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    Senior Tax Accountant - Wilmington, United States - Red Bike Advisors

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    Description
    Job Description

    Job Description

    Description

    We are 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 Accountant to join our growing tax team to help drive this mission forward.

    As Senior Tax Accountant, you will work directly with clients to create and recommend tax planning and savings strategies, prepare complex business and individual tax returns, and identify and offer additional client service opportunities from our suite of services.

    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
    Manage client relationships with a high standard of proactive communication
    Consult with clients on tax matters and deliver tailored tax strategies
    Prepare and review tax deliverables efficiently, accurately, and timely
    Mentor and develop peers and associates
    Improve workflow processes to create efficiencies and optimize client experience
    Activity Summary

    Optimize team throughput and quality:
    Provide first-level review of tax returns, estimates, projections, workpapers, and other tax deliverables efficiently and to a high standard of accuracy and quality
    Prepare complex tax returns, estimates, projections, and tax strategies
    Perform tax research to answer questions, support tax strategy recommendations, and ensure compliance with federal, state, and local regulations
    Support management in meeting and exceeding production targets and deadlines for yourself and associates you are responsible for

    Prioritize client experience:
    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
    Identify and offer additional client service opportunities (such as bookkeeping, virtual CFO, M&A due diligence)
    Research and consult on complex tax matters and proactive solutions for clients
    Work with clients to resolve complaints or quality issues

    Continuous improvement:
    Identify and help execute on opportunities to improve team and client communication, processes, and collaboration
    Identify technology that will improve efficiency and accuracy
    Measures of Success
    Client satisfaction, loyalty and advocacy
    Timeliness and accuracy of tax deliverables
    Development of technical skills
    Process improvements
    Expectations for Remote Work
    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 a good fit for Red Bike if:
    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
    Qualifications and Experience
    Bachelor's or Master's in accounting from an accredited college or university
    1-3 years experience reviewing business and individual returns
    Minimum 3 years experience preparing corporate, partnership, and individual tax returns, multistate returns, planning, and projections. RSU/employee stock, real estate, and trust experience a plus.
    Expertise in tax code, compliance and procedures with business clients
    High proficiency with tax, accounting, and office software
    Licensed CPA or EA preferred
    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

    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.
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