and partnerships.
  • Provide tax planning and advisory services to clients.
  • Communicate effectively with clients to address tax-related inquiries and offer guidance.
  • Collaborate with the team to ensure smooth integration of new acquisitions.
  • Perform a variety of tasks without hesitation, contributing to all aspects of tax work.
  • Embrace a “humble, hungry, and smart” mentality, showing a willingness to take on tasks of all levels.

Requirements:

  • 7-15 years of relevant tax experience, with proficiency in handling flow-through entities, high-net-worth individuals, and partnerships.
  • Strong client communication skills.
  • Ability to work effectively in a remote or hybrid environment.
  • Familiarity with the Texas market is strongly preferred.
  • A growth-oriented mindset with the potential for quick advancement, including partnership opportunities within three years.

Salary: Approximately $150,000, with potential for rapid advancement based on performance and the firm’s expansion.

Please send your resume in Word format to:
Allan Fisher
Premier Financial Search
[email protected]
www.pfssearch.com
661-799-0101

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Senior Tax Manager – High Net Worth Individuals

Senior Tax Manager

Our client is seeking an accomplished Senior Tax Manager for High Net Worth Individuals to play a key leadership role in their tax advisory team. This position is ideal for a seasoned tax professional with deep expertise in wealth management, estate planning, and tax strategies tailored for affluent clients. The Senior Tax Manager will serve as a trusted advisor to high-net-worth individuals and families, providing sophisticated tax planning solutions, overseeing compliance, and ensuring strategic wealth preservation. This role requires exceptional technical acumen, strong client relationship management skills, and the ability to mentor and develop a high-performing team.

Responsibilities:

  • Oversee and manage tax compliance and planning for high-net-worth individuals, family offices, trusts, and estates.
  • Develop and execute tax strategies to optimize wealth preservation, minimize tax liabilities, and enhance estate planning.
  • Review and approve complex individual, fiduciary, gift, and estate tax returns.
  • Research and interpret evolving tax laws, regulations, and legislative changes affecting HNWIs.
  • Advise clients on wealth transfer strategies, philanthropic giving, and tax-efficient investment structures.
  • Lead and mentor a team of tax professionals, ensuring technical excellence and professional development.
  • Collaborate with financial advisors, attorneys, and other wealth management professionals to provide comprehensive tax planning solutions.
  • Represent clients in audits, IRS disputes, and tax controversy matters.
  • Identify opportunities for process improvements and implement best practices in tax compliance.
  • Maintain and strengthen long-term client relationships by providing exceptional service and proactive tax planning insights.

Qualifications:

  • Bachelor’s degree in Accounting, Finance, or a related field (Master’s in Taxation preferred).
  • CPA or Enrolled Agent (EA) certification required.
  • 8+ years of experience in tax compliance and planning, with a strong focus on high-net-worth individuals, trusts, and estates.
  • In-depth knowledge of federal and state tax laws affecting HNW clients, including estate and gift tax regulations.
  • Experience in private client services, wealth management, or a family office environment is preferred.
  • Strong proficiency in tax software (e.g., CCH, UltraTax, or ProSystem fx) and Microsoft Office Suite.
  • Excellent analytical, problem-solving, and communication skills.
  • Ability to manage complex client engagements, multitask, and meet deadlines in a fast-paced environment.
  • Strong leadership skills with a demonstrated ability to develop and mentor junior tax professionals.

Salary: $155k – $180k

Please send your resume in Word format to:
Lauren (Sigfred) Furth
Premier Financial Search
www.pfssearch.com
[email protected]

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Tax Manager – High-Net-Worth Professional

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Tax Manager

Our client is looking for an experienced and detail-oriented Tax Manager – High Net Worth to join their dynamic team. The ideal candidate will have a strong background in tax planning and compliance for high-net-worth individuals (HNWIs), including complex investments, estate planning, and trust taxation. This role requires strategic thinking, client advisory expertise, and the ability to manage multiple client relationships effectively.

Responsibilities:

  • Oversee tax planning and compliance for high-net-worth individuals, family offices, trusts, and estates.
  • Develop and implement tax strategies to optimize tax efficiency and wealth preservation for HNW clients.
  • Review complex individual, fiduciary, gift, and estate tax returns.
  • Research and interpret tax laws, regulations, and legislative developments impacting HNWIs.
  • Provide expert advice on wealth transfer strategies, charitable giving, and estate planning.
  • Lead and mentor a team of tax professionals, ensuring accuracy and compliance in all client deliverables.
  • Collaborate with financial advisors, attorneys, and other professionals to provide a holistic approach to tax planning.
  • Represent clients in IRS or state tax authority audits and resolve tax controversies.
  • Identify opportunities for process improvements and implement best practices in tax compliance.
  • Maintain strong client relationships and provide proactive communication on tax matters.

Qualifications:

  • Bachelor’s degree in Accounting, Finance, or a related field (Master’s in Taxation preferred).
  • CPA or Enrolled Agent (EA) certification required.
  • 6+ years of experience in tax compliance and planning, with a focus on high-net-worth individuals, trusts, and estates.
  • In-depth knowledge of federal and state tax laws affecting HNW clients.
  • Experience in private client services or a family office environment is a plus.
  • Proficiency in tax software (e.g., CCH, UltraTax, or ProSystem fx) and Microsoft Office Suite.
  • Excellent analytical, problem-solving, and communication skills.
  • Ability to manage multiple clients and meet deadlines in a fast-paced environment.
  • Strong leadership and team management skills.

Salary: $125K – $155k

Please send your resume in Word format to:
Lauren (Sigfred) Furth
Premier Financial Search
www.pfssearch.com
[email protected]

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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