Division: 3B Tax Tactics: Strategic tax advisory and filing services for enterprises pursuing compliant, transparent, and well-governed, compounding tax efficiencies.
Location: United States (Remote, with some selective onsite client meetings for client reassurance).
Engagement Type: Full-Time | Leadership Track.
Reports To: Director of Tax Operations / Managing Partner.
Team: Four offshore/onshore tax associates with one designated point of contact.
The US-Licensed CPA Tax Manager serves as the execution authority for the modern federal and state tax production and advisory premium service line, supervising a four-person tax delivery team while preserving regulatory precision, throughput integrity, and institutional-grade quality standards throughout the tax season.
This role owns tax review, sign-offs, e-file, tax team training with workflow design, SOP improvement, quality governance, IRS-compliant delivery systems, daily performance leadership, and the build-out of the firm's Tax Advisory Modules, converting compliance work into repeatable, defensible advisory engagements across Tax Advisory (3B Tax Tactics: often delivered quarterly) frameworks and 3B Finance Focus (often delivered monthly).
Tax Production & Advisory Ownership
Lead preparation, review, and client advisory for partnerships, C-corporations, S-corporations, multi-entity, multi-state filings, HNWIs, estates, trusts, and foreign entity/expatriate filings.
Resolve complex tax issues, including notices, carryforwards, reconciliations, and technical adjustments.
Enforce federal and state compliance protocols and maintain filing traceability.
Tax Advisory Module Build-Out
Architect standardized advisory modules covering entity structuring, depreciation optimization, R&D credits, SALT exposure, basis governance, and trust & estate coordination.
Convert planning strategies into deployable advisory templates.
Include handoff and engagement routing with a Tax Attorney when required.
Team Leadership & Workflow Governance
Supervise a four-person tax team with a designated daily point of contact.
Design and enforce seasonal workflows from intake through year-round deliverables.
Drive throughput metrics, capacity planning, and escalation handling.
Daily return completion volume
Accuracy above 98%
SLA adherence
Client satisfaction and rework minimization
On-time filing ratio
SaaS & Technology Companies: Support for scaling organizations with stock-based compensation, R&D credit qualification, multi-state nexus exposure, revenue recognition complexity, and event-driven tax planning.
REITs & Commercial Real Estate Private Equity: Portfolio-aligned filing strategies, cost segregation coordination, 1031 pathways, entity stacking, and property-level tax treatments, K1s aligned with a waterfall distribution structure.
Private Equity & Venture Capital: Fund structuring, waterfall distribution support, tiered partnership filings, deal-driven tax strategy, and investor-ready compliance.
High-Net-Worth Individuals: Complex individual tax planning, multi-entity income structures, and advanced compliance.
Professional Services Firms: Partner allocations, compensation structuring, pass-through optimization, and multi-state compliance.
US CPA license in good standing.
Active PTIN.
A minimum of 7 years of US tax experience. 10+ years of experience preferred.
Bachelor's in Accounting.
Additional credentials preferred: MBA, MS in Taxation, IRS EA, JD/LLM in Taxation.
Preferred: Big 4 Experience, especially in the taxation tracks.
Effective and cybersecure leadership over distributed teams.
Tax Software: ProConnect Online (with Transcript Delivery System), UltraTax, CCH Axcess Tax, and/or Drake.
Financials Software: QuickBooks Enterprise, NetSuite, QuickBooks Online, QuickBooks Desktop, FreshBooks.
Payroll Software: Gusto, QBO Payroll, Paychex, Run ADP.
Sales Tax Software: TaxJar, Avalara.
Document Management Systems: Verifyle, Adobe PDF, Google Workspace, DocuSign, PandaDoc, etc.
CRM, Practice Management, and Communications: HubSpot, Verifyle, Karbon, TaxDome, DocuSign, Calendly, Google Meet, RingCentral.
Generative AI Policy: Use of generative AI tools is permitted solely as a productivity aid and is subject to documented review, professional judgment, and final approval by a US-licensed CPA prior to client delivery.
3B Accounting & Tax is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. 3B Tax & Accounting is committed to providing reasonable accommodations for qualified applicants with disabilities. Employment offers may be contingent upon completion of background screening, active license verification, and confirmation of employment eligibility. Applicant information is handled in accordance with applicable federal and state data-protection and privacy regulations.
