[Hiring] Tax Manager @Red Bike Advisors

Role Description

We are seeking a full- or part-time Tax Manager to join our growing team and help drive this mission forward. This role is for someone who is genuinely excited about tax strategy, not just tax compliance; who wants to teach their team to think beyond the return; and who measures their own success by the value they create for clients, not just what they file.

The Tax Manager is responsible for the tax department's output quality, capacity, and strategic contribution to the firm. This means owning the full arc from client tax planning through return delivery, leading and coaching a team of tax preparers, and actively driving or delegating tax strategy conversations with clients.

• Review tax returns for accuracy and alignment with client tax strategy and sign the tax return for filing.
• Conduct or delegate complex tax research.
• Hold team members accountable to turnaround and quality standards.
• Meet with clients on planning and strategy.
• Know when a return is "done" and resist the pull to over-review.
• Ship on time and on target.

This role is available full-time or structured as a job share between two part-time professionals.

Qualifications

• Licensed CPA or EA (required)
• At least 6 years of tax and accounting experience in a public accounting firm
• Demonstrated experience leading and developing a team of tax professionals
• Extensive knowledge of individual, corporate, and partnership taxation; trust experience a plus
• Experience conducting or leading tax planning conversations with business clients, not just preparing returns
• High proficiency with tax software and productivity tools; comfortable learning new systems
• Self-accountable, detail-oriented, and comfortable working in a fully remote environment

Requirements

• Serve as the executive-level relationship owner for a multi-million dollar book of business, ensuring clients receive proactive, strategic, and timely tax counsel year-round
• Lead tax strategy conversations with clients, identifying planning opportunities beyond compliance
• Meet with key clients to review tax positions, adjust strategy, and document learnings into repeatable processes
• Prepare and/or review strategic tax plans for technical accuracy, long-term savings, and appropriateness for client goals
• Research and consult on complex tax matters; involve outside resources when appropriate and document the outcome
• Identify and surface additional service opportunities for clients; hand off to the appropriate team member
• Review tax returns, projections, and strategic tax plans prepared by team members for technical accuracy, alignment with client tax strategy, and compliance with current law
• Review with a standard to catch real errors, not cosmetic ones; avoid unnecessary deep dives
• Prepare complex tax returns as needed when no preparer is appropriately positioned
• Maintain accuracy and quality standards across all tax work product
• Collaborate with accounting, advisory, and disputes teams to deliver a connected, holistic service to shared clients
• Manage, coach, and develop a team of tax professionals toward both technical skill and efficiency
• Hold weekly accountability check-ins; track turnaround time, time under budget, and utilization by preparer
• Identify scope creep and hour overruns before they become client or billing problems; escalate to the Fulfillment Manager
• Train team members to offer real tax advice, not just prepare returns; build a team that thinks like advisors who create value for clients in the form of real tax savings
• Participate in hiring, onboarding, and performance conversations for tax team members
• Own tax department's KPIs: capacity, utilization, turnaround time, time under budget, average hourly rate, and percent tax work complete
• Oversee the operationalization of technology, processes, and workflow tools for the tax team
• Maintain accurate and up-to-date client tax records
• Participate in budgeting, forecasting, and strategic planning with firm leadership
• Support firm-wide continuous improvement initiatives; bring ideas, not just problems
• Stay current on federal, state, and local tax law; apply new developments to client situations proactively
• Achieve required annual CPE credits; pursue additional learning relevant to firm clients and service lines
• Maintain confidentiality with all personal and sensitive client data
• Core hours that overlap with the team for collaboration and client availability
• Accessible via chat, phone, and video during core hours
• Company-provided laptop, dual monitors, and docking station

Benefits

• Remote work: Great results and strong team culture, no daily commute required.
• Flexible schedule: We are after exponential results, not green-light-on-Slack from 8 to 5.
• Flexible time off: Take time when you need it. We trust you to get your work done or get it covered.
• Paid holidays: New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Thursday and Friday, and the week between Christmas and New Year's Day.
• Referral bonuses: A-players know other A-players. We bonus team members who bring great people in.
• Continuing education: We cover required CPE hours and relevant state or national licenses.
• Incentives: Competitive base salary plus incentives for new client referrals and for hitting firm benchmarks.
• Benefits: Health, vision, and dental insurance options plus company-paid life insurance.
• Retirement: Company-sponsored 401(k) with company match.
• Technology: Company-provided laptop, monitors, docking station, mouse, and keyboard.