Tax Manager

2 months ago

Contra Costa County, United States TAX & ACCOUNTING PRACTICE Full time
Job DescriptionJob Description

Tax Manager Position

Location: 100% Remote |

Salary: $95k+ | No Travel | Not Your Typical CPA Firm

Ready to Be Part of Something Big?

At SMEED CPA, Inc., we’re undergoing a pivotal transformation, and we need forward-thinking professionals who are ready to be a key part of that change. We’re a digital-first, innovation-driven firm that’s moving away from the traditional CPA model. We’re committed to creating an environment where our team members are empowered to take ownership and help shape the future of the firm. If you’re someone who’s excited about making a lasting impact and believes in a long-term vision for growth and success, this is the opportunity for you.

About Us

We specialize in working with small business owners and high-net-worth individuals to provide year-round tax planning and strategic advisory services. As we continue our transition, we're not just looking for people to "do the work" — we’re looking for team members who are passionate about driving our vision forward and taking ownership of their role in our journey.

We focus on proactive, tax-saving strategies and offer a comprehensive range of services designed to ensure that clients are always ahead of the game. With a strong focus on leveraging cutting-edge tools and technology, we’re determined to change the landscape of tax advisory services.

What You’ll Do:

  • Tax Advisory Services:

  • Analyze tax implications of various business and investment decisions.

  • Provide clients with comprehensive financial health assessment reports.

  • Prepare and present tailored tax plans

  • Advise on tax-efficient strategies, including income deferral, wealth transfer, and retirement optimization.

  • Host quarterly advisory meetings, guiding clients in key tax decisions regarding business structure, investments, and more.

  • Tax Research:

  • Interpret and apply federal, state, and local tax codes to client situations.

  • Use tax research software to retrieve information efficiently and investigate complex tax transactions.

  • Draft detailed research memos to support tax positions and consult with external experts as needed.

  • Tax Return Services:

  • Prepare a variety of tax returns, including business, personal, estate, trust, and gift tax.

  • Ensure all returns meet compliance and submission deadlines, making sure workpapers are accurate and organized.

  • Review tax returns prepared by other team members for accuracy and compliance.

  • Financial Statements Review & Analysis:

  • Review client-provided income statements and balance sheets to ensure accuracy for tax filing.

  • Identify discrepancies, request missing documentation, and help clients optimize their tax filings.

  • Client Relationship Management:

  • Maintain regular communication with clients, addressing their concerns and proactively providing updates on tax-saving opportunities.

  • Ensure exceptional service delivery, proactively managing client relationships and identifying areas for improvement.

  • Internal Team Coordination:

  • Share tax-related insights with colleagues and collaborate across departments to ensure seamless service.

  • Help develop and implement firm-wide tax policies and procedures.

  • Staff Supervision & Mentorship:

  • Mentor junior staff, delegate tasks, and provide feedback for continuous growth.

  • Foster a collaborative, inclusive environment that promotes professional development within the team.

  • Quality Control & Risk Management:

  • Oversee the quality control of tax preparation to ensure compliance with reporting standards (e.g., GAAP, IFRS).

  • Implement internal controls to protect sensitive client information and ensure tax compliance.

  • Business Development:

  • Identify opportunities to upsell services to existing clients and work with the sales team for follow-through.

  • Collaborate on marketing initiatives to generate leads and increase visibility for the firm.

  • Track business development success and identify areas for improvement.

  • Professional Development:

  • Stay current with tax law changes and developments through continuous learning.

  • Participate in professional organizations and networking opportunities to expand your knowledge and connections.

  • Maintain active CPA licensure and comply with CPE requirements.

Is This You?

  • You’re not just looking for a job — you want to be part of something bigger, contributing to a firm’s transformation and growth.

  • You’re excited about taking ownership of your role and being a key player in our long-term vision.

  • You thrive on strategic, forward-thinking tax advisory work.

  • You have a deep understanding of tax law and love uncovering opportunities for clients.

  • You enjoy mentoring and developing a team.

  • You’re proactive, detail-oriented, and highly organized.

  • You excel in managing multiple projects and thrive in a remote, digital-first work environment.

Qualifications:

  • 5+ years of public accounting experience.

  • 2+ years of experience managing a team.

  • CPA or equivalent certification (EA, LLM/JD in tax a plus).

  • Advanced proficiency with tax software (e.g., Corvee, Planner CS, UltraTax).

  • Strong analytical and communication skills.

  • Ability to work independently and manage multiple client relationships.

Why You’ll Love Working Here:

  • Generous PTO and paid parental leave.

  • 401(k) plan with company contributions.

  • 50% paid health insurance.

  • Dental & Vision.

  • Fully remote, digital-first firm – forever

Ready to Make an Impact?

If you’re looking for more than just a job and want to be a part of something that’s evolving and growing, apply now Join SMEED CPA, Inc. and help us revolutionize the CPA industry while shaping the future of the firm.

 

Company DescriptionWe are not your typical CPA Firm. Our firm is part of a network seeking to revolutionize the profession. The practice is growth minded with long term strategic plans to dominate some particular niche markets. The right candidates must first be entrepreneurs at heart before being Accountants.

To be a right fit, we require more than technical competence. More importantly, our team members must be open minded, fun loving and constantly willing to learn new thingsCompany DescriptionWe are not your typical CPA Firm. Our firm is part of a network seeking to revolutionize the profession. The practice is growth minded with long term strategic plans to dominate some particular niche markets. The right candidates must first be entrepreneurs at heart before being Accountants. \r
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To be a right fit, we require more than technical competence. More importantly, our team members must be open minded, fun loving and constantly willing to learn new things

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