Accountfully is a full service accounting and tax firm that helps businesses, ranging from pre-revenue to over $15million 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.
Our Senior Tax Managers 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 Senior Tax Manager
The Senior Tax Manager will be responsible for the complete oversight and management of the firm’s tax department. This leadership role requires a deep understanding of tax laws, regulations, and best practices. The Senior Tax Manger will ensure the highest level of service to clients while driving the department’s strategic direction and operational excellence. This role is pivotal in maintaining the firm's reputation for providing exceptional tax services and in contributing to its growth and success.
Our future Senior Tax Manager will have skills and experience in these areas:
Leadership & Management:
- Lead, mentor, and develop a team of tax professionals, including tax managers, senior associates, and staff accountants.
- Oversee all aspects of the tax department, ensuring effective team collaboration, resource allocation, and performance management.
- Establish and enforce policies, procedures, and best practices to optimize department efficiency and service quality.
Client Service & Relationship Management:
- Build and maintain strong client relationships, ensuring client satisfaction and retention.
- Serve as the primary point of contact for key clients, providing strategic tax advice and guidance.
- Manage the delivery of comprehensive tax services, including compliance, planning, and consulting, tailored to meet client needs.
Technical Expertise & Compliance:
- Oversee the preparation and review of tax returns for individuals, corporations, partnerships, trusts, and tax-exempt organizations.
- Review of tax returns for individuals, corporations, partnerships, trusts, and tax-exempt organizations.
- Stay current on tax law changes, regulations, and industry trends, ensuring the firm’s services are aligned with the latest developments.
- Ensure compliance with all relevant federal, state, and local tax regulations, mitigating risks and identifying tax-saving opportunities.
- Manage and facilitate IRS & state income tax audits and notices: preparing responses, creating schedules, etc.
Strategic Planning & Business Development:
- Develop and implement the tax department’s strategic plan, aligning it with the overall goals of the firm.
- Identify and pursue new business opportunities, contributing to the firm’s growth and market expansion.
- Collaborate with other departments (sales & marketing, onboarding, and recurring accounting teams) to provide integrated services to clients.
- Educate non-tax focused team members.
Financial Oversight:
- Monitor and manage the tax department’s budget, ensuring profitability and cost-effectiveness.
- Set and achieve financial targets, including revenue growth and profit margins.
- Analyze financial data to identify trends, opportunities, and areas for improvement.
Our future Senior Tax Manager will have:
- Bachelor's degree in accounting, business, economics, and/or finance.
- Certified Public Accountant (CPA) license
- 8+ years of related experience, clients services and small business experience preferred. Knowledge of Ultratax and Quickbooks Online is a plus.
- Strong leadership and interpersonal skills.
- Excellent communication and organizational skills.
- Strong client relationship management skills, with the ability to provide high-level tax advice and strategic planning.
- Strong tax research and problem solving skills.
Bonus Points If Our Senior Tax Manager Has:
- Experience with startup companies is beneficial
- Experience with Thomson Reuters Ultratax
- Experience with Quickbooks Online
Accountfully Offers Our Senior 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.
- A client book of a wide range of company types and sizes, many of them are mission-focused and impact-driven