Remote Tax Manager (CPA or EA) – Build & Lead a New Division
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
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Employee stock ownership plan
• Employee stock purchase plan
• Health insurance
• Opportunities for advancement
• Paid sick time
• Profit sharing
• Retirement plan
• Stock options
• Vision insurance
• Work from home
Application Question(s):
• Are you experienced with Tax Dome
Work Location: Remote
Apply tot his job
Apply To this Job
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
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Employee stock ownership plan
• Employee stock purchase plan
• Health insurance
• Opportunities for advancement
• Paid sick time
• Profit sharing
• Retirement plan
• Stock options
• Vision insurance
• Work from home
Application Question(s):
• Are you experienced with Tax Dome
Work Location: Remote
Apply tot his job
Apply To this Job