Tax Manager

Red Bike Advisors

Tax Manager at Red Bike Advisors assisting healthcare practice owners with tax strategy as part of a fully remote team. Oversee tax planning and team development while ensuring high-quality client service.

Posted 7/21/2026full-timeRemote • North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax strategy development and execution, with a strong focus on client relationship management and team leadership. Proficient in preparing and reviewing complex tax plans while ensuring compliance and alignment with client goals.

Highest-signal resume keywords

Licensed CPA or EATax Strategy DevelopmentTeam Leadership and DevelopmentTax Software ProficiencyPublic Accounting Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax PlanningTax ComplianceTax Return ReviewStrategic Tax PlanningIndividual TaxationCorporate TaxationPartnership TaxationTrust TaxationKPI ManagementTechnical Accuracy

Soft Skills

Detail-OrientedSelf-AccountableProactive CommunicationCoaching and Mentoring

Tools & Technologies

Tax SoftwareProductivity Tools

Certifications & Qualifications

CPAEA

Industry Keywords

Public AccountingTax CounselClient Relationship ManagementTax Strategy ConversationsTax Matters Research

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Licensed CPA or EA (required)
At least 6 years of tax and accounting experience in a public accounting firm
Demonstrated experience leading and developing a team of tax professionals
Extensive knowledge of individual, corporate, and partnership taxation; trust experience a plus
Experience conducting or leading tax planning conversations with business clients, not just preparing returns
High proficiency with tax software, and productivity tools; comfortable learning new systems
Self-accountable, detail-oriented, and comfortable working in a fully remote environment.

Benefits

Comp & perks

Remote work : Great results and strong team culture, no daily commute required.
Flexible schedule : We are after exponential results, not green-light-on-Slack from 8 to 5.
Flexible time off : Take time when you need it. We trust you to get your work done or get it covered.
Paid holidays : New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Thursday and Friday, and the week between Christmas and New Year's Day.
Referral bonuses : A-players know other A-players. We bonus team members who bring great people in.
Continuing education : We cover required CPE hours and relevant state or national licenses.
Incentives : Competitive base salary plus incentives for new client referrals and for hitting firm benchmarks.
Benefits : Health, vision, and dental insurance options plus company-paid life insurance.
Retirement : Company-sponsored 401(k) with company match.
Technology : Company-provided laptop, monitors, docking station, mouse, and keyboard.