Tax Accounting Manager

Tax Accounting Manager

ROSE is a Finance as a Service (FaaS) leader, supporting a company's back office by harmonizing People, Process, Technology, Organization, and Data to empower our clients to become accomplished leaders. We achieve this by providing financial clarity and eliminating complexity through Easby®, a system of engagement built on enterprise-grade, hyper-automation technology that manages finance, accounting, and tax activities, converts data into information, and supports a team of experienced professionals to enhance a company's success by improving financial performance.

Rose Financial Solutions (ROSE®) is seeking a Tax Accounting Senior who has a strong tax background, leadership experience, and a passion for automation and process improvement. ROSE builds unique solutions for its clients, providing the people and technology small to mid-sized companies need to scale. If you love connecting great people to awesome solutions and are looking for that next big thing, apply here!

• Manage and review complex tax engagements, including corporate, fiduciary (complex, grantor, simple, and split-interest), gift, individual, partnership, and private foundation tax returns.
• Oversee preparation of tax work papers, lead sheets, tax projections, and estimated tax payments.
• Serve as a trusted advisor to clients by analyzing tax positions, identifying planning opportunities, and providing recommendations to minimize tax liabilities.
• Perform and review tax research to support planning and compliance initiatives.
• Oversee preparation and review of client compliance filings, including 1099 year-end information reporting, monthly or quarterly sales tax filings, annual business license and personal property tax returns.
• Stay current on federal, state, and local tax law developments and assess their impact on clients.
• Lead, mentor, and review the work of Tax Accounting Seniors and other team members.
• Assist with resource planning, workflow management, and engagement timelines.
• Support the general administration of the Tax Department, including process documentation and quality control.
• Lead or contribute to special projects, including process improvement, automation initiatives, and internal research efforts.
• Promote continuing education and knowledge-sharing within the tax team.

• Completed Bachelor's Degree in Accounting.
• EA or CPA is a plus (not required upon hire).
• Minimum 10+ years' experience in tax preparation and review.
• Excellent knowledge of federal and state tax laws and regulations.
• Strong knowledge of Excel, Word, and Quick Books.
• Demonstrated experience managing or mentoring staff.
• Strong written and verbal communication skills. Must be able to communicate clearly and concisely with senior management, client administration, portfolio managers and high-net-worth clients.
• Thrives in an environment that celebrates excellence and "does what it takes" to meet and exceed client and staff expectations.
• Strong reconciliation and analysis skills.
• Interest in process improvement and automation.
• A team player.

• Specific compensation will be based on the skills, experience, merit, location, education, and training.
• ROSE offers excellent benefits including Medical, Dental, Life, PTO days, Paid Holidays, a 401(k) Retirement Plan, Hybrid Work Options.
• See more on our state-of-the-art technology platform here: https://(Use the "Apply for this Job" box below)./

ROSE is an Equal Opportunity Employer. ROSE will not tolerate discrimination against any employee or applicants on any legally-recognized basis including, but not limited to: age; ancestry; childbirth or related medical condition; citizenship; color; creed; familial status; genetic information; height; weight; marital status; national origin; physical or mental disability or handicap; pregnancy; race; religion; sex; sexual orientation; uniform service member status or veteran status.

Third-party resume submissions are not accepted. Any resume submitted will be considered the property of ROSE, and ROSE will not be held liable to pay a placement fee.