Tax Advisory Services Manager
$170k-$180k | Incentive Bonus - Up to $17k | 100% Remote | 100% Company Paid Health/Dental Insurance | 100% Company Paid Short Term Disability & Long Term Disability Insurance | No Travel | Not another boring CPA firm
WANTED: One of the Best Tax Managers (A Player)
Shah & Associates CPAs PA is on a mission to help business owners and high-net-worth individuals earning at least $500,000 annually stop overpaying taxes and start building the life they dream of.
At Shah & Associates, we don’t just prepare returns—we partner with clients year-round to deliver proactive tax strategies that create measurable savings.
We live by our core values:
- Client Success – Our clients’ success is the foundation of everything we do.
- Communication & Collaboration – Open communication and teamwork are central to our culture.
- Accountability – We hire professionals who own their responsibilities and deliver results.
- Adaptability & Flexibility – We welcome change and thrive in an evolving industry.
- Transparency – Knowledge flows openly; informed teams make better decisions.
- Innovation – We’re forward-thinkers always seeking better ways to serve clients.
- Growth – We invest in your professional and personal development.
- Aligned & Intentional – Clear goals, deliberate action, and consistency lead to big wins.
- Results-Oriented – Success is measured by outcomes, not just effort.
If you’re passionate about making a tangible impact, thrive in a fast-paced environment, and want to grow into true tax advisory, this role is for you.
The Role: Tax Advisory Services Manager
You won’t just prepare and review returns—you’ll become a trusted advisor. You’ll work directly with business owners to implement advanced tax planning strategies, join quarterly planning calls, and deliver proactive measures that save clients tens of thousands annually.
You’ll collaborate with our Tax Manager, CEO, and team members, while training staff and helping build a first-class tax advisory function. This role is perfect for someone with deep technical tax expertise who also thrives in client-facing work and growth opportunities.
Responsibilities
Tax Advisory & Client Service
- Deliver proactive tax planning across entity structure, compensation, real estate, retirement, and advanced strategies.
- Lead quarterly tax planning calls via Zoom, ensuring successful implementation.
- Provide exceptional client service through professionalism, friendliness, and clarity.
Tax Preparation & Review
- Review business (1120S, 1065) and individual (1040) returns from start to finish.
- Supervise staff and ensure accuracy of offshore-prepared data entry.
- Apply identified tax strategies during preparation and review.
- Note: Returns will come prepared by accountants; hands-on preparation is minimal.
Team Development & Leadership
- Mentor and train junior staff to expand tax advisory services.
- Help design internal processes for efficiency and client success.
Strategic Growth Opportunities
- Pathway to Director of Operations reporting to the CEO.
- Potential for future profit-sharing for top performers.
Requirements
- CPA or JD (EAs not eligible).
- Minimum 7+ years of public accounting tax experience and 3+ years supervising staff.
- Extensive experience in preparing and reviewing business and personal tax returns.
- Prior Tax Advisory Experience Highly Preferred
- Currently employed in a public accounting firm (no recent unemployment or side gigs).
- Strong communication, critical thinking, and attention to detail.
- Ability to work ~50 hours during tax season; standard hours outside peak season.
- Bachelor’s degree or higher in Accounting, Business, or related field.
- Prior remote work experience preferred.
- Must be US-based and fully proficient in English (written and verbal).
- Comfortable signing an agreement with:
- 30-day resignation notice (in place of two weeks).
- Disincentives for resigning mid–tax season.
- Cool-off period with prior employer.
Results You’ll Deliver
- Clients receive proactive tax planning with measurable savings.
- Timely, accurate review of all returns.
- A stronger, scalable team through training and leadership.
- Elevated client experience via clear communication and strategic guidance.
Compensation
- Base Salary: $150,000–$155,000
- Incentive Bonus: Up to $15,500
Benefits
- 100% remote, digital-first environment
- 100% company-paid health and dental insurance + FSA
- 100% company-paid short- and long-term disability insurance
- PTO (up to 4 weeks)
- 401(k) with up to 6% company contributions
- Fully covered CPE
- Supportive, collaborative team culture
Schedule
- 100% remote, no travel required.
- Flexibility outside tax season; ~50 hours per week expected during peak.
- 1,500 Billabe Hours per annum required.
Without you, clients risk overpaying taxes and missing opportunities. With you, they gain clarity, confidence, and real savings.
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