Senior Tax Manager - Real Estate / Partnerships

About the role

We are a 100% virtual CPA firm, with our team located across the United States. As a real estate niche-focused firm, we serve Real Estate Investors, Syndicates, and Fund Managers. Our team has a passion for real estate and often owns investment properties themselves. Team members who thrive at our firm have excellent time management skills, are self-starters, adaptable, take pride in their work, and work well in an autonomous environment.

Responsibilities

• Conduct final reviews of tax returns, sign tax returns and deliver to clients, and provide a brief recap video or phone call to walk the client through the return, highlighting key areas of significance
• Provide best-in-class service to clients, serving as the primary client relationship manager, and maintaining strong client relationships by managing their expectations, being responsive to their communications/emails, and providing high quality deliverables
• Set clear performance targets, monitor progress, and conduct regular check-ins, driving a culture of accountability and holding team members accountable to deadlines, revenue, and quality metrics
• Conduct regular coaching and training sessions, as well as monthly goal check-ins, to remove blockers, foster accountability, encourage professional growth, and drive best-in-class client service
• Build high-performing teams and manage capacity through developing and facilitating scalable, flexible, and efficient processes that maximize capacity and minimize labor costs relative to revenue
• Ensure the firm’s goals, objectives, and processes are clearly communicated, understood and executed consistently by each team member
• Adhere to professional ethics of the firm and AICPA, including policies regarding client confidentiality
• Act as a subject matter expert in multi-state and real estate taxation; lead technical research and advise on complex transactions
• Oversee resolution of client notices and audits, facilitating communication with the client, state or federal agency, and any staff involved
• Lead or contribute to firm initiatives including proposals, training development (CPE), and efficiency/innovation committees
• Collaborate with Partners, Directors, and peers related to engagement concerns and issues, and resolve client engagement issues with a focus on best-in-class service; continuously monitor client happiness
• Stay updated on tax law changes and mentor team members to elevate technical skills, service quality, and collaboration
• Consult with peers, supervisors, and clients—being responsive to their communications (same-day response time, or adhering to external 48-hour times as applicable)
• Recommend other firm services to the benefit of the client (e.g., bookkeeping services, tax advisory)
• Maintain complete and accurate project management system updates, client notes, and process compliance
• Actively participate in marketing and business development efforts of the team; developing, building, expanding, and managing client relationships

Measures for Success

• Client Retention & Cross-Selling: Retention rates, expansion of business through cross-selling other firm services, and new revenue generated through business development
• Timeliness of Deliverables: Team meets internal deliverable deadlines consistently
• Quality & Revenue: Team meets internal quality and revenue standards consistently
• Employee Experience: Engagement and upward feedback surveys reflecting accountability, satisfaction, leadership, support and upskilling of staff, development of future leaders
• Business Development Achievement of service line financial targets

Requirements

• Bachelor's degree in accounting from an accredited college or university (Master's preferred)
• Minimum of 7 years of relevant professional experience, with 2 years experience as a manager recommended
• CPA or EA certification required

Benefits

• Unlimited vacation and sick days
• Autonomous work environment
• Ongoing training
• Health insurance
• 401(k) matching
• Laptop provided
• Annual $500 tech reimbursement for computer/tech accessories

Expectations for remote work

• Clean background with no noise or distractions
• Business casual attire for client interactions
• Always use video (80% of communication is non-verbal)

You’re a Good Fit For Our Culture If:

• You’re friendly, have a sense of humor, enjoy helping and teaching others, and speak kindly of others
• You’re disciplined and thrive in a fast-paced environment that is in relentless pursuit of changing the accounting industry
• You have exceptional time management and supervisory skills
• You possess excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance
• You take ownership of your work, clients, and team members and drive projects to the finish line
• You love working with and speaking to clients, delivering results, and improving their lives

Pay

$166K – $206K