What are the responsibilities and job description for the Senior Tax Manager / CPA (Remote Leadership Opportunity) position at Sunstone Digital Tech?
Who We Are
We are an established, forward-thinking CPA firm with over a decade of success in tax-focused services for small businesses. Our team is known for a client-centered approach, modern solutions, and a dedication to continuous improvement. As our firm grows, we’re seeking an energetic, personable, and proactive Senior Tax Manager / CPA to lead our daily operations, manage client relationships, and drive tax strategy. This position offers a rare blend of autonomy, client interaction, and the chance to innovate alongside an experienced team.
The Role
Compensation: $80,000 - $120,000 per year
Location: Remote
Experience Required: Minimum 7 years in tax and small business accounting
About The Role
As Senior Tax Manager, you’ll be the primary client contact and a trusted advisor for tax planning, strategy, and complex returns. You’ll lead a team and act as a key figure in shaping the firm’s future direction, as the owner transitions into a strategic role. This role is ideal for a CPA who thrives on relationship-building, is fluent in advanced tax matters, and has a knack for tech-driven solutions, including AI.
Key Responsibilities
What You Bring
We are an established, forward-thinking CPA firm with over a decade of success in tax-focused services for small businesses. Our team is known for a client-centered approach, modern solutions, and a dedication to continuous improvement. As our firm grows, we’re seeking an energetic, personable, and proactive Senior Tax Manager / CPA to lead our daily operations, manage client relationships, and drive tax strategy. This position offers a rare blend of autonomy, client interaction, and the chance to innovate alongside an experienced team.
The Role
Compensation: $80,000 - $120,000 per year
Location: Remote
Experience Required: Minimum 7 years in tax and small business accounting
About The Role
As Senior Tax Manager, you’ll be the primary client contact and a trusted advisor for tax planning, strategy, and complex returns. You’ll lead a team and act as a key figure in shaping the firm’s future direction, as the owner transitions into a strategic role. This role is ideal for a CPA who thrives on relationship-building, is fluent in advanced tax matters, and has a knack for tech-driven solutions, including AI.
Key Responsibilities
- Client Relationship Management
- Act as the face of our firm, building trust and rapport with clients through regular interactions and insightful tax guidance.
- Provide proactive advice on tax planning and business strategy, making complex information accessible and actionable.
- Tax Review & Strategy Development
- Review intricate tax returns with ProSeries, ensuring compliance and accuracy at every step.
- Address complex issues such as stock options, partnership basis, and multi-state taxes, crafting customized strategies for each client.
- Team Leadership & Development
- Lead and mentor a team of a tax manager and part-time bookkeepers, fostering a collaborative and high-performance environment.
- Ensure team alignment with quality standards and timelines, promoting continuous learning and efficiency.
- Process Innovation & Firm Growth
- Use the firm’s Karbon CRM system to manage workflows, track deadlines, and maintain smooth operations.
- Partner with the owner in refining internal processes, implementing new tools, and welcoming new clients to the firm.
- Flexible Remote Work: Enjoy the benefits of a fully remote position with flexible arrangements to suit your work-life balance.
- Competitive Compensation: $80,000 - $120,000, commensurate with experience and expertise.
- Supportive Team Environment: Collaborate with a dedicated team committed to quality and client success.
- Growth-Oriented Leadership: Step into a role with autonomy, leading the firm’s daily operations as the owner transitions into strategic expansion.
What You Bring
- Credentials: Active CPA license.
- Experience: 7 years in tax, specifically with small business clients.
- Tech-Savvy: Strong skills in ProSeries and familiarity with CRM tools (Karbon or similar); a passion for AI-driven tools and process innovation is a bonus.
- Personable Leadership: An outgoing, relationship-oriented approach to client and team interactions.
- Independent & Strategic: A self-starter with the ability to work autonomously while aligning with the firm’s goals and values.
- Leadership Role
- Flexible working options
- Fantastic work culture
Salary : $80,000 - $120,000