Overview
A regional firm specializing in tax, audit, and advisory services for founders and venture-backed companies is seeking a Tax Manager to join their Emerging Growth tax team. This team focuses on providing strategic tax advisory and planning services to high-growth, venture-backed, and entrepreneurial companies, supporting clients through complex business needs and tax compliance.
Responsibilities
- Serve as a trusted tax advisor to emerging growth companies throughout the startup lifecycle, including formation, equity compensation, fundraising, R&D credits, scaling, and exit
- Oversee and review tax engagements for corporations and partnerships
- Identify cross-selling opportunities such as R&D credits, Qualified Small Business Stock (QSBS, Section 1202), and entity structuring
- Collaborate with sales tax compliance and consulting teams
- Support buy-side and sell-side tax due diligence and broader M&A transaction advisory services
- Provide proactive tax planning and advisory services to venture-backed and high-growth companies
- Review federal and multi-state tax returns for accuracy and completeness
- Research complex tax issues and prepare clear, concise technical memoranda
- Serve as a primary client contact and build strong, trusted relationships
- Collaborate with internal teams on federal, state, and international tax matters
- Mentor and develop associates and senior staff to support team growth and engagement
- Assist with tax controversy matters, including responding to notices and supporting audits
Qualifications & Requirements
- Bachelor’s degree in Accounting or related field (Master’s degree preferred)
- CPA license required
- Minimum 5-7 years of public accounting experience in tax
- Strong experience with corporate and/or partnership taxation
- Experience working with startups, SaaS companies, or venture-backed businesses
- Demonstrated motivation, adaptability, and strong communication skills with professionalism
- Experience or willingness to leverage AI tools and large language models (e.g., Claude, ChatGPT, Copilot, Bloomberg AI) for tax research, memo drafting, and data analysis
- Proficiency in tax software including GoSystem and OIT
- Familiarity with equity compensation (ISOs, NSOs), Section 1202 (Qualified Small Business Stock), R&D tax credits, multi-state tax considerations, ASC 740, Section 174 capitalization, sales tax/indirect tax, and buy-side/sell-side M&A due diligence
- Proven ability to manage multiple engagements and deadlines independently and collaboratively
- Eligibility to work in the U.S.
Compensation & Benefits
- Salary range: $125,000 to $165,000, based on skills, experience, certifications, geographic location, and other factors
- Comprehensive benefits including medical, dental, 401(k), pension, and equity programs
- Opportunities for professional growth and advancement
Location
- Remote within the U.S. or hybrid from one of the following office locations:
- Irvine, CA
- San Diego, CA
- Lake Oswego, OR
- Las Vegas, NV
- Seattle, WA