Tax Manager remote

Tax Manager helps drive the success of tax engagements, ensuring high-quality service for our clients. Reporting to the Tax Director, this role manages all aspects of tax compliance, planning, and consulting. The Tax Manager leads a team of tax professionals, providing guidance, mentorship, and development to deliver accurate, efficient, and client-focused results.

As a BELAY Manager, you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission, vision, and core values daily, fostering a collaborative and positive team environment.

• Supervise and support a team of tax professionals, including senior associates and staff accountants, under the guidance of the Tax Director
• Manage workloads to ensure team members meet deadlines and deliver accurate work
• Conduct regular performance reviews, providing constructive feedback and identifying opportunities for professional development

• Develop and implement training programs to strengthen the technical skills and knowledge of the tax team
• Serve as a mentor and coach, offering career guidance and support to team members
• Stay current on tax laws and industry trends, ensuring the team is informed and trained accordingly

• Assist in managing a portfolio of clients, ensuring timely delivery of tax compliance, planning, and consulting services
• Build and maintain strong client relationships, understanding unique needs and providing tailored tax solutions
• Collaborate with the Tax Director to identify and pursue opportunities for additional services and business growth with existing clients

• Review and assist in the preparation of complex tax returns for individuals, corporations, partnerships, trusts, and tax‑exempt organizations
• Ensure compliance with federal, state, and local tax regulations, identifying opportunities for tax savings and mitigating risks
• Provide technical expertise and support on complex tax issues and transactions

• Identify and recommend process improvements to enhance efficiency and accuracy of tax compliance and reporting
• Leverage technology and tools to streamline tax workflows and reduce manual processes
  
  Collaborate with other departments to ensure integrated service delivery and client satisfaction

• This role requires a motivated and trustworthy self‑starter with strong communication and technological skills, who thrives independently and as part of a team, and is willing to roll up their sleeves to get the job done! Our ideal manager is flexible, creative, well‑organized and will conduct relational and efficient coaching at all times.
• Bachelor's degree in accounting, business, economics, and/or finance
• Certified Public Accountant (CPA) license or Enrolled Agent (EA) designation required
• 7+ years of related experience, with client services
• At least one year in a managerial role overseeing staff and 2‑3 years of tax return review experience including but not limited to PTEs, C‑Corporations, Individuals, Trusts, and Not-for-Profit Entities
• Experience with multi‑state entities and foreign owned U.S. based entities
• Excellent written and verbal communication skills
• Tax research experience, strong knowledge of the tax code, and proactive problem‑solving skills
• Strong leadership and interpersonal skills.

• Experience with small business and startup companies
• Experience with Thomson Reuters Ultratax
• Experience with Quick Books Online