Tax Compliance Manager

Overview

This role involves serving as a trusted tax accountant within the Tax team, managing a portfolio of customers and supporting the Member Relations team. The position requires delivering high-quality tax services, mentoring junior staff, and acting as a liaison between tax management and team members. The ideal candidate will have experience navigating tax complexities for self-employed individuals and small businesses.

Responsibilities

• Understand clients’ financial backgrounds and goals to identify tax optimization opportunities.
• Review, deliver, sign, and file federal and state tax returns, including Form 1040 and 1120-S.
• Ensure compliance with federal and state tax regulations while meeting project and organizational objectives.
• Support and assist tax professionals with daily tasks to promote continuous growth.
• Mentor, train, and provide feedback to junior tax staff.
• Balance immediate project needs with long-term organizational goals.
• Communicate tax updates and answer questions across the organization.
• Research and analyze tax laws, regulations, and policies; produce technical memos and present findings to senior leadership.
• Maintain up-to-date knowledge of tax law changes and their impact on compliance.
• Collaborate with leadership and other departments on tax-related matters.
• Serve as a subject matter expert on tax returns such as 1120-S and 1040 with schedules C, E, and SE.
• Prepare periodic reports on tax compliance status, risks, and opportunities for senior management.

Requirements

• Active CPA, EA, or JD license in state of residency.
• 3-5 years of experience preparing, signing, and filing tax returns including Form 1040 and 1120-S; experience with Form 1065 and Schedules C/E/SE is a plus.
• Strong technical proficiency with cloud-based tax research and preparation tools (e.g., CCH, GoSystems, SurePrep) and collaboration platforms (e.g., Google Suite, Slack).
• Excellent organizational, interpersonal, written, and oral communication skills with the ability to explain technical tax matters clearly.
• Tech-savvy with the ability to quickly learn and teach new tools.
• Demonstrated experience leading complex, cross-functional projects.
• Exposure to multi-state tax principles such as nexus, apportionment, and state allocations is a strong plus.

Compensation & Benefits

• Remote-friendly environment with flexibility to work from home; U.S. candidates only. Bay Area-based employees follow a hybrid schedule.
• $200 quarterly reimbursement for health and wellness.
• Fresh lunch provided on in-office days for hybrid employees.
• $150 monthly commuter reimbursement for hybrid employees.
• Flexible paid time off plus 14 company holidays.
• Comprehensive medical, dental, and vision coverage: 100% for employees, 75% for dependents.
• 16 weeks fully paid parental leave.
• 401(k) retirement plan and equity package.
• Quarterly virtual team events and an annual in-person summit.

Location

• Remote within the United States; Bay Area-based employees follow a hybrid schedule.