Tax Manager

About the role

We're building the largest physician-focused tax company in the country, and we're growing faster than anyone else in this space. Tax Managers run our pods. It's one of the most demanding seats in the company, and it is not for everyone.

Responsibilities

• Run a full pod of high-income physician households, business and personal returns.
• Handle entity work, retirement design, real estate, multi-state, and practice ownership.
• Manage a dedicated Tax Senior who preps every return for your review.
• Develop the Tax Senior into the next Tax Manager.
• Lead year-round planning efforts such as S-corp optimization, depreciation, real estate strategy, multi-state nexus, and practice ownership.
• Perform final review on all work.

Requirements

• CPA or EA.
• At least 5 years of tax prep and planning, preferably with high-income individuals and business owners.
• Demonstrated ability to plan, not just prepare.
• Prior review or management experience, weighted heavily.