Tax Manager

Overview

A growing financial services firm specializing in real estate professionals is seeking a dynamic CPA or EA to join their team as a Tax Manager. This role involves providing strategic tax services, preparation, and filing for a portfolio of 250-300 members, primarily real estate entrepreneurs. The position is fully remote and offers opportunities for leadership, career growth, and working in a startup environment.

Responsibilities

Strategic Leadership

• Execute the strategic vision, goals, and growth plans for the tax division.
• Lead a tax pod consisting of a junior accountant and tax administrator to deliver excellent member service and financial performance.
• Assist in hiring, training, performance evaluations, and professional development of team members as the tax division expands.
• Ensure compliance with industry regulations, standards, and best practices.

Business Development

• Identify and pursue new business opportunities within the existing membership.
• Build and maintain strong member relationships to foster retention and growth.
• Meet with prospects, provide service quotes, and convert new tax memberships.

Accounting and Tax Services

• Provide expert guidance on accounting, tax, and financial matters to real estate small business owners and investors with various entity types (S-Corps, C-Corps, Partnerships) across multiple states.
• Review previous tax returns and conduct live planning calls to offer strategic tax recommendations.
• Analyze financials and advise on deductions and credits, including specialized real estate tax areas such as cost segregation, Augusta rule, and 1031 exchanges.
• Review entity types and recommend changes if necessary.
• Recommend payroll adjustments and manage encrypted tax portals for secure document exchange.
• Maximize deductions (e.g., home office, family tax strategies) and facilitate mid-year tax true-ups.
• Send reminders for quarterly tax payments and analyze retirement plan contributions with recommendations.
• Respond to tax-related questions and assist with IRS notice responses.
• File state and federal tax returns.
• Ensure top-tier member service and handle escalated issues as needed.

Requirements

• Certified Public Accountant (CPA) license or Enrolled Agent (EA) designation.
• Minimum 5 years of professional experience as a CPA or EA, including 1-3 years of management experience.
• Proven track record of client retention.
• Detail-oriented problem solver capable of managing multiple priorities.
• Self-motivated, independent, and committed to high-quality work.
• Excellent written and verbal communication skills.
• Strong follow-up skills to close outstanding items with members.
• Comfortable working in a proactive, fast-paced accounting environment prioritizing communication and quick turnaround.
• Tech-savvy with the ability to learn new platforms such as CRM systems.
• Quick learner and highly coachable.
• Experience with CCH Axcess and Double is preferred.

Compensation & Benefits

• Competitive salary package.
• Work/life balance with human-centered work-hour expectations.
• Direct, hands-on coaching from top-performing leaders.
• Fully remote work.
• Experience in a successful startup environment.
• Opportunities for career growth and development.

Location

• Fully remote position.

This role offers a unique opportunity to join a high-growth financial services firm focused exclusively on real estate professionals, providing a supportive and innovative work environment.