Tax Manager

Tax Manager
Department: Tax Preparation
Employment Type: Full Time
Location: Remote
Compensation: $120,000 - $130,000 / year

Description
We are seeking an experienced and strategic Tax Manager to help lead our tax preparation department. The ideal candidate will be a hands-on leader responsible for overseeing all aspects of tax preparation, compliance, and reporting for our diverse clientele. A key focus of this role will be to manage both our internal and offshore tax preparation teams, review complex tax returns, and develop and implement best practices and efficient workflows to enhance department productivity and accuracy. The position will have one or more direct report Tax Preparers and coordinate with the offshore tax preparation team, under the direction and supervision of the President.

Minimum Qualifications

5-8 years of progressive experience in tax preparation and compliance, with at least 2-3 years in a management or supervisory role

Bachelor’s degree in Accounting, Finance, Taxation, or a related field; Master’s degree in Taxation is a plus

Advanced certification required (e.g. CPA, EA)

Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, CRM platforms, UltraTax, etc.)

Proven experience managing or coordinating with offshore teams is essential

Knowledge of corporate and personal tax planning strategies

Additional experience in accounting, finance advisory, and/or consulting services 

Key Responsibilities

Directly manage and mentor a team of internal tax preparation professionals

Oversee and coordinate the workflow, performance, and training of offshore tax preparation teams

Forster a collaborative and high-performing environment, ensuring clear communication and seamless handoff of work between internal and offshore teams

Manage and review the preparation of a wide range of tax returns, including federal, state, and local filings for individuals, partnerships, corporations, and trusts

Critically review complex tax returns and workpapers for accuracy, completeness, and compliance with federal and state tax laws

Serve as a final point of review for returns and a technical resource for the team on complex tax issues

Evaluate existing tax preparation workflows, identifying bottlenecks and opportunities for increased efficiency and accuracy

Leverage technology and automation to enhance the tax compliance process, from document collection to final filing

Create training materials and lead sessions to ensure all team members are proficient in new workflows and software

Manage and coordinate tax audits, inquiries, and correspondence with tax authorities

Act as a technical liaison between clients, tax authorities, and internal teams

Collaborate with other departments within the company to ensure a holistic approach to client service 

Skills, Knowledge and Expertise

Exceptional leadership, coaching, and mentoring skills

Superior written and verbal communication skills

Strong analytical, problem-solving, and critical thinking skills

Strong organizational skills with meticulous attention to detail

Proven ability to manage multiple priorities and meet strict deadlines in a high-pressure environment

Excellent relationship management skills for clients and team members

High ethical standard, conducts self with honesty and integrity 

Benefits

Remote work

Medical, dental, vision, life, and voluntary life insurance

401(k) with company match

Paid vacation and sick days

Paid holidays

Continuing education

Teambuilding events