Company Overview
A tech-focused financial services firm is seeking a Tax Manager / Senior Manager / Director to join its Tax Technology Team. This fully remote position offers the opportunity to be part of a forward-thinking environment that is redefining how tax services are delivered through the use of advanced automation and technology.
Company Overview
A tech-focused financial services firm is seeking a Tax Manager / Senior Manager / Director to join its Tax Technology Team. This fully remote position offers the opportunity to be part of a forward-thinking environment that is redefining how tax services are delivered through the use of advanced automation and technology.
Job Responsibilities
- Serve as a key member of the Tax Technology Team, leading client engagements that leverage automation tools (Claude, ChatGPT, AI) to streamline tax preparation, review, and advisory processes.
- Manage and deliver high-quality tax compliance and planning services for a portfolio of individual, corporate, and partnership clients.
- Collaborate with internal engineering and AI teams to identify automation opportunities and enhance the firm’s technology capabilities.
- Oversee the implementation of technology-driven process improvements to optimize efficiency and accuracy.
- Lead, train, and mentor junior tax professionals, promoting best practices in technology adoption and client service.
- Partner with product and operations teams to design scalable workflows that improve client outcomes.
- Provide insight and expertise on federal and state tax matters, ensuring thorough and compliant deliverables.
- Engage in business development and growth initiatives, including attending industry events, client networking, and showcasing the firm’s technology-driven approach.
Qualifications
- Experience in public accounting with a strong background in tax technology, automation, and process improvement initiatives.
- Strong understanding of individual (1040), S-Corporation (1120-S), and Partnership (1065) returns.
- Proficiency in Drake, ProConnect, and/or Lacerte tax software.
- Demonstrated success in business development or client relationship expansion activities.
Compensation
Salary: $150,000 – $225,000 + Plus Equity
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