Tax Manager - Remote

Tax Manager - Remote
Elder Hanson & Company, Ltd. | Naperville, IL
Full-time | Remote | $110,000-$160,000 | CPA or EA required

This position offers the opportunity to work directly with firm leadership and clients, take meaningful responsibility for client engagements, and contribute to a close-knit team while working remotely in a certified public accounting firm.

Our mission is to make our clients' lives better through technology-driven, personalized accounting and tax services. We primarily serve closely held professional service businesses and their owners, as well as individuals, trusts, and estates. Our services include income tax planning and preparation, bookkeeping, payroll, financial statement reporting on the income tax basis, and business consulting.

Position Overview

We are looking for an experienced and motivated Tax Manager to prepare and review a broad range of individual, business, estate, and trust income tax returns; provide tax planning and consulting services; manage client relationships; and mentor tax staff.

The ideal candidate has strong technical tax knowledge, excellent communication skills, and experience working with a variety of tax clients and return types. Experience in a small or mid-sized public accounting firm is highly valued.

Key Responsibilities

• Prepare complex individual, business, estate, and trust income tax returns, including Forms 1040, 1120-S, 1065, 1120, and 1041
• Manage and review individual, business, estate, and trust income tax returns, including Forms 1040, 1120-S, 1065, 1120, and 1041
• Prepare and review individual, business, estate, and trust income tax return projections
• Manage multiple client engagements and maintain proactive client communication
• Research complex federal and state income tax issues and develop practical solutions
• Identify and communicate tax planning opportunities and recommendations to clients
• Review financial statements and accounting records, including income tax basis financial statements
• Mentor and provide technical guidance to staff and senior accountants
• Assist with workflow planning, process improvement, and engagement profitability
• Stay current with changes in federal and state tax laws and communicate relevant developments to clients and staff

Qualifications

• Bachelor's degree in accounting, taxation, or related field required
• Active CPA or EA license required
• 7+ years of progressive public accounting experience, including substantial tax preparation and review experience
• Strong technical knowledge of individual, S corporation, partnership, estate, and trust taxation
• Experience preparing and reviewing Form 1041 estate and trust income tax returns
• Strong tax research, analytical, organizational, and problem-solving skills
• Excellent written and verbal communication skills
• Proficiency with Microsoft Excel, Word, and Outlook
• Experience with Lacerte, QuickBooks Online, and other tax and accounting software is a plus

Ideal Candidate

The ideal candidate is a knowledgeable, dependable, detail-oriented, and proactive tax professional who enjoys working directly with clients, researching tax topics, providing practical tax advice, and helping develop less-experienced team members.

If you are an experienced CPA or EA looking for an opportunity to grow your career with a supportive, technology-forward CPA firm, we would like to hear from you.

Apply today using our quick, mobile-friendly application. We look forward to connecting with you!