August 16, 2022

Tax Manager, Remote


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Job Title: Tax Manager, Remote
Location: Bozeman, Montana (Remote Based)
Hiring Company: Accountingfly
Our Client, the leading organization for fee-for-service financial advisors providing comprehensive financial planning services, is looking for a stellar REMOTE Tax Manager to join their growing team.
Job Type:
Full time, W2
Location: REMOTE within the US

About Our Client

Our Client is the leading organization for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee. They were nationally recognized as one of The 346 Best Places to Work in 2019 by Inc. magazine. In addition, they earned accolades in 2018, 2019, and 2020 as one of the Fastest-Growing Private Companies in Montana and in the US by Inc. magazine. 


● Review and sign tax returns for individuals, trusts, and businesses
● Perform technical tax research to address complex tax issues with the support of the tax team
● Conduct tax planning engagements to support financial advisors in their goal of providing comprehensive financial planning to their clients
● Manage relationships with 50 financial advisors and their tax clients
● Meet with financial advisors and their clients to cultivate relationships, build trust, and provide value
● Grow the service line through direct communication with advisors and their clients to determine the scope and cost of tax return preparation services
● Hold semi-annual advisor-facing webinars to teach advisors aspects of tax law and present planning opportunities to help their clients
● Write 2 technical tax blogs per year to share with current and prospective advisors
● Attend weekly tax team L-10 meetings
● Collaborate with the Senior Director and the team to set quarterly goals and accomplish them


● In season: Review 300 Tax returns
● Accomplish 300 hours of tax planning per year (prorated by start date)


● Legally authorized to live and work in the United States
● Bachelor’s degree or higher in accounting, finance, taxation, or a related field
● CPA or Enrolled Agent required
● 5-6+ years of experience preparing and reviewing client work papers and tax returns
● Tax preparation experience with Ultratax and other similar professional tax preparation software (Lacerte, Prosystems, etc.)
● Proficiency in QuickBooks
● A talent for simplifying complex tax law by explaining aspects of complex tax law
● The ability to work collaboratively with teams and independently
● The ability to monitor deadlines and simultaneously balance many projects with assistance from our Operations team
● A propensity for learning new software and tools to create task efficiencies and automate reports
● The ability to complete quality work with a high degree of accuracy
● Excellent verbal and written communication skills

Nice to have:
● Background in the financial services industry
● A talent for addressing issues and solving problems in a practical and healthy manner in a rapidly growing business
● Experience working in a hyper-growth environment and an understanding that “scaling” isn’t a bad word

Compensation & Benefits

● All team members are owners! Client contributes an equivalent of 8% of your compensation to ESOP for your benefit.
● Unlimited vacation days to maintain work-life harmony (required to take a minimum of 3 weeks of vacation per year)
● 8 paid holidays when the office is closed
● 401(k) participation availability
● 12 weeks of paid maternity/paternity leave for the birth or adoption of a child
● Health insurance w/ employer contribution
● Dental, Vision, Voluntary Life and AD&D, and Accident insurance options
● Employer-paid Life and AD&D insurance
● Employer-paid Long Term Disability coverage
● $600/year to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee
● $500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year
● A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years
● Subsidized employer-sponsored childcare through our internal child care program
● Company-owned laptop computer provided
and benefit offerings.


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