Tax Manager

Summary

Join a high-growth financial services startup as their Tax Manager, leading strategic tax planning, preparation, and filing for approximately 300 real estate professional members. This fully remote position requires a CPA or EA with 5+ years of tax experience and 1-3 years of management experience. You will lead a tax team, manage client relationships, and ensure compliance with state and federal tax regulations. The ideal candidate is a self-motivated, detail-oriented individual with strong communication and problem-solving skills. This is a chance to make a significant impact in a fast-paced, dynamic environment.

Requirements

• Certified Public Accountant (CPA) or Enrolled Agent (EA) required
• 5+ years of tax experience, preferably working with real estate clients
• 1-3 years of management experience, leading tax teams or divisions
• Proven ability to retain clients and foster long-term relationships
• Strong understanding of real estate tax strategies, including cost segregation, Augusta rule, and 1031 exchanges
• Proficiency in tech-driven accounting workflows, CRMs, and secure client portals
• Excellent written and verbal communication skills, with the ability to simplify complex tax concepts for clients
• Strong problem-solving and multitasking skills, with a proactive approach to handling client needs
• Self-motivated and independent, with a commitment to delivering high-quality work
• Highly organized and detail-oriented, ensuring accuracy and efficiency in tax preparation
• Entrepreneurial mindset, comfortable working in a startup environment with rapid growth
• Tech-savvy, adaptable to learning new platforms and improving processes

Responsibilities

• Execute tax strategies, planning, and mid-year reviews for approximately 300 members, ensuring compliance and financial optimization
• Lead a tax pod consisting of a junior accountant and tax administrator, overseeing training, performance, and professional development
• Identify opportunities for upsells within the membership base, foster client relationships, and assist in converting new members through consultations
• Provide expert tax guidance to real estate business owners and investors with S-Corps, C-Corps, and Partnership configurations across multiple states
• Review financial statements, entity structures, deductions, credits, and payroll adjustments for tax efficiency
• Manage state and federal tax filings, quarterly payment reminders, and IRS notices, ensuring full compliance
• Utilize an encrypted tax portal for secure document sharing, CRM tools for client engagement, and automation software to enhance workflow

Benefits

Fully-Remote (Work from Home), 9 AM - 5 PM EST