Tax Manager

Accountfully

Accountfully

Sales & Business Development
United States
Posted on Tuesday, June 11, 2024

Accountfully is a full service accounting and tax firm that helps businesses, ranging from pre-revenue to over $10million in revenue per year, with all of their accounting needs. At Accountfully we believe "People are Greater than Numbers." We pride ourselves on having an engaging, fun, and collaborative culture for our teams. We understand the importance of work-life balance and offer this role as a remote opportunity.

The Tax Manager Will Embody Accountfully’s Core Values Which Include:

  • Growth Mindset: learning and growing as a professional and in their role
  • Solutions Oriented: proactively solving problems and earning efficiencies
  • Teamwork: working together to accomplish goals
  • Integrity: consistent and professional in all interactions
  • Accountability: ownership of quality work products

What We’re Looking For In A Tax Manager:

Our Tax Manager reports to our Director of Tax. They are an enthusiastic tax-obsessed professional with a keen eye for detail and a natural ability to foster client relationships. Their focus is two-fold; they will manage our team of Senior and Staff Tax accountants and facilitate the accurate filing of tax returns for a wide range of clients. As an integral part of driving the overall Tax Department strategy, our Tax Manager will identify improvement areas, support their direct reports in achieving an advanced understanding of tax specialties, and be their cheerleader and coach toward career advancement.

The Tax Manager will ensure steadfast compliance with state and federal tax law. They will communicate in a proactive and timely fashion both internally and externally, and ensure accurate, timely reporting is achieved–keeping our clients, and their recurring account managers up to date on tax filing status and needs. They monitor current and impending changes to tax regulation, making any appropriate updates to policies and strategies that reflect these industry changes. They will be dedicated to ensuring Accountfully’s Tax Department is always on the cutting edge of small business tax law

Our Tax Manager Will Be Equipped To Manage The Following Areas Of Responsibility:

  • Facilitate and manage the preparation and review of federal and state income, franchise, and gross receipts tax returns for all entity types and individuals.
  • Develop and implement strategic federal and state tax planning.
  • Find and implement opportunities for process improvement in company tax procedures.
  • Build new and existing client relationships and demonstrate knowledge of client business.
  • Manage, train, and mentor tax team members.
  • Plan for and develop the overall tax return calendar and coordinate timing and inputs with the tax team.
  • Maintain effective control procedures over all aspects of the tax process.
  • Manage and facilitate federal or state income tax correspondence including income tax audits, notices, etc.
  • Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team, and create strategies to capitalize on changes to taxation legislation.
  • Collaborate with, educate, and inspire our non-tax-focused team members.

Our future Tax Manager brings the following education and credentials to the role:

  • Bachelor's degree in accounting, business, economics, and/or finance.
  • Certified Public Accountant (CPA) license or Enrolled Agent (EA) designation required
  • 6-10 years of related experience, with client services and small business experience preferred.
  • At least one year in a managerial role overseeing staff and 1-2 years of tax return review experience.

Our Tax Manager brings the following skills and experience:

  • Strong knowledge of the tax code.
  • Experience with multi-state entities.
  • Excellent written and verbal communication skills.
  • Tax research experience and proactive problem-solving skills.
  • Strong leadership and interpersonal skills.

Bonus points if our Tax Manager has:

  • Experience with startup companies is beneficial
  • Experience with Thomson Reuters Ultratax
  • Experience with Quickbooks Online

Accountfully Offers Our Tax Manager:

  • comprehensive benefits package, including medical, dental, and vision coverage, short-term disability insurance
  • A 401k with a company match
  • Nine company paid holidays and a generous PTO policy including rollover days.
  • A fun, collaborative, and engaging remote-first work environment, including an annual retreat to our headquarters in Charleston, SC
  • A client book of a wide range of company types and sizes, many of them are mission-focused and impact-driven