Tax Manager Who Values Professional Flexibility and Variety - Robert Lee & Associates

Why You Are Going to Love This Job

At Robert Lee & Associates, LLP, we’re more than just a CPA firm—we’re innovators who care about cultivating meaningful relationships with our clients. As a Tax Manager with us, you won’t just be checking boxes; you’ll be engaging in diverse, high-level tax strategy, leadership, and problem-solving that will take your career to the next level. As you review and advise on tax projects, every day offers a chance to learn and deliver value. You’ll have the flexibility of working remotely while still being part of an incredibly supportive team. 

What We Need You to Do

• Oversee tax compliance and planning for partnership, trust, corporations and high net worth individuals across multiple industries.
• Lead the preparation and review of tax returns, ensuring accuracy and adherence to tax laws.
• Provide expert guidance on tax planning and research with clients.
• Mentor and develop a talented team of tax professionals, offering insights and leadership to elevate our client service.
• Manage multiple client projects, ensuring deadlines are met without compromising quality.
• Support the firm’s growth by delivering thoughtful, strategic tax consulting services.
• Occasional travel for staff retreats and client meetings.

What You Bring to the Table

• A CPA license and a robust understanding of federal and state tax laws.
• At least 5 years of hands-on tax experience, ideally across various industries.
• 2+ years in a Tax Manager role, with proven leadership experience.
• A degree in Accounting or Taxation (BS/BA/MSA/MST).
• Excellent project management skills with the ability to juggle multiple deadlines.
• Strong verbal and written communication skills, with a talent for breaking down complex issues for clients.
• A collaborative spirit and a proactive attitude, always ready to step in and help your team.
• A commitment to high standards and continuous learning.
• The ability to think strategically and offer tailored solutions to complex tax challenges.

What We Offer

• Full remote work flexibility.
• A competitive salary with comprehensive benefits including health insurance, 401(k), and ongoing professional development.
• A tight-knit, supportive work culture that emphasizes collaboration, innovation, and growth.
• Occasional opportunities to connect in person with your team during staff retreats and professional development sessions.
• Work-Life balance

About Us

At Robert Lee & Associates, LLP, we take pride in going beyond the numbers. We’re a Silicon Valley-based firm that helps clients thrive by offering forward-thinking tax strategies, fiscal management consulting, and proactive problem-solving. Our entrepreneurial spirit sets us apart, and our clients appreciate our personalized approach to minimizing tax liabilities, maximizing revenue, and optimizing their financial success. Join a firm where your expertise can make a real difference, both for our clients and your career trajectory.