Accounting
Tax Manager (CPA)
Manage complex tax engagements end to end for business owners, investors, and high-net-worth families, owning the defensibility of every position from intake through follow-through.
Remote — United StatesFull-timeAccounting
The role
A Tax Manager at Fortress runs their own engagements. That is the structural fact of the role: the advisor who scopes a matter stays responsible for it, through the firm's full sequence — defining the facts, evaluating exposure, building the structure, coordinating execution, and monitoring change over time. This is the Fortress Hold Method, and the manager is the person accountable for a position holding under scrutiny, not merely being filed.
The role exists because Fortress competes on the quality of its analysis for clients whose situations have outgrown a general practitioner — operating companies, investors, fiduciaries, and complex individual taxpayers. It is a senior position with real ownership: not oversight of work done elsewhere, but direct responsibility for the work on the file.
Responsibilities
- Own complex tax engagements for business owners, investors, high-net-worth families, and fiduciaries from intake through delivery and ongoing monitoring.
- Develop and defend tax positions — building the factual record, evaluating exposure honestly, and structuring so the position is the one most likely to hold, not the most aggressive one.
- Advise on structure before transactions are completed: entity selection, elections, ownership, and planning horizon, rather than reflecting decisions after the fact.
- Handle multi-state and entity-level complexity, and document the analysis so it survives professional review or an IRS inquiry.
- Coordinate execution with clients' legal, finance, and wealth counterparts so a position holds together in practice across the people responsible for it.
- Monitor legislative and regulatory change on behalf of clients and bring material developments to them before they become problems.
- Review the work of associates supporting the engagement while retaining ownership of the position and the client relationship.
What we’re looking for
- An active CPA license (required).
- Several years of tax experience with direct responsibility for complex engagements — planning and advisory, not compliance volume alone.
- Genuine depth in structuring, multi-state issues, and the regulatory interpretation that complex positions require.
- Sound, defensible judgment under real stakes: the discernment to distinguish a position that will hold from one that merely has not yet been challenged.
- The ability to coordinate with legal, finance, and wealth professionals and hold a multi-party position together.
- Clear writing — the capacity to render a technical position into guidance a client can act on and a reviewer can follow.
- A plus: experience serving fiduciaries, closely held businesses, or high-net-worth individuals with the discretion those engagements require.
How we work
You manage your own engagements and stay with them — the client you scope in year one is the client whose situation you know in year five. Work is not delegated to you and then supervised from a distance, and it is not delegated away from you once the relationship is established; the responsibility for the position and the relationship is the same person's, and that person is you. Caseloads are kept at a level that lets each position get the attention defensibility actually requires.
Apply
If the standard fits how you work, write to us.
Send a short, specific note about who you are and the work you do best. There is no long form to complete — a clear note about your background and what you want to do is more useful than a generic application.
Remote — United States. We typically respond within one business day.