
Tax Manager
Hiline
full-time
Posted on:
Location Type: Remote
Location: New York • United States
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Salary
💰 $85,000 - $100,000 per year
About the role
- Manage the day-to-day servicing of a portfolio of tax customers.
- Prepare and review individual & business tax returns accurately for timely filing.
- Perform customer multi-state compliance requirements for income tax filings.
- Perform financial analysis to identify tax saving opportunities for customers.
- Ensure high-value work is being prioritized, while maintaining internal controls and adherence to company procedures.
- Complete work that has been committed and assigned to within the planned work period.
- Be a technical resource and problem solver for team members, providing regular guidance.
- Offer innovative tax planning, consulting and compliance expertise to customers.
- Guide startups through key early-stage decisions (i.e., entity structure, tax matters, paying owners, etc.).
- Identify emerging areas of risk for customers as it relates to federal, multi-state, international tax, legal and compliance issues.
- Engage with customer's business stakeholders, attorneys, financial advisors and investors.
- Understand customers’ industries to provide tailored solutions.
- Communicate regularly with customers, business stakeholders and financial institutions.
- Collaborate with team members on problem-solving, building/enhancing processes and staying current with industry/legislative changes.
- Utilize workflow management tools to prioritize and track all customer tax work to completion, ensuring visibility and transparency to the team.
- Periodically lead or support team members and management on strategic initiatives and operational improvements.
- Demonstrate your ability to use good judgment in balancing the needs of customers while delivering an appropriate level of service and effectively collaborating cross-functionally with fellow team members.
- Effectively and clearly communicate with customers and team across various channels.
- Demonstrate teamwork, by speaking confidently on all meaningful, ongoing customer matters/initiatives and that they are being delivered on plan.
- Continuously seek opportunities to improve operations and company processes. Asks questions, offers ideas and suggests solutions.
- Exhibit our company’s brand, culture, and core values.
Requirements
- 5-7 years in public and/or private accounting performing individual & business tax preparation.
- Active CPA/EA license is required, with strong understanding of tax codes and laws.
- Strong interpersonal and communication skills.
- Able to think outside the box, effectively problem solve and collaborate with others with an eye to potential solutions.
- Possess strong stakeholder management skills, with a passion for customer success.
- Passion for continuous learning and general curiosity.
- Must be detail-oriented, well organized, able to prioritize effectively, manage time and projects effectively.
- Commitment and ability to meet critical business deadlines.
- Ability to work independently and collaboratively in a remote or hybrid work environment.
- Adaptable and comfortable working in a fast-paced, evolving startup-like environment.
- Professional confidentiality.
- Tech-savvy and highly proficient in Microsoft Suite.
- Software, technology, professional services and ecommerce experience is preferred.
- Capable of handling responsibilities beyond formal job duties.
Benefits
- Competitive salary and benefits package.
- Opportunity to be a pioneer in building a new and improved tax offering from the ground up.
- Flexible work arrangements, including remote work options.
- Collaborative and inclusive company culture.
- Professional development opportunities and career growth.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax preparationmulti-state compliancefinancial analysistax planningconsultingproblem solvingstakeholder managementproject managementtax codestax laws
Soft Skills
interpersonal skillscommunication skillscollaborationdetail-orientedorganizational skillstime managementadaptabilitycustomer successcuriosityteamwork
Certifications
CPAEA