What are the responsibilities and job description for the Tax Advisory Services Manager position at Jobot?
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Job details
Tax Advisory Services Manager | 100% Remote
This Jobot Job is hosted by Andrew Kraig
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $115,000 - $125,000 per year
A Bit About Us
Founded nearly two decades ago and based in Orlando, with remote team members nationwide, we are a high-energy, tech-forward public accounting firm on a mission to disrupt the traditional CPA model. Our core focus is year-round tax advisory, helping small business owners and high-net-worth individuals unlock powerful tax-saving strategies through entity structuring, compensation planning, and real estate optimization. Our goal is to turn CPAs into tax-saving superheroes for our clients.
Why join us?
Key Responsibilities and Duties
Deliver tax advisory services and identify strategies to reduce client tax liability
Participate in quarterly Zoom tax planning calls with clients
Prepare and review business (1120S & 1065) and individual (1040) tax returns
Ensure all tax strategies are implemented into filings as identified by tax manager
Manage and mentor a small team of offshore and junior staff
Communicate proactively with clients, ensuring top-tier service
Assist in building and improving internal processes and workflows
Spot potential errors in complex client filings and correct them
Collaborate with leadership on advisory service development
Potential to advance into Director-level role with profit-sharing
You should have most of the following
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Job details
Tax Advisory Services Manager | 100% Remote
This Jobot Job is hosted by Andrew Kraig
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $115,000 - $125,000 per year
A Bit About Us
Founded nearly two decades ago and based in Orlando, with remote team members nationwide, we are a high-energy, tech-forward public accounting firm on a mission to disrupt the traditional CPA model. Our core focus is year-round tax advisory, helping small business owners and high-net-worth individuals unlock powerful tax-saving strategies through entity structuring, compensation planning, and real estate optimization. Our goal is to turn CPAs into tax-saving superheroes for our clients.
Why join us?
- Competitive Compensation
- 100% Company-Paid Health & Dental Insurance
- 401(k) Plan with Employer Contributions
- 2 Weeks PTO Fully Remote Work Environment
- CPE 100% Covered by Company
- Fast-Growing, Non-Traditional Firm Focused on Advisory
- Opportunity to Advance to Director of Operations Profit Sharing
- No Travel or Office Politics—Fully Remote and Digital-First
Key Responsibilities and Duties
Deliver tax advisory services and identify strategies to reduce client tax liability
Participate in quarterly Zoom tax planning calls with clients
Prepare and review business (1120S & 1065) and individual (1040) tax returns
Ensure all tax strategies are implemented into filings as identified by tax manager
Manage and mentor a small team of offshore and junior staff
Communicate proactively with clients, ensuring top-tier service
Assist in building and improving internal processes and workflows
Spot potential errors in complex client filings and correct them
Collaborate with leadership on advisory service development
Potential to advance into Director-level role with profit-sharing
You should have most of the following
- Bachelor’s Degree in Business or Accounting
- CPA or EA License Required
- Minimum 7 years of tax experience in public accounting
- Minimum 3 years of supervisory experience
- Strong background in preparing 1120S, 1065, and 1040 returns
- Proven ability to deliver client-facing tax advisory
- Experience with real estate tax strategies preferred
- Must be currently working in public accounting
- Prior remote work experience preferred
- Demonstrated tenure and stability in past positions
- Must be passionate about tax strategy and saving clients money
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $115,000 - $125,000
