Manages tax clients and engagements, including client acquisition, onboarding, staffing, complex individual and business tax return preparation and review, tax planning, research, and resolution of complex issues. Supervises 2–4 staff members, coordinates with clients’ advisors, manages multiple workstreams, and uses accounting and AI technologies to improve research and analysis while validating results against primary authority.
This role is with our Tax & Accounting Group, STAG (Schelereth Tax & Accounting Group)
This is a fully remote role; expected salary for this role is $100K-$160K per year
The ideal candidate will have the capability to convert prospective clients to actual clients, manage those clients including staffing assignments, review high level complexity returns and also prepare high complexity returns for individuals and some businesses. They will be organized and approach each issue with an analytical mindset.
Requirements: 5+ years public accounting experience in the area of individual and business taxation (Fiduciary taxation is a plus)
Responsibilities include but are not limited to:
Position requirements:
Salary commensurate with experience, but range is $100,000 to $160,000
This is a fully remote role; expected salary for this role is $100K-$160K per year
The ideal candidate will have the capability to convert prospective clients to actual clients, manage those clients including staffing assignments, review high level complexity returns and also prepare high complexity returns for individuals and some businesses. They will be organized and approach each issue with an analytical mindset.
Requirements: 5+ years public accounting experience in the area of individual and business taxation (Fiduciary taxation is a plus)
Responsibilities include but are not limited to:
- Project Management
- Client acquisition and onboarding
- Tax return review and preparation (individuals and businesses).
- Tax Planning focusing on clients’ tax savings and ongoing tax opportunities
- Researching complex tax issues and developing resolutions.
- Data analytics and skillful problem-solving.
- Supervising staff of 2-4 people.
- Client communications and Coordination with their other advisors.
Position requirements:
- Bachelor of Accounting required.
- Master’s in taxation is a plus.
- CPA or EA preferred.
- Prior experience managing engagements and clients
- Ability to organize and prioritize work.
- Ability to work independently, but also work well with others.
- Ability to manage multiple workstreams simultaneously.
- Strong technology skills (the firm relies heavily on technology because the office is paperless – Word, Excel, QuickBooks (online and desktop), Adobe pro, CFS payroll, BNA)
- AI Fluency. Ability to deploy AI tools to accelerate tax research and analysis, while exercising the professional judgment to verify every output against primary authority, manage context drift and iterative refinement that AI-assisted work demands.
- Prior experience with ProFx or Access Tax is preferred.
Salary commensurate with experience, but range is $100,000 to $160,000
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