A client of ours is looking for a Tax Manager. This person will oversee a portfolio small to mid-size business clients, manage client relationships directly, and work alongside their founder.
The company was founded in 2020 by a CPA and MBT who spent years in both public accounting and as an auditor for the Department of Revenue. They've grown quickly, and are hiring their second Tax Manager for the organization, to support serving their clients that span across 42 states.
Responsibilities:
Client Engagement
Own the client experience for your portfolio: communication, deliverables, and relationships.
Handle client-facing responses to tax notices and federal or state examinations.
Handle initial client escalations, with support as needed from team and leadership.
Tax Preparation & Review
Own the full process initially from preparing and reviewing tax returns, primarily: 1040, 1120S, and 1065, occasionally 1120 and 1041.
Role overtime will shift toward review, client-facing, and tax strategy as direct reports are added.
Reviewing client financials before prep, identifying red flags in P&Ls and balance sheets, and resolving issues before a return moves forward.
Provide written feedback to junior preparers on return quality when capacity allows.
Tax Strategy & Development
Prepare forward-looking tax projections and planning documents for client meetings.
Apply relevant strategies during the review process, not just checking for accuracy.
Build toward owning the full tax strategy conversation with clients over time.
Team Development & Oversight
Mentor and coach junior tax accountants on technical work.
Maintain quality standards across your team and help train teammates.
Requirements:
2+ years as a Tax Manager
7+ years of experience in public accounting
Experience working for Big 4, then mid-sized or regional firm is preferred
Experience independently preparing 1040, 1120S, and 1065 returns
Experience with 1120 and 1041 experience is a strong plus
Experience being client facing and being the main point of contact
Experience training or mentoring more junior team members
Experience with cloud-based tax software
Applied tax strategy experience
CPA or MBT designation preferred
Results:
Own and manage a portfolio of 500–700 tax returns
Complete returns and team reviews with minimal errors
Develop and mentor a team of junior tax accountants under you
Provide quick resolution response to our clients
Logistics:
Location: Remote
Base Salary: $120,000 – $150,000
Includes an additional performance-based bonus
Benefits:
Health + Dental Insurance
Traditional IRA match up to 3% (after 1 year; transition to 401k)
Paid holidays + PTO
Equipment provided