About this role
Senior tax & accounting manager oversees tax return review and client communications for a remote, high-value client book, while managing bookkeeping relationships and providing proactive advisory services.
Key Responsibilities
- Review tax returns prepared by staff and ensure accuracy, completeness, and compliance; Communicate with clients about tax questions and filing decisions; Manage a book of bookkeeping clients, serving as their primary accounting contact; Oversee and review work of junior accounting staff; Prepare and deliver financial statements, reports, and analyses
Technical Overview
Focus on tax compliance and accounting advisory with QuickBooks Online, tax returns (1040, 1120-S, 1065), and financial statement preparation; remote client delivery and staff mentorship.
Ideal Candidate
The ideal candidate is a senior tax & accounting professional with an Active Enrolled Agent license and 4-6 years of experience, capable of reviewing tax returns and managing bookkeeping relationships with strong client communication and QuickBooks Online proficiency, comfortable handling multiple high-value clients remotely.
Must-Have Skills
Enrolled Agent (EA) licenseBachelor's degree in AccountingFinanceor a related field4-6 years of professional tax and accounting experienceExperience reviewing individual and business tax returns (1040s1120-S1065s)Proficient in QuickBooks OnlineFamiliar with financial statement preparation and reviewStrong written and verbal communicationAble to thrive under deadlines and manage multiple client relationships simultaneously
Nice-to-Have Skills
QuickBooks ProAdvisor certificationExperience working in a small firm or full-service advisory modelBackground in S-Corp taxationpass-through entitiesor small business advisoryExperience mentoring or reviewing junior staff work
Tools & Platforms
QuickBooks OnlineQuickBooksTax preparation software
Required Skills
['Enrolled Agent''Enrolled Agent (EA)''EA'"Bachelor's degree in AccountingFinanceor a related field"'1040''1120-S''1065''Tax return review''Individual tax returns''QuickBooks Online''QuickBooks''financial statements''bookkeeping''advisory''client communication''S-Corp taxation''pass-through entities''QuickBooks ProAdvisor''remote']
Hard Skills
QuickBooks OnlineQuickBooksTax return review10401120-S1065financial statementsbookkeepingadvisoryclient communication
Soft Skills
strong written and verbal communicationself-starterworks independentlydeadline-drivenownershipproblem solving
Certifications
Required
Enrolled Agent (EA)
Preferred
QuickBooks ProAdvisor certification
Keywords for Your Resume
ManagerTax & AccountingEnrolled AgentEAEnrolled Agent (EA)Bachelor's degree in AccountingFinanceor a related field10401120-S1065Tax return reviewIndividual tax returnsQuickBooks OnlineQuickBooksfinancial statementsbookkeepingadvisoryclient communicationS-Corp taxationpass-through entitiesQuickBooks ProAdvisorremoteFinancial statements
Deal Breakers
Active Enrolled Agent (EA) license is required
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