About this role
Paired is a global staffing and recruiting agency that specializes in pairing remote work with top-tier talent!
We are dedicated to connecting talented individuals with remarkable companies in need of their skills. Our goal is to create fulfilling job opportunities for professionals around the world.
Our client is an advisory firm built on a family-office model, providing integrated tax, tax planning, financial planning, and investment planning services. Their clients include high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, business owners, professional athletes, coaches, entertainers, real estate investors, and high W-2 earners.
As they grow into a regional and national presence, we are seeking experienced tax professionals who thrive in a consultative environment and enjoy building long-term client relationships while delivering proactive, strategic tax solutions.
The Tax Manager / Senior Tax Professional will play a critical role in managing complex tax engagements, advising high-profile clients, and driving proactive tax planning strategies.
This individual will serve as both a technical expert and a strategic partner to clients, with exposure to individual, business, nonprofit, and partnership taxation.
The ideal candidate is highly skilled in compliance and planning, comfortable working with sophisticated clients, and capable of analyzing financial data to uncover meaningful tax-saving opportunities.
Key Responsibilities
Tax Compliance & Review
Prepare and review complex federal and state tax returns, including:Individual returns (Form 1040)C-Corporations (Form 1120)S-Corporations (Form 1120-S)Partnerships (Form 1065)Nonprofits (Form 990)Ensure accuracy, completeness, and timely filing of all returnsManage multi-entity structures and consolidated tax considerationsTax Planning & Strategy
Proactively identify tax planning opportunities for HNW and UHNW clientsDevelop and implement tax strategies related to:Business ownership and entity structuringReal estate investments and cost segregationCompensation planning and high W-2 income strategiesEstimated tax payments and cash flow planningAnalyze client accounts, financial statements, and investment activity to support tax-efficient decision-makingCollaborate with internal advisors on integrated tax, financial, and investment strategiesClient Advisory & Relationship Management
Serve as a trusted advisor to business owners and high-profile individualsCommunicate complex tax concepts clearly and eƯectivelyParticipate in client meetings and strategic planning discussionsProvide white-glove service consistent with a family-oƯice experienceAccounting & Financial Reporting (Business Clients)
Oversee or assist with monthly accounting and bookkeeping engagementsPrepare and review financial statements for business clientsUse financial data to support tax planning, projections, and estimated paymentsCoordinate audit and tax insights to improve accuracy and efficiencyRequirements
Ideal Candidate Profile
Technical Expertise
USA CPA tax or Business management ExperienceStrong background in both tax compliance and tax planning/strategyExperience working with HNW and UHNW individuals and closely held businessesProficiency in individual, partnership, corporate, and nonprofit taxationAudit experience is a strong plus, particularly for business and multi-entity clientsProfessional Experience
5+ years of public accounting or family office experience preferred but not requiredExperience managing complex client engagements independentlyPrior exposure to athletes, entertainers, real estate professionals, or high-profile individuals is highly desirableSkills & Attributes
Highly analytical with strong attention to detailProactive, strategic thinker who anticipates client needsComfortable working directly with sophisticated clientsAble to manage multiple deadlines in a fast-paced, growing environmentStrong written and verbal communication skillsBenefits
Fully remote, flexible work environmentHigh autonomy and ownership over your workStable, full-time contractor roleCompensarion flexible for top talentLong-term opportunity with a growing client base