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Tax Manager (100% Remote)

Tax Manager (100% Remote)High-Net-Worth Tax Planning & Wealth Advisory Are you a CPA who enjoys working directly with clients rather than simply pushing tax returns through a high-volume public accounting environment? We are partnering with a highly respected California-based wealth management and advisory firm seeking a Tax Manager / CPA to become an integral part of its client advisory team. This opportunity offers a rare blend of tax compliance, proactive planning, and direct collaboration with affluent individuals and families. Unlike traditional CPA firms where success is measured by volume, this organization takes a relationship-focused approach, helping clients navigate tax, investment, estate, and financial planning decisions through a highly personalized service model. You will work alongside advisors and fellow CPAs to deliver meaningful tax guidance while building long-term client relationships. The firm operates in a fully remote environment, values flexibility and autonomy, and embraces emerging technologies, including AI, to enhance the client experience and modernize tax practice. Why This Opportunity Stands Out<ul><li>Fully remote role with flexibility and strong work-life balance</li><li>Opportunity to work directly with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients</li><li>Meaningful tax planning and advisory work throughout the year, not just busy-season compliance</li><li>Exposure to trust, estate, multi-state, and equity compensation matters</li><li>Collaborative environment with experienced CPAs and financial advisors</li><li>Forward-thinking firm actively investing in technology and AI-enabled tax solutions</li><li>Stable client base focused on quality relationships rather than high-volume return production</li><li>Exceptional benefits package including 100% employer-paid medical coverage for employees and dependents, retirement contributions, and professional development support</li></ul> Key Responsibilities<ul><li>Prepare and review individual tax returns for high-net-worth clients</li><li>Review trust returns and assist with trust-related planning matters</li><li>Conduct year-round tax projections and planning engagements</li><li>Advise clients regarding multi-state tax matters, estimated payments, and strategic tax opportunities</li><li>Support planning related to stock options, RSUs, NQSOs, and other equity compensation arrangements</li><li>Collaborate with financial advisors to develop integrated tax and wealth planning strategies</li><li>Participate in client meetings and serve as a trusted tax resource</li><li>Mentor and review the work of other preparers during tax season</li><li>Help identify process improvements and technology solutions that enhance efficiency and client service</li></ul> Background We're Seeking<ul><li>Active CPA license</li><li>California-based (due to location of client portfolio being heavily California based)</li><li>Strong experience with individual income tax returns for high-net-worth clients</li><li>Experience with trust taxation and trust returns</li><li>Multi-state tax experience</li><li>Ability to work independently in a remote environment</li><li>Strong communication and relationship-building skills</li><li>Comfortable interacting directly with clients and advisors</li><li>Interest in technology, automation, and innovation within the tax profession</li></ul> Highly Desirable<ul><li>Wealth management, family office, or RIA experience</li><li>Equity compensation planning experience (RSUs, ISOs, NQSOs)</li><li>Estate and trust planning exposure</li><li>Experience reviewing and mentoring staff</li><li>Interest in expanding beyond compliance into broader advisory and financial planning work</li></ul> Career OpportunityThis role is ideal for a CPA who wants to move beyond a traditional public accounting environment and become a valued advisor to successful individuals and families. You'll have the opportunity to influence tax strategy, participate in broader financial conversations, and develop deeper client relationships while maintaining the flexibility of a remote work environment. Ascension Search Partners has been retained to conduct this confidential search.

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