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AI Summary

The Tax Manager will lead a team of Senior Accountants while personally preparing and reviewing complex tax returns for various entity types. They will also implement tax strategies, oversee member engagements, and refine operational workflows to ensure high-quality, compliant outcomes.

As our Tax Manager, you will lead a small team of Senior Accountants while also serving as a hands-on contributor, preparing and reviewing complex tax returns across individuals, corporations, partnerships, and nonprofits. This dual-leadership role ensures you stay deeply connected to the technical tax work while guiding your team to deliver high-quality, compliant, and strategic outcomes for our Members.


What You'll Achieve

  • Manage, mentor, and develop a team of Senior Accountants while maintaining individual contributor responsibilities, including preparing and reviewing complex federal, state, local, and multi-state tax returns for individuals, partnerships, S-corporations, C-corporations, and nonprofits.
  • Deliver accurate, timely tax filings and oversee Member engagements to ensure an exceptional experience grounded in clarity, precision, and trust.
  • Implement and refine tax strategies that support Member growth, efficiency, and compliance, including planning, projections, and addressing complex tax issues.
  • Partner with accounting teams on year-end close, M&A activity, international tax considerations, and technical projects requiring strong tax expertise.
  • Strengthen operational processes, documentation standards, and workflows that support scalable, cloud-based, paperless tax operations.
  • Build strong relationships with Members through clear, proactive communication and strategic tax insights.


Who You Are

You are a technically strong tax professional who thrives in a role that blends leadership with hands-on execution. You enjoy coaching others, solving complex tax problems, and contributing directly to high-quality Member deliverables. You bring:

  • Experience & Technical Skills
    • 5+ years of tax experience in a CPA firm.
    • Strong knowledge of tax accounting, tax compliance, and multi-entity, multi-state filings across partnerships, S-corps, C-corps, individuals, and nonprofits (including amended returns).
    • Experience preparing or reviewing Form 990 (preferred).
    • Experience with early-stage startups, high-growth companies, multinational or multi-jurisdictional organizations.
    • International tax experience (preferred).
    • Experience supporting tax aspects of mergers and acquisitions.
    • Strong understanding of year-end accounting processes, including adjustments and workpaper preparation.
    • Ability to research complex tax issues and communicate findings clearly to non-tax stakeholders.
    • Demonstrated leadership experience — coaching, mentoring, and developing staff while also owning individual tax deliverables.
    • Comfort in a digital, cloud-based, paperless environment; remote-work experience a plus.
  • Traits & Working Style
    • Highly organized, detail-oriented, and committed to accuracy.
    • Motivated self-starter who thrives in a fast-paced, evolving environment.
    • Clear communicator with the ability to simplify complex concepts.
    • Tech-forward problem solver who welcomes automation and efficient workflows.
    • Strong project management skills with the ability to navigate peak tax workloads.
  • Education & Credentials
    • Bachelor’s Degree in Accounting (required)
    • CPA license (required)


What We Offer

  • This is a remote, US-based position.
  • Please note we also have the option to work from our offices in Miami or Denver
  • On-target earnings of $130-$160K, consisting of base salary + semi-annual bonus
  • Enjoy the benefit of unlimited PTO, sick days, and paid company holidays
  • Earn 401K plan eligibility with company matching at your 1-year anniversary
  • Access to cutting edge AI tools - you’ll be at the forefront, mastering technology that makes you more capable, more valuable, and ready for the future of finance


Additional Details

  • This is a full-time exempt position
  • Applicants must be currently authorized to work in the United States on a full-time basis
  • We are NOT able to provide work sponsorship at this time.
  • Cast Finance's employment decisions are made without regard with race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected status.

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