Senior Manager, Accounting & Tax Operations

This is a fully remote position, open to applicants in United States.

📋 Description

• Comprehend the financial backgrounds, business structures, objectives, and tax situations of Complex-tier members.

• Identify opportunities for optimization while integrating bookkeeping and tax services.

• Provide support, mentorship, and constructive feedback to bookkeepers and tax personnel.

• Oversee the ongoing tax and bookkeeping services for Complex-tier members.

• Evaluate year-round financial activities and analyze the implications of business decisions on bookkeeping and tax.

• Address escalations involving complex member scenarios such as rental property income and multi-state/nexus issues.

• Review bookkeeping records and federal/state tax returns, including Forms 1040, 1120-S, 1065, and schedules C/E/SE.

• Act as the internal technical authority on intricate accounting and tax matters.

• Offer guidance on multi-state apportionment, nexus, rental property basis, K-1 flow-through, and payroll sourcing.

• Collaborate with the enablement team to create playbooks and training materials.

• Enhance skills into additional service types or complex work areas.

• Document complicated scenarios, recognize patterns, and develop training and process enhancements.

⛳️ Requirements

• Active CPA, EA, or JD in the state of residency.

• Over 5 years of experience in scaling and integrating bookkeeping and tax operations.

• Expertise in handling complex bookkeeping and tax preparation.

• Familiarity with multi-jurisdictional regulatory compliance.

• Experience in preparing Forms 1040 and 1120-S, among others.

• Practical experience in managing high-volume workflows and extensive client portfolios.

• Strong analytical skills and a data-driven approach to problem-solving.

• Capability to translate complex tax issues into scalable processes.

• Proficiency in using Google Workspace and Slack.

• Experience with tax research and preparation tools such as CCH and GoSystems.

• Familiarity with issue-documentation tools like Jira and Confluence.

• Candidates must be legally authorized to work in the United States.

• Candidates must not require sponsorship for a US employment visa.

🏝️ Benefits

• $200 quarterly reimbursement to promote your well-being.

• Complimentary fresh lunch provided on in-office days for hybrid schedule employees.

• $150 monthly reimbursement for transit costs for those following a hybrid schedule.

• Flexible PTO in addition to 14 company holidays.

• Comprehensive medical, dental, and vision coverage for employees at 100%.

• Dependents receive 75% coverage for medical, dental, and vision.

• 16 weeks of fully paid parental leave.

• 401k retirement plan.

• Equity package.

• Quarterly virtual events.

• Annual in-person summit.