Tax & Client Delivery Manager

Tax & Client Delivery Manager

Updated: November 10, 2025

About Us

Most business owners and high-income individuals overpay on taxes because their advisors are reactive, not proactive. Our firm is different. We engineer tax outcomes through proactive strategy, deep expertise, and innovative tools, ensuring our clients keep more of what they earn.

Our clients are 7- and 8-figure entrepreneurs, high-net-worth individuals, and complex multi-entity structures who demand and deserve a strategic partner.

Position Summary

This role is responsible for ensuring the accurate, timely and effective delivery of all tax, bookkeeping, fractional CFO, and IRS-related tasks. The individual will review tax returns and key financial deliverables; translate strategic tax initiatives into concrete tasks and ensure implementation; manage deadlines and workflow across tax, accounting, and IRS responses; act as the primary internal support for tax/accounting queries; monitor client communications to ensure nothing falls through the cracks; and enable senior leadership to stay focused on strategy by eliminating routine firefighting and triage. If you are a senior-level tax professional who is obsessed with dashboards, deadlines, and deliverables, this is the position for you

Key Responsibilities:

• Oversee the production calendar for tax, bookkeeping, and IRS matters — including returns, correspondence, and strategy tasks.
• Partner with the Project Manager to scope work, track upcoming risk items, and lead quick team check-ins to keep things moving.
• Review selected tax returns and financial statements to ensure they match the strategy and resolve any issues; update checklists and mentor team members.
• Translate approved tax strategies into concrete action items for the team and check that they're implemented correctly; flag any discrepancies.
• Spot process issues or gaps, propose improvements, update SOPs, and help track key metrics like on-time delivery and error rates.
• Monitor client communications (shared inboxes, project tools, portals) and convert messages into tasks, keep clients informed, and ensure visibility of engagement status.
• Serve as the first point of contact for internal tax/accounting questions; escalate only when needed with clear context and suggestions.
• Serve as a client POC to assist with client issues, satisfaction, and retention.

Qualifications

• 5+ years of hands‑on accounting/bookkeeping experience with U.S. business clients (preferably 7‑ & 8‑figure entities)
• Proven experience managing end‑to‑end delivery of tax returns (business + individual) and financial reporting processes
• Strong technical capability in reviewing tax returns, financial statements and identifying material variances or misalignment to strategy
• Experience translating strategic tax/financial initiatives into actionable tasks and verifying implementation (entity structures, elections, allocations, etc.)
• Excellent communication skills: able to triage client messages, convert to tasks, and maintain visible status across engagements
• Comfortable acting as internal support for tax/accounting queries and coaching junior team members
• Demonstrated ability to identify process bottlenecks, refine SOPs/checklists, and track KPIs like on‑time delivery, rework rate, and response times
• Proficiency with account & tax systems such as QuickBooks Online (QBO Certification preferred), and familiarity with tools like Karbon or ClickUp is a plus
• Highly organised, detail‑oriented, able to manage multiple priorities in a fast‑paced remote environment
• Enrolled Agent or CPA preferred

Our Tech Stack

• Go High Level
• Karbon
• UltraTax
• Google Workspace
• Slack

Work Environment and Growth

• Fully remote role with a strong emphasis on accountability.
• Collaborative team culture with opportunities to lead and contribute to process improvements.
• Direct engagement with U.S.-based tax strategists and CFOs.

Compenstation

• $52-$63 per hour
• Competitive pay, performance-based bonuses, and clear pathways for advancement.

Job Type: Full-time

Pay: $ $63.00 per hour

Application Question(s):

• This is a U.S.-client-facing role that requires managing deliverables proactively. Which statement best describes your approach?

I thrive in deadline-driven, high-accountability environments.

I prefer steady, routine bookkeeping work.

I'm flexible and can adapt either way.

• Have you directly reviewed business and individual tax returns to ensure alignment with tax strategies (not just prepared them)?
• This role involves monitoring client communication and converting messages into tasks. Have you managed shared client communications or acted as an internal triage point before?

Experience:

• US Business Tax and Bookkeeping: 5 years (Required)
• Project Management: 2 years (Preferred)
• Process Development: 2 years (Preferred)

License/Certification:

• CPA or Enrolled Agent (Preferred)

Work Location: Remote