Tax and Accounting Services Manager
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 2d ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 6d ago
The date the source published, not the day we noticed it (2026-10-28). Last seen at its source 4h ago.
We have tracked this listing since 28 Oct 2026 (5 days). The employer's own board has carried it every time we have read it, most recently 4 hours ago.
Is it remote?
Marked remote on the employer's board
Their board carries a remote setting on this posting — a field they filled in, not wording we read. The location field names somewhere specific, which is usually where the team or the entity sits.
Who may apply?
United States
The description states no restriction of its own. This is the source's own tag.
Pay not stated
Similar roles pay $92.5k–173.8k/yr
Middle 50% of 691 listings that do state pay — Finance · all levels · United States · USD/year. This employer has published no salary; this is what comparable listings we hold disclose, never converted between currencies or periods. How this is calculated.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
-
BambooHR employer's own board first seen 5d ago · last seen 4h ago
The listing
Tax and Accounting Services Manager
Company: Exemplar Companies
Employment Type: Full-Time
Location: Remote
Work Schedule: Monday–Friday, 9:00 AM–5:00 PM
About the Role
Exemplar Companies is seeking an experienced Tax and Accounting Services Manager to manage accounting engagements, develop tax plans, and support high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The ideal candidate has strong accounting and cash flow management experience, is proficient in QuickBooks, and brings a collaborative, client-focused approach to delivering high-quality professional services.
Key Responsibilities
- Manage accounting engagements for HNW and UHNW clients.
- Prepare tax plans and support tax planning initiatives for clients.
- Oversee monthly accounting activities, cash flow management, and financial reporting.
- Meet with clients to discuss accounting needs, financial performance, and tax planning opportunities.
- Identify opportunities to develop new business and build client relationships.
- Collaborate with the tax and accounting team to coordinate client engagements and deliver quality service.
- Provide functional guidance and support across accounting engagements.
- Use accounting, tax preparation, and tax planning software to support client work.
Required Qualifications
- At least 5 years of experience in monthly accounting, cash flow management, and financial reporting.
- QuickBooks Certified ProAdvisor certification required.
- Familiarity with tax preparation and tax planning software platforms.
- Strong analytical, organizational, and problem-solving skills.
- Excellent communication and client relationship management skills.
- Ability to manage multiple engagements and work collaboratively with a team.
Preferred Qualifications
- Experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
- Previous experience at a CPA firm or professional services firm.
- Bilingual or multilingual communication skills.
Compensation and Benefits
Compensation will be determined based on experience. Bonus or commission arrangements will be discussed during the hiring process. Health insurance is listed as a potential benefit, with details to be confirmed.
Work Environment
This is a remote, full-time position with a Monday–Friday schedule. The Tax and Accounting Services Manager will work closely with clients and internal team members, using a team-based approach to manage UHNW engagements and deliver coordinated professional services.