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Senior Tax Manager

3 months ago

Wilmington, United States Red Bike Advisors Full time
Job DescriptionJob DescriptionSenior Tax Manager

Full-Time |  Remote  |  Tax & Accounting

 

Description

Red Bike Advisors is a 100% virtual tax & accounting firm with team members located all over the United States and headquarters in Wilmington, NC. We provide virtual CFO, accounting, tax strategy & filing, tax controversy & resolution, and fraud & forensic investigation services to business and individual clients. 

We’re on a mission to equip our clients with finance and tax insights that create exponential value for their companies, customers, employees, and families. Our team are A-players who execute on this vision every day and have a passion for delivering value to clients. Our innovative culture includes remote work, flexible schedule, job-sharing, unlimited PTO, an autonomous yet collaborative work environment focused on KPs and culture, not hours billed, and health insurance and 401(k) matching.

We are seeking a Senior Tax Manager to join our growing tax team to help drive this mission forward. As Senior Tax Manager, you will oversee business and individual tax client relationships; lead, manage, and develop the tax team and review their work; and collaborate with Accounting, Virtual CFO, and Disputes team members to create a holistic and strategic client experience. 

Team members who thrive at our firm have impressive time management skills, are self-starters, take pride in the quality of their work, and put the client experience front and center.

Areas of Responsibility

  • Conduct final review of tax returns and sign returns
  • Consult with clients on proactive tax strategy and, when needed, resolve their complaints
  • Coach, mentor, and manage a team of tax professionals
  • Own tax team processes and KPIs

Activity Summary

Optimize team throughput and quality:

  • Mentor, train, and coach team members to meet and exceed performance targets
  • Hold team accountable to production targets, project statuses, and deadlines
  • Develop and revise processes to optimize and streamline the tax preparation process
  • Timely review tax returns and other deliverables for accuracy and alignment with established client tax strategy, savings opportunities, and compliance with tax law

Prioritize client experience:

  • Maintain and strengthen strong client relationships by managing their expectations, consistently delivering value, and prioritizing both proactive and responsive communications
  • Translate “tax code” into “business owner speak”
  • Identify and operationalize areas where clients can save money on taxes 
  • Work with team members to create and execute communication plans for clients
  • Identify and offer additional client service opportunities (such as bookkeeping, virtual CFO, M&A due diligence)
  • Work with clients to resolve complaints or quality issues
  • Research and consult on complex tax matters and proactive solutions for clients

Continuous improvement :

  • Identify and help execute on opportunities to improve team and client communication, processes, and collaboration
  • Identify and implement technology that will improve efficiency and accuracy

Measures of Success

  • Client satisfaction, loyalty and advocacy
  • Team KPIs
  • Employee engagement

Expectations for Remote Work

  • Clean, quiet video background
  • Business casual attire for client interactions
  • “Core” hours overlapping with other team members to collaborate efficiently
  • We provide a laptop, 2 monitors, and docking station as needed

You’re a good fit for Red Bike if:

  • You’re an exceptional communicator who puts client experience front and center
  • You have a deep desire to help businesses grow and prosper with smart tax and finance strategy
  • You thrive in a fast-paced environment and can multitask, prioritize, and organize your work autonomously
  • You take ownership of your work and your clients and drive projects to completion
  • Are “analytically creative” and take time to understand client’s tax situation, form insights, and recommend courses of action
  • Are a continuous learner who is committed to ongoing learning and application of best practices and latest updates in tax, tax strategy, and technology
  • You want a career and long-term client and team relationships, not a job

Qualifications and Experience

  • Licensed CPA or EA
  • 5-10 years of relevant professional experience
  • Demonstrated ability to lead and manage teams and multiple projects and clients
  • High proficiency with tax, accounting, and office software
  • Extensive corporate/partnership/individual/multistate tax knowledge. RSU/employee stock, real estate, and trust experience a plus.
  • Expertise in tax code, compliance and procedures with business clients

About Red Bike Advisors

Red Bike Advisors is on a mission to equip clients with finance and tax insights that create exponential value for their companies, customers, employees, and families. Founded in 2009 as Adam Shay, CPA, PLLC, the firm provides Virtual CFO, accounting & bookkeeping, tax strategy & filing, tax controversy & resolution, and fraud & forensic investigative services to business and individual clients. The company is based in Wilmington, North Carolina and serves clients across the U.S. who are craving a strategic, rather than transactional, relationship with their finance and accounting firm. To learn more, visit www.redbikeadvisors.com. 

 

Our Values

  1. Creators of value: We don’t trade time for money or value our services on internal overhead and desired profit margin, but rather on the exponential value our services bring to our clients.
  2. Excellent communication: Thoughtful, proactive communication is the backbone of trusting client relationships. All other areas of expertise being equal, we highly value team members that prioritize the customer experience.
  3. Analytical creativity: Finance is so much more than numbers We are pros at first uncovering client goals, and then analyzing the numbers and patterns to help clients think holistically about business growth and tax strategy.  
  4. Learning, growth, and progress: We highly value taking action, learning from mistakes, and being lifelong learners both inside and outside of the industry.
  5. Accountability: “What gets measured, gets managed” is not just a finance axiom (although it’s 100% true) We hold ourselves accountable to our mission, vision, values, an exponentially valuable client experience, KPIs, and to delivering on our promises.

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