Senior Tax Trainer

Overview

Looking for a Senior Tax Trainer role where you make the team better every day? As a Senior Tax Manager at Incite Tax, you'll own the technical development of the accounting team, drive quality standards, and build the systems that help great accountants do their best work — all without a client‑facing book of business.

Incite Tax works with small‑business owners to understand their numbers, make smarter decisions, and keep more of what they earn. The company is built on the belief that you shouldn’t have to choose between a successful accounting career and a real life, offering flexible schedules, honest communication, and a culture that supports work‑life balance.

Responsibilities

• Serve as the primary escalation point for tax‑technical questions from junior and senior accountants, operating independently within 30 days.
• Lead weekly one‑on‑one meetings with junior accountants based on compiled peer‑review notes.
• Run technical huddles for junior and senior groups, maintaining consistent standards across both.
• Facilitate group coaching sessions on recurring quality issues and hold regular office‑hours.
• Compile peer‑review notes from senior reviewers into an executive‑summary report.
• Make final decisions on peer‑review disagreements by reviewing the return directly.
• Set and manage review cadence by accountant level, calibrated to each development stage.
• Conduct mock client calls and mock interviews for candidates.
• Oversee the intern program.
• Produce tax content for marketing and internal teams; maintain and improve the internal tax knowledge library.
• Evaluate technical capabilities of tax teams at acquired firms during due diligence and post‑close.
• Lead integration of acquired tax accountants through the transition period.

Qualifications

• CPA license required.
• 5+ years of tax experience.
• Deep tax expertise sufficient to field zero technical questions from the trainer after 30 days.
• Skilled in mentoring and supporting team members.
• Excellent communication and team advisory skills.
• Team player who appreciates a light‑hearted culture (dad jokes welcome).

Benefits

• Comprehensive health insurance.
• 401(k) with employer match.
• Paid Time Off (PTO).
• 14 paid holidays (including Christmas Eve through New Year’s Day).
• Opportunities for professional development and career growth.
• Casual dress code (jeans and t‑shirts encouraged).
• Supportive culture that values work‑life harmony and employee well‑being.

Why Join Incite Tax?

Incite Tax offers a career where growth, balance, flexibility, and culture are prioritized. Employees enjoy reasonable hours year‑round (even during tax season), a clear accelerated path to leadership and ownership, remote or hybrid work options that fit personal life, and a positive collaborative team that values people as much as performance.

Pay

$138,000 – $155,000 per year, based on experience, education, and credentials.

Schedule

Full‑time, Monday – Friday with flexible start times. Position can be remote (USA), hybrid, or onsite in Draper or Lindon, UT.