We are seeking an experienced and strategic Tax Manager to help lead our tax preparation department. The ideal candidate will be a hands-on leader responsible for overseeing all aspects of tax preparation, compliance, and reporting for our diverse clientele. A key focus of this role will be to manage both our internal and offshore tax preparation teams, review complex tax returns, and develop and implement best practices and efficient workflows to enhance department productivity and accuracy. The position will have one or more direct report Tax Preparers and coordinate with the offshore tax preparation team, under the direction and supervision of the President.
Minimum Qualifications
5-8 years of progressive experience in tax preparation and compliance, with at least 2-3 years in a management or supervisory role
Bachelor’s degree in Accounting, Finance, Taxation, or a related field; Master’s degree in Taxation is a plus
Advanced certification required (e.g. CPA, EA)
Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, CRM platforms, UltraTax, etc.)
Proven experience managing or coordinating with offshore teams is essential
Knowledge of corporate and personal tax planning strategies
Additional experience in accounting, finance advisory, and/or consulting services
Key Responsibilities
Directly manage and mentor a team of internal tax preparation professionals
Oversee and coordinate the workflow, performance, and training of offshore tax preparation teams
Forster a collaborative and high-performing environment, ensuring clear communication and seamless handoff of work between internal and offshore teams
Manage and review the preparation of a wide range of tax returns, including federal, state, and local filings for individuals, partnerships, corporations, and trusts
Critically review complex tax returns and workpapers for accuracy, completeness, and compliance with federal and state tax laws
Serve as a final point of review for returns and a technical resource for the team on complex tax issues
Evaluate existing tax preparation workflows, identifying bottlenecks and opportunities for increased efficiency and accuracy
Leverage technology and automation to enhance the tax compliance process, from document collection to final filing
Create training materials and lead sessions to ensure all team members are proficient in new workflows and software
Manage and coordinate tax audits, inquiries, and correspondence with tax authorities
Act as a technical liaison between clients, tax authorities, and internal teams
Collaborate with other departments within the company to ensure a holistic approach to client service
Skills, Knowledge and Expertise
Exceptional leadership, coaching, and mentoring skills
Superior written and verbal communication skills
Strong analytical, problem-solving, and critical thinking skills
Strong organizational skills with meticulous attention to detail
Proven ability to manage multiple priorities and meet strict deadlines in a high-pressure environment
Excellent relationship management skills for clients and team members
High ethical standard, conducts self with honesty and integrity
Benefits
Remote work
Medical, dental, vision, life, and voluntary life insurance
401(k) with company match
Paid vacation and sick days
Paid holidays
Continuing education
Teambuilding events
Tax Alchemy is a tax preparation and financial advisory firm that serves high-net-worth (HNW) clients with comprehensive tax compliance, planning, and wealth management services. The firm operates with both internal and offshore tax preparation teams, managing complex tax returns for individuals, partnerships, corporations, and trusts across federal, state, and local jurisdictions. In addition to tax services, Tax Alchemy provides financial planning and advisory services through a structured pod model, delivering integrated guidance on investment strategy, retirement planning, tax optimization, risk management, and estate planning. The company combines technical tax expertise with relationship-focused financial advisory to deliver a holistic service experience to affluent clients.
