Accounting and Tax Manager

The Role:

As our future manager, you will oversee a small team and a portfolio of clients.

Responsibilities Include:

While your tasks will vary day to day, we have built-in, recurring deadlines that will need to be met. We keep routine, but avoid the mundane. 🙂

+ Onboard new clients

+ Advise clients on their small business accounting and tax needs, including being the point of contact for your direct book of clients and the clients you indirectly serve through oversight

+ Support the month and quarter-end close processes by managing internal processes to ensure client work stays within budget

+ Review completed financial reports for accuracy; work with accountants and bookkeepers to ensure the reports are completed timely and meet quality control standards

+ In addition to management, you will also have a small book of clients that you will be responsible for and will need to support and close them monthly/quarterly by reviewing data recorded during the period by the bookkeeper and preparing reports on both a cash and accrual basis with financial analysis notes sent to the client

+ Create, maintain, and review workpapers for clients

+ Prepare and review tax projections on a monthly/quarterly basis with ongoing planning and research for our clients including entity structure and retirement contribution tax strategies

+ Prepare and review sales tax returns

+ Prepare and review tax returns (federal and state; 1040, 1120, 1065, 1120s)

+ Review and assist the team with all facets of payroll from both a compliance and tax planning perspective

+ Research

+ Budget and forecasting preparation, analysis and review

+ Accounts receivable and accounts payable oversight

+ Work with various state and federal agencies and the team to register businesses, obtain EINs, register payroll, and respond to notices

+ Ensure that we’re keeping client files organized digitally

+ Manage and troubleshoot various software integrations (Xero, QBO, HubDoc, Expensify, Zapier, Shopify, Square, Stripe, etc)

What We’re Looking For:

If this ad speaks to you, please apply even if you feel like you might not have all of the skills below. This is just a general list, it’s by no means a requirement.

+ At least five years of accounting experience, public preferred, in a supervisory role


+ Experience working with small businesses (specifically closely held pass-through entities)

+ Experience with accrual / GAAP reporting and workpapers

+ Experience with preparing and advising on small business taxes (Schedule C, S-Corp, C-Corp and Partnerships)

+ Strong problem solving and analytical skills

+ A love for technology and intuitive computer skills

+ Ability to take ownership, while realizing when it’s time to reach out for help

+ A deep understanding of the financial statements; the relationship between them, what it all means, and the ability to explain the numbers to our team and clients in their language

+ Strong excel skills; you don’t need to know how to build macros but if a string of formulas goes awry you should be able to troubleshoot and correct


+ Willing to undergo a background check

Benefits Offered:


+ 401k match

+ Advancement opportunities

+ Flexible schedule

+ Summer Fridays

To Apply:

Click here.