Senior Technical Tax Manager

GeltNew York, NY
Remote

About The Position

Gelt is a tech-driven tax company providing premium tax solutions for closely-held businesses, HNWIs, and investors. Their goal is to optimize clients’ taxes and ensure compliance by utilizing their proprietary technology platform and team of expert in-house tax professionals. The Senior Technical Tax Manager will be a key resource, staying updated with tax regulations, scrutinizing tax returns, acting as a primary technical resource for the tax team, addressing complex client inquiries, leading team development, meeting high-profile clients, and assisting with tax model development and software validation.

Requirements

  • CPA or EA with 10+ years of relevant experience.
  • At least 3 years of experience managing and mentoring a small tax team.
  • Bachelor’s or Master’s degree in Accounting or Taxation.
  • Deep knowledge of federal tax law, including pass-throughs and corporations.
  • Tech-savvy and process-oriented—comfortable optimizing workflows.
  • Able to distill complex tax issues into clear, actionable advice.
  • Motivated by autonomy, impact, and building something meaningful.

Nice To Haves

  • Experience with 1120s, trusts, estates, and gift tax planning.
  • Familiarity with private equity and venture capital clients.

Responsibilities

  • Stay updated with the latest tax regulations and provide authoritative advice on challenging tax matters.
  • Scrutinize intricate tax returns to ensure accuracy, compliance, and optimal tax positions before filing.
  • Act as the primary technical resource for the tax team.
  • Address and resolve inquiries and provide guidance on complex client scenarios.
  • Lead mentoring, training, internal processes, and procedures.
  • Meet with high-profile/complex clients.
  • Assist with developing and designing tax models based on current regulations and tax strategies.
  • Assess and validate current tax software.
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