Job description

Our client, a high-growth financial services startup specializing in bookkeeping, payroll, and tax strategy for real estate professionals, is seeking a Tax Manager to lead strategic tax planning, preparation, and filing. This role requires a CPA or EA with strong leadership skills, tax expertise, and a passion for helping entrepreneurs navigate their finances. If you are an experienced tax professional who thrives in a fast-paced, high-impact environment, we encourage you to apply.

Location: Fully-Remote (Work from Home), 9 AM - 5 PM EST

Key Responsibilities

Strategic Tax Leadership: Execute tax strategies, planning, and mid-year reviews for approximately 300 members, ensuring compliance and financial optimization.
Team Management: Lead a tax pod consisting of a junior accountant and tax administrator, overseeing training, performance, and professional development.
Business Development & Client Growth: Identify opportunities for upsells within the membership base, foster client relationships, and assist in converting new members through consultations.
Tax Planning & Compliance: Provide expert tax guidance to real estate business owners and investors with S-Corps, C-Corps, and Partnership configurations across multiple states.
Financial Analysis & Recommendations: Review financial statements, entity structures, deductions, credits, and payroll adjustments for tax efficiency.
IRS & State Compliance: Manage state and federal tax filings, quarterly payment reminders, and IRS notices, ensuring full compliance.
Process & Technology Management: Utilize an encrypted tax portal for secure document sharing, CRM tools for client engagement, and automation software to enhance workflow.

What Success Looks Like

Client Satisfaction & Retention: High client retention rates, with members receiving proactive, strategic tax support.
Scalability & Team Growth: A high-performing tax team that supports the firm’s rapid expansion.
Optimized Tax Strategies: Members benefit from maximized deductions, credits, and strategic tax planning.
Operational Efficiency: A streamlined, tech-driven tax workflow that ensures accuracy and compliance.

Qualifications

Experience

Certified Public Accountant (CPA) or Enrolled Agent (EA) required.
5+ years of tax experience, preferably working with real estate clients.
1-3 years of management experience, leading tax teams or divisions.

Skills

Proven ability to retain clients and foster long-term relationships.
Strong understanding of real estate tax strategies, including cost segregation, Augusta rule, and 1031 exchanges.
Proficiency in tech-driven accounting workflows, CRMs, and secure client portals.
Excellent written and verbal communication skills, with the ability to simplify complex tax concepts for clients.
Strong problem-solving and multitasking skills, with a proactive approach to handling client needs.

Traits

Self-motivated and independent, with a commitment to delivering high-quality work.
Highly organized and detail-oriented, ensuring accuracy and efficiency in tax preparation.
Entrepreneurial mindset, comfortable working in a startup environment with rapid growth.
Tech-savvy, adaptable to learning new platforms and improving processes.

Opportunity

This is a rare opportunity to join a fast-growing financial firm transforming tax strategy for real estate professionals. As a Tax Manager, you will lead a team, drive tax planning and compliance, and play a critical role in scaling operations. If you are a seasoned tax professional looking for career growth, leadership opportunities, and the chance to make a significant impact, we encourage you to apply.