Lead Tax Strategist (Remote)

About the Role We are seeking a Lead Tax Strategist / Tax Manager to serve as the technical tax expert for a growing tax advisory team. This role combines advanced tax strategy, hands-on tax review, and leadership responsibilities, including mentoring staff and improving internal processes. This position is ideal for an experienced EA or CPA who wants meaningful, high-impact work—without the expectation of a traditional 40+ hour workweek. Key ResponsibilitiesTax Strategy & Technical Leadership • Review tax returns for accuracy and strategic completeness (1040, 1120, 1120S, 1065) • Apply advanced tax planning strategies and ensure compliance with tax law • Handle IRS calls, notices, and issue resolution on behalf of clients (EA or CPA required) • Perform quarterly estimated tax calculations for business owners • Conduct 1:1 tax consultations with clients as needed • Oversee e-file readiness and final filing accuracy • Mentor tax strategists to ensure tax plans are properly implemented • Communicate client updates across teams to ensure alignment • Support and mentor the tax preparation team as needed • Participate in implementing advanced tax strategies Operational Leadership & Process Improvement • Create, document, and maintain SOPs, workflows, and tax strategy procedures • Continuously improve internal processes for efficiency and accuracy • Collaborate with leadership to refine systems and operational processes • Train team members on updated workflows and best practices • Act as the bridge between strategy and operations as the department scales Requirements (Must-Have) • Active CPA or EA license (required) • Minimum 5 years of tax preparation and tax review experience • Strong tax strategy and tax planning experience • Leadership or management experience • Experience with S Corporations, partnerships, and high-income individuals • Strong working knowledge of QuickBooks Online (QBO) • Solid understanding of IRS procedures and compliance • Experience creating workflows, SOPs, or operational processes • Available during standard business hours for client consultations and team support • Available during company working hours (9:00 AM – 5:00 PM EST) Bonus Skills • Familiarity with ProConnect, TaxDome, and ClickUp • Experience mentoring or managing junior staff • Strong organizational and follow-up skills • Process improvement or operational leadership experience Schedule & Location • Schedule: 32+ hours per week (based on workload and availability) • Location: Fully Remote • Must be US-based • Must be able to work EST business hours Compensation & Benefits • Flexible schedule • Paid time off • Work-from-home setup Job Type: Full-time Pay: $90,000.00 - $100,000.00 per year Work Location: Remote Apply tot his job Apply To this Job