Senior Tax Manager

2 weeks ago


Wilmington, United States Red Bike Advisors Full time

Job Description

Job Description Senior 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 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. 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. 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. Learning, growth, and progress: We highly value taking action, learning from mistakes, and being lifelong learners both inside and outside of the industry. 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. Powered by JazzHR gMMTftA68S

#J-18808-Ljbffr


  • Senior Tax Manager

    6 days ago


    Wilmington, United States Red Bike Advisors Full time

    Job DescriptionJob DescriptionSenior Tax ManagerFull-Time |  Remote  |  Tax & Accounting DescriptionRed 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...

  • Senior Tax Manager

    3 weeks ago


    Wilmington, United States Red Bike Advisors Full time

    Job DescriptionJob DescriptionSenior Tax ManagerFull-Time |  Remote  |  Tax & Accounting DescriptionRed 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...

  • Senior Tax Accountant

    2 weeks ago


    Wilmington, United States Liberty Personnel Services, Inc. Full time

    Senior Tax Accountant - Trust & Estate Tax (Public Accounting Firm - Wilmington, DE 75-110k A flexible, hybrid schedule is available with this opportunity! Summary We are seeking a highly motivated and experienced Senior Tax Accountant to join our growing public accounting client. This role requires a specialization in trust and estate tax, where you will...


  • Wilmington, United States Red Bike Advisors Full time

    Job Description Job Description Description We are 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...


  • Wilmington, United States WSFS Bank Full time

    Senior Trust Tax Accountant page is loaded Senior Trust Tax Accountant Apply locations Wilmington, DE Berwyn, PA Princeton, NJ Wilmington, DE Philadelphia, PA time type Full time posted on Posted Yesterday job requisition id R-101254 Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial...


  • Wilmington, United States Red Bike Advisors Full time

    Job DescriptionJob DescriptionDescriptionWe are 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...

  • Senior Tax Accountant

    2 weeks ago


    Wilmington, United States Red Bike Advisors Full time

    Job DescriptionJob DescriptionDescriptionWe are 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...


  • Wilmington, United States Synerfac Full time

    Job Description: We are seeking an experienced Tax Manager/Supervisor to join a well established CPA firm here in Wilmington, DE. As the Tax Supervisor, you will oversee and manage the entire spectrum of tax engagements, including planning, budgeting, reviewing and evaluating internal control processes, and ensuring compliance with due dates and time...


  • Wilmington, United States PBMares Full time

    Your future, our focus! We're in search of a Senior Accountant to join our growing Tax team. The Senior performs a broad range of tax engagement tasks by utilizing a good working knowledge of tax procedures and their applications, accounting principles and practices with proper understanding and application of working paper documentation. Seniors may coach...


  • Wilmington, United States Synerfac Full time

    Details: Job Description: We are seeking an experienced Tax Manager/Supervisor to join a well established CPA firm here in Wilmington, DE. As the Tax Supervisor, you will oversee and manage the entire spectrum of tax engagements, including planning, budgeting, reviewing and evaluating internal control processes, and ensuring compliance with due dates and...


  • Wilmington, United States WSFS Financial Corporation Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...


  • Wilmington, United States Delrin Full time

    Tax Manager Delrin Overview : Delrin is an industry leading premium polymer business grounded in strong innovation and is a category creator with a longstanding reputation for quality, reliable supply and superior product performance. The iconic Delrin brand, coupled with proprietary technology and deep application expertise make us a leader in High-End...


  • Wilmington, United States Delrin Full time

    Job DescriptionJob DescriptionTax ManagerDelrin® Overview:  Delrin® is an industry leading premium polymer business grounded in strong innovation and is a category creator with a longstanding reputation for quality, reliable supply and superior product performance. The iconic Delrin® brand, coupled with proprietary technology and deep application...


  • Wilmington, United States Delrin Full time

    Job DescriptionJob DescriptionTax ManagerDelrin® Overview:  Delrin® is an industry leading premium polymer business grounded in strong innovation and is a category creator with a longstanding reputation for quality, reliable supply and superior product performance. The iconic Delrin® brand, coupled with proprietary technology and deep application...


  • Wilmington, United States PBMares Full time

    Your future, our focus! We're in search of a Senior Accountant to join our growing Tax team. The Senior performs a broad range of tax engagement tasks by utilizing a good working knowledge of tax procedures and their applications, accounting principles and practices with proper understanding and application of working paper documentation. Seniors may coach...


  • Wilmington, United States Pbmares Full time

    Your future, our focus! We're in search of a Senior Accountant to join our growing Tax team. The Senior performs a broad range of tax engagement tasks by utilizing a good working knowledge of tax procedures and their applications, accounting principles and practices with proper understanding and application of working paper documentation. Seniors may coach...

  • Tax Manager

    3 weeks ago


    Wilmington, United States Cyfle Full time

    About the job Tax Manager Salary: $ 120,000.00 We have partnered with a large CPA firm in Wilmington, NC to provide them with a Tax Manager. Please review the below description and let us know if you are interested. Prioritized Must Have Skills for the Tax Manager: #1. Must have CPA or willing to attain it. #2. Must have at least 3yrs of Tax management exp....

  • Tax Manager

    4 days ago


    Wilmington, United States International Search Consultants Full time

    Tax ManagerGreater Philadelphia Area As a Tax Manager, you will play a crucial role in managing tax processes, ensuring compliance, and providing strategic advice to Trust Officers. If you are a proactive and detail-oriented professional with a strong background in taxation, we invite you to apply for this exciting opportunity. Responsibilities:Responsible...

  • Tax Manager

    6 days ago


    Wilmington, United States International Search Consultants Full time

    Job DescriptionJob DescriptionTax ManagerGreater Philadelphia AreaAs a Tax Manager, you will play a crucial role in managing tax processes, ensuring compliance, and providing strategic advice to Trust Officers. If you are a proactive and detail-oriented professional with a strong background in taxation, we invite you to apply for this exciting...

  • Tax Manager

    3 weeks ago


    Wilmington, United States International Search Consultants Full time

    Job DescriptionJob DescriptionTax ManagerGreater Philadelphia AreaAs a Tax Manager, you will play a crucial role in managing tax processes, ensuring compliance, and providing strategic advice to Trust Officers. If you are a proactive and detail-oriented professional with a strong background in taxation, we invite you to apply for this exciting...