Tax Manager

Role Description

We're an AI-enabled corporate & personal tax prep firm, supporting 1,000+ of the most innovative founders and their companies. We work with hundreds of executives, HNWIs, and venture capitalists as part of our corporate offering, combining corporate tax, personal taxes, R&D credits, and bookkeeping in one firm to make tax season take as little of our clients' time as possible, without leaving any tax savings on the table.

Most tax work in this industry gets jammed into the back half of busy season by people who are tired and over-leveraged. We've built the firm so the technical experts on the most complex corporate returns get the time, source documents, and tooling to do the work right.

• You're the technical backbone for our corporate portfolio (either 1120 or 1065/1120-S, depending on your background).
• Our Client Success Managers own the non-tax administrative work; you make sure the work that leaves the firm is bulletproof.
• We optimize for the things that actually matter to the work:
• Own technical quality – you decide what "great" looks like in our 1065 and 1120-S work, and you keep us honest about it as we scale.
• No time-tracking – we don't track hours. We value results and empathy over arbitrary time-tracking.
• Build, don't repeat – we're a tech-forward firm. When you spot a recurring issue, you don't just fix it on this return; you partner with engineering to make sure it's caught automatically on the next one.
• Judgment over throughput – we'd rather you hold a return for one more day to get a §754 election right than push it out the door on schedule.

What you'll do:

• Be the go-to expert on 1065s and 1120-Ss (or 1120, depending on your background), owning the quality and accuracy of the work that leaves the firm.
• Do the heavy lifting: basis calculations, §754 adjustments, complex and special allocations, multistate and nexus analysis, equity comp reporting, distribution and waterfall mechanics.
• Read the source materials: operating agreements, partnership agreements, cap tables, and board consents — turn them into clean, supportable workpapers and returns.
• Partner with Client Success Managers who own the administrative work; you provide the technical backbone that makes their advisory credible.
• Cut through complexity for founders and CFOs — when a knotty flow-through question lands, you're the one who delivers a clear, practical "here's what we should do" answer.
• Guide the production team — review work, spot patterns, and turn one-off issues into repeatable steps so each return is cleaner than the last.
• Lean on our tech stack to drive efficiency and consistency — while knowing when judgment and a hands-on review are non-negotiable.

Qualifications

• CPA or EA designation, with 5+ years of hands-on experience with either 1120 or 1065/1120-S.
• Track record of owning technical quality at a firm with VC-backed clients, funds, or complex flow-throughs.
• Comfortable digging into operating agreements, waterfalls, distributions, and elections — and translating that complexity into clear explanations for non-tax people.
• You don't just get a return out the door; you want it to be right and defensible.
• You communicate clearly, flag issues early, document your thinking, and follow through.

Nice to haves

• Experience with private fund partnerships, GP/LP structures, or multi-tier flow-throughs.
• Prior exposure to a tech-forward or automated tax workflow.
• Interest in helping shape the future of a firm that treats tax as product-first.

Benefits

• Generous cash comp with meaningful equity upside.
• Fully remote, with twice-yearly company offsites.
• A modern tech stack — no SmartVault, no ShareFile, no PDF email tag — built specifically to make complex flow-through work faster and cleaner.
• A global, ex-Big-4 production and review bench so you spend your time on judgment work, not data entry.
• A book of complex flow-through clients spanning VC-backed startups, multi-tier funds, and high-growth SMBs.
• The chance to define how a tech-forward firm handles complex corporate work.