- Conduct final review of tax returns and sign returns
- Consult with clients on proactive tax strategy and, when needed, resolve their complaints
- Coach, mentor, and manage a team of tax professionals
- Own tax team processes and KPIs
- Mentor, train, and coach team members to meet and exceed performance targets
- Hold team accountable to production targets, project statuses, and deadlines
- Develop and revise processes to optimize and streamline the tax preparation process
- Timely review tax returns and other deliverables for accuracy and alignment with established client tax strategy, savings opportunities, and compliance with tax law
- Maintain and strengthen strong client relationships by managing their expectations, consistently delivering value, and prioritizing both proactive and responsive communications
- Translate "tax code" into "business owner speak"
- Identify and operationalize areas where clients can save money on taxes
- Work with team members to create and execute communication plans for clients
- Identify and offer additional client service opportunities (such as bookkeeping, virtual CFO, M&A due diligence)
- Work with clients to resolve complaints or quality issues
- Research and consult on complex tax matters and proactive solutions for clients
- Identify and help execute on opportunities to improve team and client communication, processes, and collaboration
- Identify and implement technology that will improve efficiency and accuracy
- Client satisfaction, loyalty and advocacy
- Team KPIs
- Employee engagement
- Clean, quiet video background
- Business casual attire for client interactions
- "Core" hours overlapping with other team members to collaborate efficiently
- We provide a laptop, 2 monitors, and docking station as needed
- You're an exceptional communicator who puts client experience front and center
- You have a deep desire to help businesses grow and prosper with smart tax and finance strategy
- You thrive in a fast-paced environment and can multitask, prioritize, and organize your work autonomously
- You take ownership of your work and your clients and drive projects to completion
- Are "analytically creative" and take time to understand client's tax situation, form insights, and recommend courses of action
- Are a continuous learner who is committed to ongoing learning and application of best practices and latest updates in tax, tax strategy, and technology
- You want a career and long-term client and team relationships, not a job
- Licensed CPA or EA
- 5-10 years of relevant professional experience
- Demonstrated ability to lead and manage teams and multiple projects and clients
- High proficiency with tax, accounting, and office software
- Extensive corporate/partnership/individual/multistate tax knowledge. RSU/employee stock, real estate, and trust experience a plus.
- Expertise in tax code, compliance and procedures with business clients
- Creators of value: We don't trade time for money or value our services on internal overhead and desired profit margin, but rather on the exponential value our services bring to our clients.
- Excellent communication: Thoughtful, proactive communication is the backbone of trusting client relationships. All other areas of expertise being equal, we highly value team members that prioritize the customer experience.
- Analytical creativity: Finance is so much more than numbers We are pros at first uncovering client goals, and then analyzing the numbers and patterns to help clients think holistically about business growth and tax strategy.
- Learning, growth, and progress: We highly value taking action, learning from mistakes, and being lifelong learners both inside and outside of the industry.
- Accountability: "What gets measured, gets managed" is not just a finance axiom (although it's 100% true) We hold ourselves accountable to our mission, vision, values, an exponentially valuable client experience, KPIs, and to delivering on our promises.
-
Senior Tax Manager VAT
2 weeks ago
Continental Hanover, United StatesStellenbeschreibung · Nationale und internationale Beratung von Gesellschaften des Continental Konzerns im Bereich der UmsatzsteuerWeiterentwicklung von Maßnahmen zur Sicherstellung von Qualität und Umsatzsteuer Compliance mithilfe der Digitalisierung und AutomatisierungÜberwach ...
-
Tax Manager
1 week ago
Relevante Wilmington, United StatesJob Description · Job DescriptionSalary: $ 120,000.00 · We have partnered with a large CPA firm in Wilmington, NC to provide them with a Tax Manager. Please review the below description and let us know if you are interested. · Prioritized Must Have Skills for the Tax Manager: · # ...
-
Senior Tax Manager
2 weeks ago
Red Bike Advisors Wilmington, United StatesSenior Tax Manager · Full-Time | Remote | Tax & Accounting · Description · Red Bike Advisors is a 100% virtual tax & accounting firm with team members located all over the United States and headquarters in Wilmington, NC. We provide virtual CFO, accounting, tax strategy & fili ...
-
tax manager
1 week ago
Jobot Wilmington, United StatesTax Manager - Estates and Trusts / Probate (Hybrid remote work) · This Jobot Job is hosted by: Mark Schluter · Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. · Salary: $100,000 - $140,000 per year · A bit about us: · Founded in the 196 ...
-
Tax Manager
1 week ago
T.J.T. Wilmington, United StatesTJT is seeking an experienced Tax Manager (Generalist) to become an integral part of our tax team in a full-time capacity. This is an exciting opportunity to serve as a valued business advisor and deliver industry-focused taxation services to middle market clients. As a Tax Manag ...
-
Tax Manager
1 week ago
Care Dynamics Inc Wilmington, United StatesJob Description · Job Description · Now Hiring: · Tax Manager · Location: Wilmington, NC · Experience Required: 5+ years in Tax/Accounting · We are looking for an experienced Tax Manager to join our Wilmington office. This is a great opportunity for candidates who excel in p ...
-
Tax Manager, US Tax Provision
1 week ago
International Flavors & Fragrances Wilmington, United StatesRequisition ID : · Job Description · At IFF, an industry leader in food, beverage, health, biosciences and sensorial experiences, science and creativity meet to create essential solutions for a better world - from global icons to unexpected innovations and experiences. With the ...
-
Senior Tax Manager
4 weeks ago
Red Bike Advisors Wilmington, United StatesJob Description · Job Description Senior Tax Manager Full-Time | · Remote · | · Tax & Accounting · Description · Red Bike Advisors is a 100% virtual tax & accounting firm with team members located all over the United States and headquarters in Wilmington, NC. We provide virt ...
