Tax Manager – Private Client Services (Remote)

The Opportunity

This is a pivotal time to join R2 Advisors. You’ll leverage your skills to support clients with complex tax matters while collaborating with an engaged, growing team. In return, you’ll receive hourly, overtime-eligible pay and the opportunity to sharpen your technical expertise, leadership, and business acumen in a supportive environment.

Key Responsibilities

• Review complex individual tax returns, including high-net-worth individuals and families
• Manage partnership and S corporation tax compliance projects
• Provide income tax planning and advisory services to private clients
• Conduct technical research and deliver clear, actionable insights for clients
• Collaborate with colleagues in a virtual environment while ensuring accuracy and quality in every deliverable
• Skills and Attributes for Success
• Ability to prioritize and manage multiple complex projects
• Strong influencing and communication skills, with curiosity to challenge and improve processes
• Proven experience reviewing complex tax returns with attention to detail
• Expertise in individual, partnership, and S corporation compliance
• Knowledge of estate, trust, and wealth planning strategies
• Comfort working in a remote, collaborative team environment

Qualifications

Required:

• Valid U.S. CPA license, active Enrolled Agent status, or state bar membership
• Bachelor’s degree in Accounting, Finance, Business, or related discipline
• Minimum 4 years of relevant experience in private client tax compliance (individuals, partnerships, and/or S corps)
• Strong analytical, research, and technical writing skills

Preferred:

• Experience in tax accounting for financial statements with a top or mid-tier firm
• Demonstrated excellence in building and maintaining client relationships

What We Look For

At R2 Advisors, we value professionals who are collaborative, quality-focused, and passionate about the future of tax. We look for team players who balance their own deliverables with supporting colleagues and clients, while bringing curiosity and drive to every engagement. If you thrive in a fast-paced environment, value meaningful relationships, and are motivated to deliver above expectations, we’d love to hear from you.