Tax Service Manager
4 weeks ago
We're Agora, an early-stage Fintech startup based in TLV and NYC, on a mission to revolutionize the way Real Estate firms and investors manage their capital. Our Investment Management software helps companies raise and preserve more capital by automating their back-office operations, increasing their investors' satisfaction, and providing them with advanced tools for better marketing efforts.
As the Tax Service Manager at Agora, you will be instrumental in driving our tax service sales and cross-sell efforts, and leading the strategic prospects' sales cycle.
Your role will be crucial in managing and optimizing our tax service. You will lead the relationship with our tax partners, ensuring compliance with tax laws and regulations while identifying opportunities to enhance tax efficiency.
This position requires expertise in real estate tax returns, exceptional client-facing skills, and an entrepreneurial spirit to drive innovation in our tax services.
What are we looking for:
Key Responsibilities:
- Client Expansion: You will play a pivotal role in our cross-sell efforts, you will work with the Sales and CS departments to assist and support the sales and cross-sell processes and help expand existing clients.
- Strategic clients: Lead and participate in Tax service sales meetings with clients, prospects, and partners. Identify and target strategic prospects for our Tax services. Develop and execute sales strategies to meet Tax service revenue and growth targets.
- Partnerships: Oversee and nurture relationships with existing tax partners. Identify and evaluate potential new tax vendors/partners to ensure their professionalism and alignment with our company's values and goals. Negotiate and establish agreements with tax partners to optimize the services they provide to our customers.
- Compliance: Identify and mitigate tax-related risks and ensure that all tax-related activities, including filing requirements, audits, and reporting, are executed in accordance with applicable laws and regulations to maintain the company's reputation.
- Service: Be on top of our tax partners' deliveries, ensuring accurate compliance, and timely submission of returns.
- Client Engagement: Build and maintain strong relationships with clients, serving as a trusted advisor for tax-related matters.
- Tax Research: Stay current on tax laws, regulations, and industry trends, and apply this knowledge to make sure our partners are aligned.
- Tax knowledge: Provide guidance, mentorship, and materials, and build the company's tax knowledge base.
- Innovation: Drive innovation in tax services by identifying opportunities to streamline processes, leverage technology, and develop new service offerings.
Why Agora?
- Opportunity to work with cutting-edge technology and innovative solutions.
- Join a high-growth company with a dynamic and inclusive culture.
- Collaborate with a talented and passionate team of professionals.
- Make a significant impact on the company's growth and success.
If you are a tax professional with a passion for innovation, client service, and an entrepreneurial spirit, we encourage you to apply for the position of Tax Manager at Agora. Join us in our mission to revolutionize the tech industry and drive innovation in real estate tax management.
Requirements:
- Bachelor's degree in Accounting, Finance, or a related field. CPA or relevant certification is highly preferred.
- A minimum of 5 years of experience in tax management, focusing primarily on real estate taxes.
- Deal-closing and sales experience.
- Proven leadership experience, including team management and development.
- Exceptional client-facing capabilities with a track record of building and maintaining strong client relationships.
- Strong negotiation and relationship-building skills.
- Bookkeeping experience, advantage.
- Entrepreneurial mindset with the ability to identify opportunities for improvement and innovation in tax services.
- Strong analytical and problem-solving skills.
- Excellent communication and presentation skills.
- In-depth knowledge of tax laws, regulations, and compliance requirements.
- Proficiency in tax software and financial analysis tools.
- Ability to work in a fast-paced, dynamic environment and adapt to changing priorities.
Equal opportunity:
"Agora Software is an equal opportunity employer. Consistent with our mission of serving a diverse and global audience, we value a diverse workforce and inclusive culture which reflects that. We encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, disability, and veteran status."
-
Tax Manager, Real Estate
4 weeks ago
New York, New York, United States Global Placement Firm Full timeExcellent company looking to add a successful Tax Manager, Real Estate to their teamPosition Summary: To be a valued member of Company's real estate team as tax advisor delivering real estate industry-focused tax advisory and compliance services.You will become a trusted tax and business advisor to the clients you serve by providing solutions to a variety of...
-
Tax Manager at Family Office
3 weeks ago
New York, New York, United States Atlas Search Full timeWe are working on a Tax Manager Opportunity at a Family Office in New York City whose main mission is to build a legacy of giving back.In this role, you will be responsible for a wide array of areas, including investment as well as individual and philanthropic reporting.The ideal candidate should have strong Managerial experience with ultra-high net worth...
-
Accounting and Tax Compliance Specialist
4 weeks ago
New York, New York, United States Castle Full timeCastle is a profitable Series A startup building a future where everyone can interact online with trust, safety, and peace of mind. We empower platforms like Canva, Atlassian, and Rockstar Games to combat fraud, abuse, and malicious activity - protecting their users and communities. We're backed by Y Combinator, Index Ventures, as well as prominent angel...
-
Program Assistant
2 days ago
New York, New York, United States Internal Revenue Service Full timeWHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIESDIVISION?A description of the business units can be found at: Vacancies will be filled in the following specialty areas:Tax Exempt and Government Entities Employee PlansThe following are the duties of this position at the full working level. Conducts research for and assists the manager on a variety of issues and...
