Red Bike Advisors

• Serve as the executive-level relationship owner for a multi-million dollar book of business, ensuring clients receive proactive, strategic, and timely tax counsel year-round
• Lead tax strategy conversations with clients, identifying planning opportunities beyond compliance
• Meet with key clients to review tax positions, adjust strategy, and document learnings into repeatable processes
• Prepare and/or review strategic tax plans for technical accuracy, long-term savings, and appropriateness for client goals
• Research and consult on complex tax matters; involve outside resources when appropriate and document the outcome
• Identify and surface additional service opportunities for clients; hand off to the appropriate team member
• Review tax returns, projections, and strategic tax plans prepared by team members for technical accuracy, alignment with client tax strategy, and compliance with current law
• Manage, coach, and develop a team of tax professionals toward both technical skill and efficiency
• Own tax department's KPIs: capacity, utilization, turnaround time, time under budget, average hourly rate, and percent tax work complete

Tax Manager