Overview
This role is for a Tax Manager (employment classification: Negotiable) with remote work.
The position involves leading tax operations for a hospitality-focused accounting and advisory firm, including managing accurate preparation and filing of state and federal tax forms, developing tax plans, monitoring regulatory changes, and supporting process improvements.
Responsibilities
- Architect the tax software and implement the tax workflow
- Facilitate, prepare, and review client state and federal tax returns
- Ensure accurate, timely filing of federal, state, and local income tax returns and other business-related filings
- Review client tax liability and prepare quarterly tax estimates
- Develop and implement strategic tax planning for all necessary federal and state taxes
- Plan for and develop the overall return calendar and coordinate timing and inputs with the accounting team
- Manage and facilitate IRS income tax audits (preparing responses, creating schedules, etc.)
- Monitor legislative and regulatory tax law developments, communicate impacts, and create strategies to capitalize on changes
- Provide support with various internal audits and special tax-related projects
- Meet with clients quarterly to review financials and provide strategies to reduce tax liability
- Create and manage depreciation and amortization schedules
- Coordinate with the Director of Accounting on workpaper templates to streamline tax preparation
- Assist the onboarding team with setting up new clients
- Periodically assist onboarding with historical bookkeeping for new clients
- Manage 1–2 staff accountants, including managing a small bookkeeping client portfolio
Requirements
- Bachelor’s or Master’s Degree in Business Administration, Accounting or Tax, plus at least 5-years’ experience in tax accounting
- Current CPA license or Enrolled Agent
- Strong work ethic with self-motivation, attention to detail, follow-through, and analytical ability
- High professionalism with the ability to maintain confidentiality and integrity
- Ability to manage multiple tasks with high detail and accuracy
- Strong knowledge of tax code, compliance, and procedures
- Familiarity with U.S. federal and state reporting requirements
- Experience with Restaurant, Hotel and Real Estate Accounting and Tax
- Strong experience with a variety of tax operations and the ability to drive process improvements
- Strong ability to use project management and accounting best practices to organize and prioritize tasks
- Ability to work effectively in a remote environment
- Ability to work as a team member and be an engaged mentor to staff
- Excellent verbal and written communication skills
- QuickBooks Online proficiency required
- Maintain the highest levels of certifications achieved in all apps in the app stack
- Comfortable with cloud-based software and proficient with G-Suite applications
- At least 1 year of experience working in the hospitality industry is required, preferably with an upscale, service-oriented restaurant or hotel
- Background check
- Sense of humor
Preferred Qualifications
- Experience with New York and Massachusetts reporting
Compensation & Benefits
- Annual salary: $92,000 to $134,000
- Employment classification: Negotiable
Location