Tax Manager

What We Value

Founders CPA values diversity and the unique perspectives each team member brings to the firm. Together, they work in alignment with their 5 core values:

1. FIOTA – Figure It Out Then Ask. – Find innovation where the opportunity exists and embrace an entrepreneurial mindset.
2. Authentic Relationships – Demonstrate strong interpersonal skills when working with clients and balance empathy and constructive feedback among peers to challenge everyone to grow & develop.
3. Accountability – Do what you say you will when you say you’ll do it and deliver outcomes that you are proud to put your name on.
4. Teach Others to Fish – Use your expertise to help others – Whether it be hands-on teaching, through documentation, or another mode of knowledge transfer. The important thing is that we use what we know to help others grow.
5. Thoughtful Communication – Appropriately deliver timely, thorough, and solutions focused messages to your colleagues and clients in a courteous manner.

What You'll Do

As a member of the team, you will provide tax services to clients and oversee staff level tax team members. Duties will include, but are not limited to:

• The preparation and review of corporate, partnership, and individual tax returns with a strong focus on individual tax for founders and high net worth individuals.
• Managing, developing, and mentoring members of the tax team.
• Identifying and developing solutions for complex tax issues.
• Answering client inquiries and working with management to triage and problem solve tax issues or questions.
• Developing process improvements in company tax procedures.
• Producing quarterly/yearly tax projections.
• Engaging in strategic tax planning with individual & business clients.
• Ad hoc tax projects & research.

Who You Are

The ideal candidate exhibits the following skills and/or characteristics:

• Bachelor’s degree in accounting, finance, or similar field.
• A passion for all things tax.
• Certified Public Accountant (CPA) license or Enrolled Agent (EA) is required.
• Familiarity with ProConnect, CCH Axcess is a plus.
• 4+ years of proven experience as a tax manager, public accountant, or similar role.
• Experience with or interest in crypto taxation is a bonus.
• A borderline unhealthy obsession with being organized.
• Keen attention to detail.
• Strong written and verbal communication skills.
• Natural curiosity and a strong desire to learn new skills.
• Ability to work autonomously.
• Comfort working in a fast-paced environment.
• Problem-solving skills.
• Professionalism and commitment to exceptional communication and client service.
• Mastery of Excel or Google sheets is required.
• Experience with Quickbooks Online, Gusto, Bloomberg Tax Research, fx Scan Workstation and ScanAutoFlow a plus.

Perks

• Casual dress.
• Flexible work schedule.
• Competitive compensation and benefits package (health, dental, vision, and retirement), including profit-sharing bonuses.
• Autonomy of work and ability to grow quickly within the company.
• A company culture that places emphasis on work-life balance and individual career goals.
• Opportunity to work on a variety of innovative clients in emerging industries.
• Opportunity for hybrid remote and in-office work arrangements.

Comp & Benefits

Competitive compensation and benefits package commensurate with experience.

Location

Hybrid position based out of company headquarters, located in Chicago, IL.