CPA with 7+ years of relevant experience in S-Corporations and high-net-worth individuals 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 comfortable optimizing workflows and processes.
Ability to distill complex tax issues into clear, actionable advice.
Experience with 1120s, trusts, estates, and gift tax planning.
Responsibilities
Provide authoritative advice on challenging tax matters.
Lead review and quality control on intricate tax returns to ensure accuracy and compliance.
Serve as the primary technical resource for the tax team.
Research complex tax topics and apply authoritative advice.
Lead and mentor a team of 2-4 tax associates.
Engage with high-profile clients with complex needs.
Assist in developing tax models based on regulations and strategies.
Benefits
Join a small, collaborative team where your voice matters.
Experience an entrepreneurial, fast-paced culture with strong values.
Work 100% remote with flexible hours.
Opportunity to shape the future of tax services delivery.
Access to competitive compensation and 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
