Tax Manager

Gelt • New York, NY

13h • Remote

About The Position

Gelt is a tech-driven tax company providing premium tax solutions for closely-held businesses, HNWIs, and investors. The company's goal is to optimize clients’ taxes and ensure their compliance by utilizing a proprietary technology platform and a team of expert in-house tax professionals. The Tax Manager will serve as a team leader for 2-4 tax associates, addressing and resolving inquiries, managing daily, weekly, monthly, and quarterly workflows, assisting with drafting client emails, fostering client relationships, and providing guidance on complex client scenarios to assist with tax return preparation. This role involves meeting with clients to discuss their tax situation, offer advice, and ensure client satisfaction, with more regular meetings during tax season to review tax returns. The manager will also examine intricate tax returns to ensure accuracy, compliance, and optimal tax positions before filing. Furthermore, the position requires delving into complex tax topics to extract precise information, staying updated with the latest tax regulations, providing authoritative advice on nuanced tax subjects, and documenting research findings to create internal best practices and assist in training materials for the broader team.

Requirements

• 7+ years of work experience with S-Corporations (1120S), partnerships (1065), and individuals (1040) - mostly in professional services, technology, real estate and financial services industries
• 2+ years of managing a small team of tax preparers
• A bachelor’s / master’s degree in Accounting / Taxation
• A CPA, EA or tax attorney - a must
• Sound knowledge on direct tax law
• Ability to breakdown complex processes to simplify and optimize them
• Enjoys fast paced startup environment

Nice To Haves

• experience with corporations (1120), estate planning and trusts, gifts
• PE and VC (funds) experience

Responsibilities

• Serve as a team leader for 2-4 tax associates addressing and resolving inquiries, managing daily, weekly, monthly and quarterly workflows, assisting with drafting client emails and fostering client relationships and providing guidance on complex client scenarios in order to assist with tax return preparation.
• Meet with clients to discuss their tax situation, offer advice, and ensure client satisfaction. Meetings will be scheduled more regularly during tax season to review tax returns.
• Examine intricate tax returns to ensure accuracy, compliance, and optimal tax positions before filing.
• Delve into complex tax topics to extract precise information, staying updated with the latest tax regulations, and providing authoritative advice on nuanced tax subjects.
• Stay updated with the ever-evolving tax landscape, including the latest rulings, legislation, and best practices.
• Document research findings, create internal best practices, and assist in training materials for the broader team.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager