Join a tech-driven tax company that provides premium tax solutions for closely-held businesses, high-net-worth individuals, and investors. This is an exciting opportunity to leverage your expertise in a dynamic environment focused on optimizing client taxes and ensuring compliance through innovative technology and a dedicated team of professionals.
Tax Manager, CPA / EA Benefits & Compensation
- Competitive salary based on experience.
- Flexible remote work environment.
- Opportunities for professional development and continued education.
- Supportive culture that values passion and creativity.
Tax Manager, CPA / EA Requirements & Qualifications
7+ years of work experience with S-Corporations (1120S), partnerships (1065), and individuals (1040), primarily in professional services, technology, real estate, and financial services industries.2+ years of experience managing a small team of tax preparers.Bachelor's or Master's degree in Accounting or Taxation.CPA, EA, or tax attorney designation.Strong knowledge of direct tax law.Tax Manager, CPA / EA Preferred Background & Skills
Experience with corporations (1120), estate planning and trusts, and gifts.Familiarity with private equity and venture capital funds.Tax Manager, CPA / EA Day-to-Day Responsibilities
Serve as a team leader for 2-4 tax associates, addressing inquiries and managing workflow.Meet with clients to discuss their tax situations, provide advice, and ensure satisfaction.Review intricate tax returns for accuracy, compliance, and optimal positions before filing.Conduct research on complex tax topics and stay updated with the latest regulations.Document research findings and assist in creating training materials for the team.