Tax Manager

Division: 3B Tax Tactics:
Strategic tax advisory and filing services for enterprises pursuing compliant, transparent, and well-governed, compounding tax efficiencies.

Location: United States (Remote, with some selective onsite client meetings for client reassurance).

Engagement Type: Full-Time | Leadership Track.

Reports To: Director of Tax Operations / Managing Partner.

Team: Four offshore/onshore tax associates with one designated point of contact.

The US-Licensed CPA Tax Manager serves as the execution authority for the modern federal and state tax production and advisory premium service line, supervising a four-person tax delivery team while preserving regulatory precision, throughput integrity, and institutional-grade quality standards throughout the tax season.

This role owns tax review, sign-offs, e-file, tax team training with workflow design, SOP improvement, quality governance, IRS-compliant delivery systems, daily performance leadership, and the build-out of the firm's Tax Advisory Modules, converting compliance work into repeatable, defensible advisory engagements across Tax Advisory (3B Tax Tactics: often delivered quarterly) frameworks and 3B Finance Focus (often delivered monthly).

• Lead preparation, review, and client advisory for partnerships, C-corporations, S-corporations, multi-entity, multi-state filings, HNWIs, estates, trusts, and foreign entity/expatriate filings.
• Resolve complex tax issues, including notices, carry forwards, reconciliations, and technical adjustments.
• Enforce federal and state compliance protocols and maintain filing traceability.

• Architect standardized advisory modules covering entity structuring, depreciation optimization, R&D credits, SALT exposure, basis governance, and trust & estate coordination.
• Include handoff and engagement routing with a Tax Attorney when required.

• Supervise a four-person tax team with a designated daily point of contact.
• Design and enforce seasonal workflows from intake through year-round deliverables.
• Drive throughput metrics, capacity planning, and escalation handling.

• Accuracy above 98%
• SLA adherence
• Client satisfaction and rework minimization
• On-time filing ratio
• SaaS & Technology Companies:Support for scaling organizations with stock-based compensation, R&D credit qualification, multi-state nexus exposure, revenue recognition complexity, and event-driven tax planning.
• REITs & Commercial Real Estate Private Equity:Portfolio-aligned filing strategies, cost segregation coordination, 1031 pathways, entity stacking, and property-level tax treatments, K1s aligned with a waterfall distribution structure.
• Private Equity & Venture Capital:Fund structuring, waterfall distribution support, tiered partnership filings, deal-driven tax strategy, and investor-ready compliance.
• High-Net-Worth Individuals:Complex individual tax planning, multi-entity income structures, and advanced compliance.
• Professional Services Firms:Partner allocations, compensation structuring, pass-through optimization, and multi-state compliance.

• US CPA license in good standing.
• Active PTIN.
• A minimum of 7 years of US tax experience. 10+ years of experience preferred.
• Bachelor's in Accounting.
• Additional credentials preferred: MBA, MS in Taxation, IRS EA, JD/LLM in Taxation.
• Preferred:
  Big 4 Experience, especially in the taxation tracks.
• Effective and cybersecure leadership over distributed teams.
• Tax Software:
  Pro Connect Online (with Transcript Delivery System),
  Ultra Tax, CCH Axcess Tax, and/or Drake.
• Financials Software: Quick Books Enterprise, Net Suite, Quick Books Online, Quick Books Desktop, Fresh Books.
• Document Management Systems
  :
  Verifyle, Adobe PDF, Google Workspace, Docu Sign, Panda Doc, etc.
• CRM, Practice Management, and Communications: Hub Spot, Verifyle, Karbon, Tax Dome, Docu Sign, Calendly, Google Meet, Ring Central.
• Generative AI Policy: Use of generative AI tools is permitted solely as a productivity aid and is subject to documented review, professional judgment, and final approval by a US-licensed CPA prior to client delivery.