Senior Manager, Accounting & Tax Operations

📋 Description

• Understand Complex-tier members' financial background, business structure, goals, and tax
• Support your team of bookkeepers and tax staff, ensuring their continuous growth and capability.
• Manage our complex-tier members for ongoing tax and bookkeeping delivery. This includes reviewing
• Handle escalations from less-complex members whose situations have crossed into complex-tier member
• Review bookkeeping and federal/state tax returns (Form 1040, 1120-S, 1065, and schedules such as
• Serve as the in-house technical expert when our accounting or tax teams encounter complex

🎯 Requirements

• Credentials: Active CPA, EA, or JD in state of residency.
• Experience: 5+ years of experience scaling and bridging bookkeeping and tax operations. Technical
• Skills: Strong analytical and data-driven problem-solving skills; ability to translate deep tax
• Tools: Comfortable working within Google Workspace, Slack, tax research/preparation tools (e.g.

🎁 Benefits

• Remote-Friendly Environment: Flexibility to work from home while staying connected to the team.
• Health & Wellness: $200 quarterly reimbursement to support your well-being.
• Fresh Lunch: Provided on in-office days for those in a hybrid schedule.
• Commuter Support: $150 monthly reimbursement for transit expenses for those in a hybrid schedule.
• Health & Wellness: $200 quarterly reimbursement to support your well-being.
• Time Off: Flexible PTO plus 14 company holidays.