The RoleThe Tax Manager is primarily a review and technical tax position.
You'll spend much of your time reviewing individual and business tax returns, reviewing tax projections, resolving technical issues, and helping junior staff improve their tax knowledge.
This is a great role for someone who enjoys being the person others come to with difficult tax questions and who wants to continue developing technically without spending their entire day selling work or managing client relationships. You'll work closely with our other tax managers, CPAs, CFPs, and firm leadership on complex tax matters and tax-planning opportunities.
What You'll DoReview federal and multi-state tax returns for high-income and high-net-worth individualsReview federal and state returns for S corporations, C corporations, and partnershipsReview individual and business tax projections and identify planning opportunitiesResearch and resolve complex tax issuesReview and respond to IRS and state tax noticesCollaborate with other managers and partners on complicated client situationsTrain junior staff on technical tax concepts and return preparationManage and mentor a small number of junior team members, including weekly one-on-one meetingsProvide actionable feedback to help staff progress toward reviewer and manager-level responsibilitiesHelp improve tax workflows, processes, templates, and firm proceduresMaintain strong documentation, review, and compliance standardsWhat We're Looking For5+ years of public accounting tax experienceStrong experience preparing and/or reviewing individual income tax returnsStrong experience with partnerships, S corporations, C corporationsCPA or EA preferredStrong technical tax research and problem-solving skillsAbility to review work efficiently while maintaining a high standard of accuracyComfortable teaching and providing feedback to junior staffStrong written and verbal communication skillsComfortable working in a fully remote, technology-driven environmentExperience with equity compensation, including RSUs, stock options, and other equity-related tax issues, is a plus but not required.
If you happen to be familiar with any of these software programs, please let us know! Lacerte, Karbon, Soraban, Loom. Why Brooklyn Fi? We know there are plenty of places where experienced tax professionals can work.
We're trying to build the place where they want to stay.
That means surrounding you with experienced tax professionals, providing dedicated staff support, investing in technology and improved processes, and creating an environment where people can do excellent tax work without adopting every outdated tradition of public accounting.
You'll join a stable team with 6 CPAs, 14 CFPs, dedicated tax staff, low employee turnover, and leadership that actively seeks ways to improve the firm.
Brooklyn Fi combines the technical challenge of a CPA firm with the resources and broader perspective of an integrated financial planning firm.
And we think tax work should be serious without the workplace having to be. Benefits & Compensation$125,000 - $150,000 Salary401(k) with a 4% employer matchMinimal overtime during tax season. 55 Hours maximum from 2/15 - 4/15Weekly $50 meal voucher for those tax season hoursNo timesheets; no billable hoursGenerous PTO (17 days +1 for each anniversary), paid holidays, 7 sick days, 2 community service daysOffices closed December 24 - January 1Summer Fridays! Half-day Fridays from Memorial Day through Labor Day. Full day Fridays off in the month of JulyParticipation in annual team retreatsEducation reimbursement for relevant designations (CPA, EA, and more)$500 Home office stipend during onboardingAnnual $250 home office budgetICHRA Health insurance reimbursement $440 per monthEmployer-paid dental, vision, and life insurance
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