CPA with 7+ years of experience in relevant taxation fields
2+ years managing and mentoring tax preparers
Bachelor's or Master's degree in Accounting or Taxation
In-depth knowledge of federal tax law and regulations
Tech-savvy with a focus on optimizing processes
Ability to simplify complex tax topics into actionable advice
Experience handling 1120s, trusts, and gift tax planning
Familiarity with private equity and venture capital clients
Strong communication skills, both written and verbal
Responsibilities
Provide expert advice on complex tax issues
Lead the quality review of intricate tax returns
Act as the primary technical resource for the tax team
Research complex tax topics and offer authoritative insights
Oversee a small team of tax associates
Engage with high-profile and complex clients
Develop tax models aligned with current regulations
Evaluate and validate current tax software
Create and implement best practices for tax processes
Benefits
Collaborative small team where input is valued
Entrepreneurial and fast-paced work culture
Fully remote work with flexible hours
Opportunity to influence the future of tax service delivery
Competitive compensation and comprehensive benefits
Full Job Description
Description
Tax Manager
Responsibilities:
Provide authoritative advice on challenging tax matters
Lead review and quality control on intricate tax returns to ensure accuracy, compliance, and optimal tax positions
Serve as the primary technical resource for the tax team
Delve into complex tax topics as you research and apply authoritative advice on nuanced tax subjects
Serve as the team lead for 2-4 tax associates
Meet with high-profile/complex clients
Assist with developing and designing tax models based on current regulations and tax strategies
Assess and validate current tax software
Develop best practices
Requirements
Professional Must Haves:
CPA with 7+ years of relevant experience with S-Corporations, and Individuals including HNWIs in professional services, technology, real estate, and financial services
At least 2 years of experience managing and mentoring a small team of tax preparers
Bachelor's or Master's degree in Accounting or Taxation
Deep knowledge of federal tax law, including pass-throughs and corporations
Tech-savvy and process-oriented-comfortable optimizing workflows
Ability to distill complex tax issues into clear, actionable advice
Experience with 1120s, trusts, estates, and gift tax planning
Familiarity with private equity and venture capital clients
Excellent written and verbal communication skills
Why Gelt?
Small, collaborative team where your voice matters
Entrepreneurial, fast-paced culture with strong values
100% remote with flexible hours
Opportunity to shape how modern tax services are delivered
