Accounting & Tax Manager.

Accountabilities

As Accounting & Tax Manager, you will oversee client engagements, maintain high standards of financial and tax compliance, and provide strategic guidance while developing the people and processes that support the firm's growth.

• Lead and supervise monthly accounting and tax processes across a portfolio of small business clients.

• Serve as the primary point of contact for client communications, relationship management, and strategic financial planning.

• Ensure accurate and timely financial reporting and tax filings while identifying opportunities to deliver additional advisory value.

• Coach, mentor, and develop team members, supporting their professional growth and preparing future leaders.

• Collaborate with internal teams to improve workflows, implement technology, and create scalable accounting processes.

• Promote a culture of teamwork, accountability, ownership, and strong performance.

• Build trusted, long-term relationships with business owners across a variety of industries.

• Contribute to the ongoing development of a client-centric accounting and advisory experience.

Requirements

The ideal candidate is a technically strong accounting professional with public accounting experience, proven leadership capabilities, and a genuine interest in helping business owners succeed.

• At least five years of public accounting experience, preferably in a client-facing role.

• CPA or EA credential preferred; equivalent experience managing tax and accounting engagements will also be considered.

• Strong knowledge of GAAP, tax compliance, and advisory-oriented client service.

• Demonstrated experience leading teams, supervising work, and mentoring accounting professionals.

• Ability to manage complex tax matters and oversee accounting and tax engagements independently.

• Excellent communication, organizational, and follow-through skills.

• Comfortable working in cloud-based accounting environments and modern workflow platforms.

• Familiarity with tools such as QuickBooks Online, Xero, Karbon, Ramp, Gusto, and Bill.com.

• A leadership mindset grounded in being Hungry, Humble, and Smart.

• Must be legally authorized to work in the United States without requiring employer-sponsored visa support now or in the future.

Benefits

• Annual base salary of $115,000–$140,000, plus a performance-based bonus structure.

• Company-paid health, dental, and vision insurance.

• Generous paid time off, including dedicated volunteer time.

• Flexible working hours and a genuine commitment to work-life balance.

• Busy-season workload typically around 42–48 hours per week.

• Ongoing professional development opportunities.

• Clear career progression and opportunities to grow into greater leadership responsibilities.

• Collaborative, supportive team environment that values trust, ownership, and professional growth.