Description

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)
• 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 path for leadership, growth, and equity.

Job Type: Full-time

Pay: $125,000.00 - $150,000.00 per year. PLUS Generous Benefits, Bonus, and, Profit Sharing

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

Requirements

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
• 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