What's Awesome About Our Client?

•  Independent, growing family wealth-advisory and trust services firm.
• Enjoy a high-complexity, low-volume workload with NO billable hours or time tracking.
• Work directly with accessible, seasoned leaders, who emphasize collaboration, self-management, and mentorship.
• Broaden your expertise beyond traditional compliance into strategic tax planning, estate and trust structuring, transaction consulting, and private equity distribution tracking.
• Experience a balanced year-round workflow with significantly lower return volume than traditional public accounting firms.

Why This Job – TAX SUPERVISOR:

Join a dynamic, multi-family office as a Tax Supervisor. This is an exceptional opportunity for a tax professional who thrives on complex problem-solving, values direct client interaction, and wants to transition out of the traditional public accounting billable-hour grind.

You will partner closely with key leadership to deliver proactive tax advisory, planning, and high-level compliance for a select group of families and multi-entity structures. You will take full ownership of client outcomes and serve as a trusted advisor.

Our client offers a self-managed, outcome-driven remote work environment. As Tax Supervisor you will have the opportunity to deepen your technical expertise in high-net-worth, trust, and private equity tax matters while building meaningful client relationships.

What You'll Actually Do:

• Lead and support complex tax planning, compliance, and consulting for individuals, trusts, and closely held entities.
• Prepare, self-review, and conduct detailed technical reviews of complex tax returns to ensure accuracy, compliance with applicable tax laws and regulations, and adherence to relevant reporting requirements.
• Partner with leadership to develop quarterly estimated tax strategies, including tracking private equity distributions across complex portfolios.
• Analyze complex tax areas such as passive loss activities, qualified business income, multi-state filings, and international tax exposure.
• Review and drive ad-hoc transaction projects, valuation reports, and real estate purchases on behalf of clients.
• Serve as a primary point of contact for clients, providing proactive advisory and exceptional customer service year-round.

To Be Successful in This Role, You Will Need:

• Active CPA license required.
• 5–10 years of progressive tax experience in public accounting or a family office environment.
• Demonstrated experience with complex high-net-worth individual tax returns, pass-through entities, and basic trust tax concepts.
• Hands-on experience with both return preparation and technical review.
• Familiarity with passive loss activities, QBI calculations, and exposure to multi-state or international tax issues.
• Strong tech proficiency, with advanced tax software preferred.
• Outstanding communication and client-facing consulting skills with a strong customer service orientation.
• Self-motivated, highly accountable professional who takes full ownership of outcomes and drives projects through to completion.

Where and How Much:

• Target Compensation: $115K to $130K base salary + bonus based on production and profitability.
• Schedule: 100% Remote
• Benefits: Medical insurance, 401(k) with 5% match, and Unlimited PTO.