We’re Hiring: A Tax Manager

 
 
 

Description

Brooklyn Fi is looking to add a Tax Manager to our team. If you're looking for a chill but challenging job that you'll enjoy showing up to, with clients that you'll actually enjoy working with, this is the place.

Is this Big 4? No. We don't want people that want to work at a giant accounting firm. We want smart, self-driven people who can't wait to catch up with colleagues and have direct communication with the firm owner.

We want people that are interested in preparing tax returns for small businesses and individuals where every deduction matters. Where there's an interesting story behind every LLC, partnership, and s-corporation that comes in the door. There are no multi-state chemical engineering corporations here, only dynamic, nimble small businesses that are growing.

So there you have it. If you feel stymied by the accounting industry's stuffiness in general and feel like I might have written this job description specifically for you, then let's chat.

Key Responsibilities

  • Reviewing tax returns & tax projections for entities and their owners (CAS Department)

  • Reviewing tax returns & tax projections for individuals with significant equity compensation involvement

  • Training & mentoring of direct reports

  • Other miscellaneous tax matters such as responding to client inquiries, assisting with IRS & State notices, providing feedback on process improvements, and technical tax research

Experience, Skills, and Core Competencies

Must-haves:

  • Six+ years of cumulative experience preparing and reviewing entity and individual income tax returns

  • CPA certification preferred; comparable designation (EA) acceptable

  • Ability to demonstrate accountability and ownership of work assigned to you

  • Supervision experience, which includes training and providing positive/negative feedback

  • Prior experience in client-facing roles

  • Excellent communication, interpersonal, and organizational skills

  • Proficiency in tax preparation and planning software

  • Willingness to explore and implement new software

  • Proactive team player able to work in a fast-paced environment

  • Demonstrate poised excellence and show resilience in the face of challenges

  • Exhibit mastery of what you can control to be prepared for what you can't control

  • Approach challenging work with honesty and openness

  • Use mistakes and new challenges as an opportunity to grow and develop rather than a permanent setback

  • Understand that everyone has unique weaknesses that make them who they are

  • Realize we go further together; team over 'tude

Nice-to-haves:

  • Experience with Lacerte Tax Software and Lacerte Tax Planner

  • Familiarity with trial balance software (i.e., TallyFor, Pfx Engagement, etc.)

  • Experience with equity compensation (ISO, RSU, NSO, etc.)

  • Proficiency in QuickBooks Online

  • Prior experience working remotely

CPA to CFP® Track

  • Eligibility to move into an advisory role via our CPA to CFP track, including reimbursed study time and materials. More details here -> https://www.brooklynfi.com/cpa.

Compensation

  • $115,000 - $145,000 base salary

  • Quarterly revenue share: Based on 2022 financials, this role would be eligible for approximately $3,000 per quarter.

Application Process

  • To apply, click the link below and provide:

    • Your resume

    • An optional two-minute Loom video describing why you’re a great fit for this role