Tax Manager

**The Position**: This a full-time, remote position. The Tax Manager will be responsible for delivering high quality client deliverables while providing expert service and support. You will serve a variety of small businesses, understand their needs, and deliver insights to help drive improved results. As a key member of our management team, you will have an integral role in managing clients and growing the firm. This role also includes the potential to develop new service offerings, e-courses, and technology automations - and share in profits generated from such.

**Key Responsibilities**:

- Be a point of contact for small business clients, answering applicable questions, providing insight into their business, and offering a high level of service while meeting key deadlines
- Review business (S Corporation, partnership, and C Corporation) and business owner tax returns
- Prepare / review detailed tax plans and advise on tax planning strategies for small businesses
- Review quarterly tax estimates
- Work with and develop relationships with clients using video platforms and recording tools such as Loom
- Respond to tax notices received and coordinate with IRS and states on behalf of small business clients
- Leverage the latest technology to automate repeatable tasks and optimize workflow and client results

**Other Duties**:

- Assist in onboarding, internal process improvements, and other internal initiatives
- Help build content, including podcasts, YouTube videos, blog posts, and social media posts
- Ability to earn profit share through development of e-courses, technology automations, and new service offerings

**Qualifications**:

- 4-year accounting degree required
- CPA Preferred
- 3-4 years in Public Accounting preferred
- Experience preparing and/or reviewing business and individual tax returns, quarterly tax estimates, and tax plans
- Experience with or interest in working directly with small business owners
- Detail oriented with strong understanding of tax and accounting principles
- Strong verbal and written communication skills to effectively explain financial concepts to clients
- Ability to solve problems in a fast-paced and rapidly growing environment
- Familiarity with QuickBooks Online, Intuit ProConnect, Fathom, and advanced Excel skills a plus

**Benefits**:

- Competitive Benefits
- Remote Work
- Annual Bonus
- Profit Sharing Opportunities
- Technology Reimbursement
- CPE stipend

**About Us**: Scale CPA is setting out to change the accounting game. We are a rapidly growing cloud-based accounting and tax firm that does things a bit differently. Started by two seasoned CPAs who previously worked as Big Four Managers, Scale CPA is on a mission to bring the Big Four level of expertise and service to the small business sector; while building a culture of creativity and innovation to push the profession forward. We work primarily with e-commerce companies and coffee shops and leverage the latest accounting tech to provide an end-to-end package of bookkeeping, strategic CFO, tax planning and tax compliance services for our clients. And that’s just the beginning - beyond services, Scale CPA seeks to build out e-courses and technology automations, to _scale _our expertise and help to transform public accounting from a service-only industry, to a technology-driven, innovative field.

Tired of the traditional accounting space, and looking for something a bit different? Come join us

**Compensation**:50-70k USD

Pay: $50,000,000.00 - $70,000,000.00 per year

**Education**:

- Bachelor's (preferred)

**Experience**:

- Tax: 3 years (preferred)

License/Certification:

- CPA (preferred)