-
Senior Tax Manager
2 weeks ago
Red Bike Advisors Wilmington, United StatesSenior Tax Manager · Full-Time | Remote | Tax & Accounting · Description · Red Bike Advisors is a 100% virtual tax & accounting firm with team members located all over the United States and headquarters in Wilmington, NC. We provide virtual CFO, accounting, tax strategy & filing ...
-
Direct Hire role of a Tax Manager in Wilmington, NC
20 hours ago
moxieit Wilmington, United StatesJob Description · Job DescriptionJob Title: Tax Manager · Duration: Direct Hire/Permanent · Location: Wilmington, NC, 28403 · Job Description: · We have partnered with a large CPA firm in Wilmington, NC to provide them with a Tax Manager. Please review the below description and ...
-
Tax Manager, Transfer Pricing
3 weeks ago
Jobot Wilmington, NC, United StatesTax Manager - Estates and Trusts / Probate (Hybrid remote work) · This Jobot Job is hosted by: Mark Schluter · Founded in the 1960's, we are a Certified Public Accounting and consulting firm focused on serving the audit, tax, accounting, and consulting needs of companies and ind ...
-
Business Enterprise Advisory Manager
2 weeks ago
Withum Hanover, United StatesLooking to work at a firm that encourages a work life balance and a path to Partnership? · Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today's modern business landscape. Withum empowers client ...
-
Tax Director
2 weeks ago
Marcum Search East Hanover, United StatesMarcum LLP offers a great career with exceptional benefits. · There's a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading techn ...
-
Tax Senior
2 weeks ago
Marcum Search East Hanover, United StatesMarcum LLP offers a great career with exceptional benefits. · There's a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading techn ...
-
Tax Staff- January 2025
2 weeks ago
Marcum LLP East Hanover, United States Full timeMarcum LLP offers a great career with exceptional benefits. · There's a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading techno ...
-
Entry Level Finance Position
4 weeks ago
Allegis Global Solutions Hanover, United States Full timeJob Description · The Accounts Receivable Associate (ARA) is responsible for client payment reconciliations, cash application, supplier payments, month end accounting/tax reports and accounts receivable functions of our Programs. They provide support to our Clients, Program Offic ...
-
Associate Director, Gift Planning
2 weeks ago
InsideHigherEd Hanover, United States Administrative Jobs ,Posting date:04/25/2024 · Open Until Filled:Yes · Position Number:0040801 · Position Title:Associate Director, Gift Planning · Department this Position Reports to:Gift Planning · Hiring Range Minimum:$77,800 · Hiring Range Maximum:$90,000 · Union Type:Not a Union Position · SEIU ...
-
Healthcare Valuation Manager
2 weeks ago
Lindquist LLP Hanover, United StatesWithum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today's modern business landscape. Withum empowers clients with innovative tools and solutions to address their accounting, tax and overall business ...
-
Senior Accountant
1 week ago
TEKsystems Hanover, United StatesOverview · About TEKsystems and TEKsystems Global Services · We're TEKsystems. We accelerate business transformation for our customers. We bring real-world expertise to solve complex technology, business and talent challenges—across the globe. We're a team of 80,000 strong, wor ...
-
DMV Title Registration Clerk
2 weeks ago
Victory Automotive Group Hanover, United States Part timeJob Description: DMV Title Registration Clerk · The Title Clerk performs a wide range of administrative and office support duties associated with vehicle documentation, such as taxes, titles, registrations, license plates, and other legal transfer documents regarding vehicle s ...
Senior Tax Manager - Wilmington, United States - Red Bike Advisors
Description
Job Description
Job DescriptionSenior Tax ManagerFull-Time | Remote | Tax & Accounting
Description
Red Bike Advisors is a 100% virtual tax & accounting firm with team members located all over the United States and headquarters in Wilmington, NC. We provide virtual CFO, accounting, tax strategy & filing, tax controversy & resolution, and fraud & forensic investigation services to business and individual clients.
We're on a mission to equip our clients with finance and tax insights that create exponential value for their companies, customers, employees, and families. Our team are A-players who execute on this vision every day and have a passion for delivering value to clients. Our innovative culture includes remote work, flexible schedule, job-sharing, unlimited PTO, an autonomous yet collaborative work environment focused on KPs and culture, not hours billed, and health insurance and 401(k) matching.
We are seeking a Senior Tax Manager to join our growing tax team to help drive this mission forward. As Senior Tax Manager, you will oversee business and individual tax client relationships; lead, manage, and develop the tax team and review their work; and collaborate with Accounting, Virtual CFO, and Disputes team members to create a holistic and strategic client experience.
Team members who thrive at our firm have impressive time management skills, are self-starters, take pride in the quality of their work, and put the client experience front and center.
Areas of Responsibility
Activity Summary
Optimize team throughput and quality:
Prioritize client experience:
Continuous improvement :
Measures of Success
Expectations for Remote Work
You're a good fit for Red Bike if:
Qualifications and Experience
About Red Bike Advisors
Red Bike Advisors is on a mission to equip clients with finance and tax insights that create exponential value for their companies, customers, employees, and families. Founded in 2009 as Adam Shay, CPA, PLLC, the firm provides Virtual CFO, accounting & bookkeeping, tax strategy & filing, tax controversy & resolution, and fraud & forensic investigative services to business and individual clients. The company is based in Wilmington, North Carolina and serves clients across the U.S. who are craving a strategic, rather than transactional, relationship with their finance and accounting firm. To learn more, visit
Our Values
Powered by JazzHR
gMMTftA68S