Accounting & Tax Manager

About the role

We are looking for a candidate to take on the client-facing responsibilities and grow into a key leadership position. This role involves building systems, recruiting, training, and managing a growing team as the firm scales.

Responsibilities

• Own the full relationship for a growing book of tax advisory and bookkeeping clients - year-round, not just April
• Review (and sometimes prepare) individual and business tax returns; build and implement tax plans that actually move the needle
• Oversee monthly bookkeeping and financial statement review, including onboarding clients with messy books and cleaning up their chart of accounts
• Be the technical resource the team calls when they’ve got a hard tax question and trust to give a straight answer
• Recruit, train, and manage a growing team as the firm scales - this is a build-the-bench role, not a maintain-the-status-quo one
• Build and refine the systems and SOPs that let this firm scale without drowning every March and April
• Talk to affluent clients in a way that makes hard decisions feel simple

Requirements

• 5+ years' experience with individual and business tax returns
• 5+ years' experience with QuickBooks Online or a comparable system
• Comfortable advising on equity compensation, real estate, and business ownership situations - not just W-2 returns
• Proven ability to hire, train, and develop people - you’ve built a team before, or you’re clearly ready to
• A systems mindset - you’d rather build a process once than repeat manual work forever
• Strong client-facing communication with affluent clients
• CPA or EA (or actively pursuing)

Preferred

• Lacerte experience
• CFO or fractional CFO advisory experience
• You have opinions on Jason Staats' content and can’t help but poke holes in Karlton Dennis’ tax takes