Tax Compliance Manager

Responsibilities

• Understand clients’ financial backgrounds and goals, and identify tax optimization opportunities.
• Review, deliver, sign, and file federal and state tax returns, including Forms 1040 and 1120-S.
• Ensure high-quality work that meets project requirements and federal and state compliance standards.
• Support tax professionals with day-to-day tasks and promote their continued growth.
• Mentor, train, and provide feedback to junior tax staff.
• Balance immediate project needs with the organization’s longer-term goals.
• Communicate tax updates and answers clearly across the organization.
• Research and analyze tax laws, regulations, and policies; prepare technical memoranda and present findings to leadership and stakeholders.
• Maintain current knowledge of tax-law changes and their impact on compliance requirements.
• Collaborate with leadership and other departments on tax-related matters and complex issues.
• Serve as a subject-matter expert on tax matters and return preparation, including Forms 1120-S and 1040 with Schedules C, E, and SE.
• Prepare periodic reports on tax compliance status, risks, and opportunities.

Requirements

• Active CPA, EA, or JD in the state of residency.
• 3–5 years of experience preparing, signing, and filing Forms 1040 and 1120-S.
• Experience with additional complexities such as Form 1065; Schedules C, E, and SE are a plus.
• Strong proficiency with cloud-based applications, tax research, and tax preparation tools.
• Strong organizational, interpersonal, written, and verbal communication skills.
• Ability to explain technical tax matters and build trust with teammates and members.
• Tech-savvy and able to learn and teach tools quickly.
• Demonstrated experience leading complex, cross-functional workstreams.
• Exposure to multistate tax principles, including nexus, apportionment, and state allocations, is a strong plus.

Compensation & Benefits

• $200 quarterly wellness reimbursement.
• Flexible paid time off and 14 company holidays.
• 100% medical, dental, and vision coverage for employees; 75% coverage for dependents.
• 16 weeks of fully paid parental leave.
• 401(k) plan and equity package.
• Remote-friendly work environment.
• Remote candidates may work within the U.S.; Bay Area-based employees follow a hybrid schedule.
• Fresh lunch on in-office days and $150 monthly commuter reimbursement for employees on a hybrid schedule.
• Quarterly virtual events and an annual in-person summit.