Senior Manager, Accounting & Tax Operations
New
C
CollectiveFinancial Services
Open to remote candidates within the U.S.Full-TimeManager
Salary$140K - $180K
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Job Details
- Experience
- 5+ years
- Required Skills
- JiraBookkeepingGoogle Workspace
Requirements
- Active CPA, EA, or JD in state of residency.
- 5+ years of experience scaling and bridging bookkeeping and tax operations.
- Technical proficiency in complex books and tax preparation, including multi-jurisdictional compliance.
- Hands-on experience with Form 1040, 1120-S, 1065, and associated schedules.
- Experience managing high-volume workflows and large client portfolios.
- Strong analytical and data-driven problem-solving skills.
- Ability to bridge technical tax practice with high-volume service delivery.
- Comfortable using Google Workspace and Slack.
- Proficiency with tax research and preparation tools (e.g., CCH, GoSystems).
- Experience with issue-documentation tools such as Jira and Confluence.
Responsibilities
- Identify optimization opportunities in complex-tier member financial structures to streamline books-to-tax deliverables.
- Mentor and support team of bookkeepers and tax staff to ensure continuous growth and capability.
- Review federal and state tax returns (Form 1040, 1120-S, 1065) and financial activity to ensure compliance.
- Handle escalations for complex tax issues such as rental property income and multi-state nexus exposure.
- Serve as technical subject matter expert for accounting and tax teams on multi-state apportionment and K-1 flow-through.
- Develop playbooks and training modules to increase organizational capacity for handling complex financial scenarios.
- Document complex scenarios to identify patterns and implement process improvements.
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