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Tax Team Lead - ERO

Tax Team Lead - ERO

EZFile NOWSan Diego, CA, US
17 hours ago
Job type
  • Full-time
Job description

Job Description

Job Description

Job Title : Tax Team Lead (Remote)

Location : 100% Remote (U.S. Based)

Company : EZ FILE NOW – A Modern Wealth Management Firm

Salary : Up to $120,000 + Performance Bonus + Equity Options

Experience Required : Proven experience building and leading tax teams

About EZ FILE NOW

At EZ FILE NOW , we're revolutionizing the financial services industry with a modern approach to tax and wealth management. We empower individuals and entrepreneurs with smart, accessible financial solutions—and we’re growing fast. We’re now hiring a Tax Team Lead to help scale our tax operations and lead a high-performing, remote-first team.

The Opportunity

We’re looking for an experienced Tax Team Lead who’s not just a tax expert—but a builder. You’ll work directly with leadership to shape the structure, strategy, and success of our remote tax team. If you thrive in a fast-paced, tech-forward environment and want to grow with a mission-driven company, this role is for you.

What You’ll Do

Build, lead, and mentor a team of remote tax professionals

Oversee tax preparation and review for individual and small business clients

Develop and implement scalable workflows and procedures

Ensure compliance with federal and state tax laws and deadlines

Serve as a senior advisor on complex tax matters and high-value clients

Collaborate with other departments to align tax strategy with client wealth goals

Provide training and support to ensure ongoing professional development of team members

Help drive recruitment and onboarding of new tax team members

What We’re Looking For

  • Proven experience leading and growing a tax team (CPA firm experience a plus, but not required)
  • EFIN required

5+ years of tax preparation / advisory experience

Strong knowledge of IRS regulations and individual / business taxation

Experience with tax software (Drake, ProConnect, or similar)

Exceptional leadership, communication, and organizational skills

Passion for remote work and modern business practices

Ability to think strategically and solve problems proactively

Bachelor’s in Accounting, Finance, or related field preferred; CPA or EA is a plus

Why Join EZ FILE NOW?

💼 Salary up to $120,000

💰 Performance-Based Bonus

📈 Equity Ownership Opportunity

🏠 100% Remote – Work from anywhere in the U.S.

🚀 Key leadership role in a high-growth company

🌟 Mission-driven team culture

🎓 Professional development & mentorship opportunities

🤝 Direct impact on building the future of tax at EZ FILE NOW

Ready to Lead?

If you're ready to lead a team that’s reshaping how tax services are delivered and want to be part of a forward-thinking wealth management firm, we’d love to meet you.

Apply today and help us build the next chapter of EZ FILE NOW.

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Team Lead • San Diego, CA, US

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