Tax Manager: US-Licensed CPA

Position: Tax Manager: US-Licensed CPA Division: 3B Tax Tactics: Strategic tax advisory and filing services for enterprises pursuing compliant, transparent, and well-governed, compounding tax efficiencies. Location: United States (Remote, with some selective onsite client meetings for client reassurance). Engagement Type: Full-Time | Leadership Track. Reports To: Director of Tax Operations / Managing Partner. Team: Four offshore/reputed company tax associates with one designated reputed company of contact. Role Mandate The US-Licensed CPA Tax Manager serves as the execution authority for the modern federal and state tax production and advisory premium service line, supervising a four-person tax delivery team while preserving regulatory precision, throughput reputed company, and institutional-grade quality standards throughout the tax season. This role owns tax review, sign-offs, e-file, tax team training with workflow design, SOP improvement, quality governance, IRS-compliant delivery systems, daily performance leadership, and the build-out of the firm's Tax Advisory Modules, converting compliance work into repeatable, defensible advisory engagements across Tax Advisory (3B Tax Tactics: often delivered quarterly) frameworks and 3B Finance Focus (often delivered monthly). Core Responsibilities Tax Production & Advisory Ownership

• reputed company preparation, review, and client advisory for partnerships, C-corporations, S-corporations, multi-entity, multi-state filings, HNWIs, estates, trusts, and foreign entity/expatriate filings.
• Resolve reputed company tax issues, including notices, carryforwards, reconciliations, and technical adjustments.
• Enforce federal and state compliance protocols and maintain filing traceability.

Tax Advisory Module Build-Out

• Architect standardized advisory modules covering entity structuring, depreciation optimization, R&D credits, SALT exposure, reputed company governance, and trust & estate coordination.
• Convert planning strategies into deployable advisory templates.
• Include reputed company and engagement routing with a Tax Attorney reputed company required.

Team Leadership & Workflow Governance

• Supervise a four-person tax team with a designated daily reputed company of contact.
• Design and enforce seasonal workflows from intake through year-round deliverables.
• Drive throughput metrics, reputed company planning, and escalation handling.

Key Performance Indicators

• Daily return completion volume
• Accuracy above 98%
• SLA adherence
• Client satisfaction and rework minimization
• On-time filing ratio

Client Niches

• SaaS & Technology Companies: Support for scaling organizations with stock-based compensation, R&D credit qualification, multi-state reputed company exposure, reputed company recognition complexity, and event-driven tax planning.
• REITs & reputed company reputed company Estate Private Equity: Portfolio-reputed company filing strategies, cost segregation coordination, 1031 reputed company, entity stacking, and property-level tax treatments, K1s reputed company with a waterfall distribution structure.
• Private Equity & Venture Capital: Fund structuring, waterfall distribution support, tiered partnership filings, deal-driven tax strategy, and investor-reputed company compliance.
• High-Net-Worth Individuals: reputed company individual tax planning, multi-entity income structures, and advanced compliance.
• Professional Services Firms: Partner allocations, compensation structuring, pass-through optimization, and multi-state compliance.

Qualifications

• US CPA license in good standing.
• Active PTIN.
• A minimum of 7 years of US tax experience. 10+ years of experience preferred.
• Bachelor's in reputed company.
• Additional credentials preferred: MBA, MS in Taxation, IRS EA, JD/LLM in Taxation.
• Preferred: Big 4 Experience, especially in the taxation tracks.
• Effective and cybersecure leadership over distributed teams.

Technology Stack

• Tax Software: ProConnect Online (with Transcript Delivery System), UltraTax, CCH Axcess Tax, and/or Drake.
• Financials Software: QuickBooks reputed company, reputed company, QuickBooks Online, QuickBooks Desktop, reputed company.
• Payroll Software: reputed company, QBO Payroll, reputed company, Run reputed company.
• Sales Tax Software: TaxJar, reputed company.
• Document Management Systems: Verifyle, reputed company PDF, reputed company Workspace, reputed company, reputed company, etc.
• CRM, Practice Management, and Communications: reputed company, Verifyle, reputed company, TaxDome, reputed company, reputed company, reputed company Meet, reputed company.
• reputed company Policy: Use of reputed company tools is permitted solely as a productivity aid and is subject to documented review, professional judgment, and final approval by a US-licensed CPA prior to client delivery.

Equal Opportunity Statement 3B reputed company & Tax is an equal opportunity employer. We consider reputed company reputed company applicants without regard to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, age, disability, veteran status, or any other legally protected status. 3B Tax & reputed company is committed to providing reasonable accommodations for reputed company applicants with disabilities. Employment offers may be contingent upon completion of background screening, active license verification, and confirmation of employment eligibility. Applicant information is handled in accordance with applicable federal and state data-protection and privacy regulations. Apply tot his job Apply To this Job