Accounting and Tax Manager

We’re hiring an Accounting & Tax Manager (ATM) to manage a section of our business clients and support our accounting team with process excellence and collaborative energy. This is a full-time, in-person or hybrid position with a stable, process-driven, people-first team.

What this job IS:

• Serving small business clients year-round
• Surrounded by great staff, accountants, and admin teams
• Flexibility
• Proven systems and software
• Collaborative team
• Continuous learning and improvement
• Building client relationships and talking to small business owners

Responsibilities

• Supervise the monthly accounting and tax process for a portfolio of small business clients
• Provide real-time planning, proactive insights, and practical financial guidance
• Prepare and/or review tax returns (990s, 1040, 1065, 1120) and manage workload throughout the year
• Support and collaborate with staff accountants to ensure accuracy and consistency
• Conduct quarterly client meetings, provide Loom video tax summaries, and build strong client relationships
• Ensure timely delivery of tax projections, estimates, and financial reports

Qualifications

• +2 years of experience with QuickBooks Online
• +4 years of experience preparing tax returns
• Comfortable working with small business owners and building relationships
• Evidence of supervisory ability
• Bachelor's Degree or equivalent (Accounting emphasis is helpful, but not required)
• Enjoys numbers and is technologically savvy with computers
• Enrolled Agent or CPA

We offer:

• Continuing education credits
• Flexible schedule
• Paid time off
• Professional development assistance
• Relocation assistance
• Retirement plan