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Tax Manager – Remote (EA or CPA)

Sonnenburg Consulting

40d ago

0$90k - $110kFinanceUSjobspy_indeed
remoteindeed

Job Description

**Company Overview** Sonnenburg Consulting (est. 1999\) is a boutique, nationwide financial services firm. We specialize in outsourced accounting, payroll, CFO\-level advisory, tax strategy and preparation, and general financial and business consulting, helping small businesses and high\-net\-worth individuals streamline operations and achieve clarity in their finances. Led by experienced CPAs, we deliver flexible, confidential, and trusted services tailored to each client's needs. **Overview** Join our dynamic fast\-paced team as a Remote Tax Manager (EA or CPA), where you will lead tax planning, compliance, and strategy for business owners and high\-net\-worth clients. This role offers an exciting opportunity to leverage your extensive tax expertise, including corporate and individual tax law, estate planning, multi\-state and regulatory compliance accounting, to support diverse client needs. Bring your technical expertise, strong client communication, and passion for proactive tax strategy to help us deliver exceptional service to our clients. *\*This role requires hands\-on, high\-volume public accounting experience from a small\-to\-midsize firm. It is NOT a fit for candidates with exclusively in\-house corporate tax experience or Big 4 candidates with narrow, single\-area corporate specializations.* **Responsibilities** * Review monthly bookkeeping in QuickBooks Online for clients across the firm. * Serve as the technical accounting and tax resource for our bookkeeping and staff accountant team, answering their questions on complex transactions, reconciliations, and GAAP treatment. * Prepare, sign, and file individual and business tax returns (1040, 1120S, 1065, 1120\). * Prepare and review trust, estate, and gift returns (1041, 706, 709\). * Deliver proactive tax planning and tax\-savings strategies, including quarterly estimates, entity structure decisions, deduction and credit planning, and multi\-year projections. * Lead client\-facing tax advisory and planning meetings with confidence. * Represent clients before the IRS on notices, examinations, and collections. * Ensure compliance with federal, state, and local tax laws across multiple jurisdictions. * Communicate clearly with clients on filings, planning opportunities, and open items. * Track all client open items and ensure client and statutory deadlines are met. * Maintain accurate records in our tax and accounting software. * Stay current on tax law updates and technical accounting issues. * Research complex tax issues and document conclusions clearly for clients and firm. **Qualifications** * Active Enrolled Agent (EA) or CPA credential required. * Bachelor's degree in accounting, finance, or a related field, or equivalent experience. * Must have 7\+ consecutive years preparing and signing a high volume of diverse returns (1040, 1120S, 1065, 1041, 706/709\) at a small\-to\-midsize public accounting firm. Experience must cover full end\-to\-end return execution (from clien