Remote Tax Manager (CPA or EA): Build and lead a new tax division

Remote Tax Manager (CPA or EA): Build and lead a new tax division

Pathway to equity partnership

* Company Overview Sovereign Financial Group, Inc. is a rapidly growing Registered Investment Advisor (RIA) delivering comprehensive financial planning and investment management to high-net-worth individuals and business owners nationwide. As part of our continued growth, we are launching Sovereign Tax Services LLC—an integrated tax preparation and advisory platform designed to complement our core wealth management offering and deliver a true “under-one-roof” client experience. Role Overview We are seeking a highly capable, entrepreneurial Tax Manager (CPA or EA) to build and lead our tax division from the ground up. This is not a traditional tax role. This is an opportunity to design, implement, and operate a modern tax practice within a fast-growing wealth management firm. The right candidate will combine technical tax expertise with operational leadership and a client-first mindset.

Key Responsibilities

Build & Launch the Tax Division

• Lead the setup of Sovereign Tax Services LLC, including workflows, processes, and technology stack (e.g., TaxDome and related tools)
• No sales required… we will have clients waiting for you.
• Establish scalable systems for client onboarding, document management, and tax return delivery
• Develop best practices for a modern, efficient, and client-friendly tax operation

Tax Preparation & Review

• Prepare and review federal and state tax returns for individuals, trusts, and small businesses
• Ensure accuracy, timeliness, and full compliance with all applicable tax laws

Tax Planning & Advisory

• Deliver proactive, strategic tax planning for high-net-worth clients
• Identify planning opportunities across income, investments, retirement, and estate strategies

Advisor Collaboration

• Partner closely with Sovereign’s financial advisors to integrate tax strategy into financial planning
• Help elevate the firm’s overall value proposition through coordinated advice

Client Experience

• Serve as a trusted point of contact for tax-related client needs
• Maintain a high-touch, responsive service model consistent with a premium advisory firm

Qualifications

• CPA or Enrolled Agent (required)
• 5+ years of experience in tax preparation and review
• Experience working with high-net-worth individuals and/or closely held businesses
• Strong understanding of tax planning strategies (not just compliance)
• CFP® designation is a plus, but not required

What We’re Looking For

• Builder mentality – you’re excited to create something from scratch, not just step into a pre-built role
• Operational thinker – you can design systems, not just execute tasks
• Client-first mindset – you understand the importance of service in a wealth management environment
• Self-starter – thrives in a remote, high-accountability environment

Why This Role is Unique

• Opportunity to own and shape an entire division
• Direct integration with a fast-growing RIA platform
• Ability to influence firm-wide strategy and client experience
• Clear pathway to equity partnership

Job Type: Full-time Pay: $125,000.00 - $150,000.00 per year (PLUS Bonus and Profit Share) Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee stock ownership plan
• Employee stock purchase plan
• Health insurance
• Opportunities for partnership
• Paid sick time
• Profit sharing
• Retirement plan
• Stock options
• Vision insurance
• Work from home

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