-
Direct Indexing Portfolio Manager
4 weeks ago
New York, New York, United States Bank of America Full timeJob Description:The Tax Advantaged Solutions Portfolio Manager (PM) within GWIM CIO Portfolio Management will be part of a team managing CIO direct indexing portfolios. The PM will be responsible for rebalancing, trading, and monitoring portfolios, as well as working with advisors/clients on the strategy, transition plans and managing the stages of...
-
Assc Dir-Advisory Services
3 weeks ago
New York, New York, United States Moody's Investors Service Full timeImagine what we can INSPIRE with you Moody's empowers people to make better decisions and achieve brighter futures. This is what motivates us to bring out the best in our products and our people. Join us. Forward Together.The Role / Responsibilities:This is an excellent opportunity to join the Insurance Advisory Services and Customer Success Team. As a...
-
Managing Director, Transaction Advisory Services
2 weeks ago
New York, New York, United States Portage Point Partners Full timePortage Point Partners is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking and investing to provide unmatched transactional, operational and financial perspectives to middle market...
-
IT Manager, Tax Technical Product Owner
4 weeks ago
New Brunswick, New Jersey, United States Johnson & Johnson Full timeJohnson & Johnson is recruiting for an IT Manager, Tax Technical Product Owner for a 2-year duration-based assignment , located in New Brunswick, NJ. Remote work options within the United States may be considered on a case-by-case basis and if approved by the company. This is a project assignment for the duration of the requisite project work required,...
-
Procurement Contract Manager
1 week ago
New York, New York, United States Public Service Enterprise Group Full timeRequisition: 76888Job SummaryThe primary objective of this position is to implement a well-defined, well-documented process to ensure that contractual expectations and objectives are met as it relates to construction materials and services. Manage the development, negotiation and implementation of construction services leveraging spend, continuing to source...
-
Service and Operations Manager
4 weeks ago
New York, New York, United States Patent Pending & The Lab Full timePatent Pending, seeyamañana and Agency of Record are a group of cocktail bars in NoMad and Lower Midtown. We are looking for a Service and Operations Manager for the group.This person knows hospitality and has worked in upscale bars and restaurants for at least six years. Must be comfortable in every FOH position and know top-knotch service inside and out....
-
Director of Product Marketing
3 weeks ago
New York, New York, United States WOTC Inc Full timeDirector of Marketing - Location: Montvale, NJType:Onsite | Full-Time |SalariedOffice Hours:9-5 PMAbout is a preeminent provider of tax credit services, empowering businesses across the United States with significant financial benefits. As the leader in our niche market, our focus is on leveraging extensive knowledge in corporate tax credits to deliver...
-
Finance Accounting Manager
4 weeks ago
New York, New York, United States Green Recruitment Company Full timeWe have a full-time Finance Accounting Manager role with an exciting developer who focuses on clean-energy distribution solutions across solar, BESS & EV charging.In this role, you will be part of a lean and agile team, working closely with the CFO and Financial Controller; providing a fantastic platform for career development and progression.**The role...
-
Finance Manager-Corporate
2 weeks ago
New York, New York, United States Burberry Full timeINTRODUCTIONAt Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today. We aim to provide an...
-
FP&A Manager, Corporate Services
4 weeks ago
New York, New York, United States Warner Music Group Full timeManager, Corporate ServicesA little bit about our team:The Corporate Finance Department at WMG is responsible for overseeing all of the financial operations of the Company in partnership with the labels and individual companies within WMG. The department provides financial reporting, accounting, planning, budgeting and financial compliance and auditing for...
-
New York, New York, United States Cognizant Technology Solutions Full timeCognizant Technology Solutions is looking for "Oracle Service Delivery Manager and Functional Lead" to join in our team of IT professionals in a permanent role. If you meet our background requirements and skills and are looking for an opportunity with these skills and expertise, here is the ideal opportunity for you We are seeking out the best...
-
Wealth Advisor
7 days ago
New York, New York, United States Chilton Trust Full timeFirm Description Chilton Trust ("CTC") is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in Charlotte,...
-
Development Manager, Grief Support Services
4 weeks ago
New York, New York, United States OUR HOUSE Grief Support Center Full timeOUR HOUSE Grief Support Center is the premier provider of griefsupport services in Southern California. For three decades, OURHOUSE has helped thousands of children, teens, and adults in LosAngeles County find healing after the death of someone close. Ourvision is to create a world in which grief is embraced, understood,and respected. Currently, OUR HOUSE is...
-
Implementation Manager
4 weeks ago
New York, New York, United States Healthee Full timeDescriptionIt's 2024, and we believe that health benefits should be as simple as breathing. Welcome to Healthee - your digital compass to navigate the vast world of healthcare benefits. Imagine discovering your coverage, identifying the right provider, understanding your costs, and booking an appointment-all in the time it takes to send a tweet That's what...
-
Senior Financial Forecasting Accountant
4 weeks ago
New York, New York, United States Novogradac & Co. LLP Full timePosition Summary Under supervision, this Financial Forecasting Senior Accountant, which specializes in financial forecasting and/or structured finance as well as other related services such as cost segregation studies as well as potential assistance on valuation type engagements, will complete a variety of assignments as designated by their manager, partner...
-
New York, New York, United States Goldman Sachs Full timeGOLDMAN SACHS ASSET MANAGEMENT A career with Goldman Sachs Asset Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while...