Tax Manager​/Director

Tax Manager / Director (Remote)

Full-Time | Competitive Salary + Growth Potential

Reports to:

CFO

About the Company

My client is a fast‑growing, self‑directed retirement account company with over $4.5 billion in assets under administration and 26,000+ accounts. We’re on a mission to make alternative asset investing more accessible while maintaining top‑tier compliance and client service. With rapid growth projected to continue (35–40% annually), we’re looking to build out our in‑house tax and compliance function as a key part of our next phase of expansion.

The Opportunity

We’re seeking a Tax Manager or early‑stage Tax Director to build and lead our in‑house tax services function. This is a high‑impact opportunity for someone who wants to take ownership of the process, develop a new business unit, and grow quickly into a senior leadership role.

Key Responsibilities

• Lead and manage all aspects of tax preparation and compliance for the firm’s various entities and clients

• Oversee filings for Form 990, 1120, 1065, and related returns

• Manage tax research, planning, and compliance across multiple business entities

• Coordinate with internal finance, operations, and legal teams to ensure accuracy and compliance

• Evaluate and improve tax processes and internal controls

• Hire and mentor future tax staff (interns, staff‑level roles) as the department grows

• Work closely with executive leadership to develop tax strategy and identify new revenue opportunities within the tax services unit

Qualifications

• CPA license required

• 4–8+ years of tax experience in a public accounting firm or corporate tax department

• Strong familiarity with Form 990, 1120, and general IRS processes

• Experience in small or midsize firm environments preferred

• Desire to take ownership and grow into a director or VP‑level role

• Excellent communication and leadership skills

Compensation & Benefits

• Base salary: $120,000–$170,000+ depending on experience

• Bonus potential:
Performance‑based, with the opportunity for significant upside based on success metrics

• Relocation assistance available for the right candidate if not remote

• Comprehensive benefits package

Why Join Us?

This role offers the rare opportunity to build something from the ground up — shaping a new in‑house tax department for a high‑growth, entrepreneurial financial services company. You’ll work directly with senior leadership and have a fast track to advancement as the firm continues to scale.

Contact

Interested in learning more?

Send your resume confidentially to

Or call/text‑2108 to discuss the opportunity in more detail.

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