Tax Manager remote

Tax Manager helps drive the success of tax engagements, ensuring high-quality service for our clients. Reporting to the Tax Director, this role manages all aspects of tax compliance, planning, and consulting. The Tax Manager leads a team of tax professionals, providing guidance, mentorship, and development to deliver accurate, efficient, and client-focused results.

Duties and responsibilities

As a BELAY Manager, you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission, vision, and core values daily, fostering a collaborative and positive team environment.

Team Management & Support

Supervise and support a team of tax professionals, including senior associates and staff accountants, under the guidance of the Tax Director

Manage workloads to ensure team members meet deadlines and deliver accurate work

Conduct regular performance reviews, providing constructive feedback and identifying opportunities for professional development

Mentorship, Coaching, & Training

Develop and implement training programs to strengthen the technical skills and knowledge of the tax team

Serve as a mentor and coach, offering career guidance and support to team members

Stay current on tax laws and industry trends, ensuring the team is informed and trained accordingly

Client Service & Relationship Management

Assist in managing a portfolio of clients, ensuring timely delivery of tax compliance, planning, and consulting services

Build and maintain strong client relationships, understanding unique needs and providing tailored tax solutions

Collaborate with the Tax Director to identify and pursue opportunities for additional services and business growth with existing clients

Tax Compliance & Technical Expertise

Review and assist in the preparation of complex tax returns for individuals, corporations, partnerships, trusts, and tax-exempt organizations

Ensure compliance with federal, state, and local tax regulations, identifying opportunities for tax savings and mitigating risks

Provide technical expertise and support on complex tax issues and transactions

Process Improvement & Efficiency

Identify and recommend process improvements to enhance efficiency and accuracy of tax compliance and reporting

Leverage technology and tools to streamline tax workflows and reduce manual processes

Collaborate with other departments to ensure integrated service delivery and client satisfaction

Qualifications

This role requires a motivated and trustworthy self-starter with strong communication and technological skills, who thrives independently and as part of a team, and is willing to roll up their sleeves to get the job done! Our ideal manager is flexible, creative, well-organized and will conduct relational and efficient coaching at all times.

Bachelor's degree in accounting, business, economics, and/or finance

Certified Public Accountant (CPA) license or Enrolled Agent (EA) designation required

7+ years of related experience, with client services

At least one year in a managerial role overseeing staff and 2-3 years of tax return review experience including but not limited to PTEs, C-Corporations, Individuals, Trusts, and Not-for-Profit Entities

Experience with multi-state entities and foreign owned U.S. based entities

Excellent written and verbal communication skills

Tax research experience, strong knowledge of the tax code, and proactive problem-solving skills

Strong leadership and interpersonal skills.

Preferred but not required:

Experience with small business and startup companies

Experience with Thomson Reuters Ultratax

Experience with Quickbooks Online