Tax Manager

About Savvy Tax Strategies

We're a tax and advisory firm serving two very different kinds of clients. First, blue-collar business owners: contractors, builders, trades, and service companies across the country. Second, a fast-growing base of individuals and families who come to us through a national personal-finance referral partnership. These are people who are paying off debt, building wealth, and want a tax pro who'll pick up the phone.

We run two divisions: Compliance (bookkeeping, payroll, and tax prep) and Advisory (tax planning, Profit First, and fractional CFO work). Everything we do runs through the Savvy BOSS system — our Business Operating Success System — which takes a client from clean books to proactive tax strategy to real profit.

Our motto: Work Smarter. Pay Less. Keep More. We're small, growing fast, and allergic to busywork.

The Role

This role takes the tax practice off the founder's plate. Not part of it — all of it. That includes 150+ individual returns from our referral partnership plus our small-business returns. You'll own the tax pipeline from first contact to e-file, manage the people who touch returns, and keep clients ahead of the IRS instead of chasing it.

This is not a seat for someone who wants to grind out 1040s in a corner. It's for a tax pro who wants to run a practice inside a growing firm, with real authority and a direct line to the owner.

What success looks like in year one:

• Every return delivered on our published turnaround — no extensions caused by us
• The founder reviews zero routine returns by the end of the 2027 filing season
• Review notes drop because prep quality goes up, not because standards go down
• Tax season runs on a calendar and a checklist, not on heroics

What You'll Own

Tax production and review

• Own a book of 150+ individual (1040) returns from our referral partnership: W-2 households, families, rentals, and side businesses
• Respond fast to new referral leads, run the intro call, and turn them into engaged clients
• Prepare and review partnership (1065), S corp (1120-S), and C corp (1120) returns, plus Schedule C, E, and multi-state work
• Serve as final reviewer and signer on returns before client delivery
• Own quarterly estimates, extensions, and amended returns

Running the tax pipeline

• Manage the tax workflow in TaxDome: engagement letters, document collection, status tracking, and deadlines
• Run our Prep Day scheduling system so returns move on a predictable calendar
• Hit our tiered turnaround commitments for every service level
• Build and maintain checklists, review standards, and SOPs so quality doesn't depend on one person

Leading people

• Supervise, train, and review the work of tax and bookkeeping staff who prepare returns
• Give clear, fast review feedback that makes the team better each season

Clients and the IRS

• Handle IRS and state notices, correspondence, and representation (if credentialed)
• Answer client tax questions within our response-time standards
• Partner with our bookkeeping team to make sure books are tax-ready before they hit your desk

Feeding the advisory side

• Spot tax-planning opportunities during prep (entity choice, reasonable comp, retirement plans, depreciation) and flag them to the advisory team
• Support tax projections and planning work for advisory clients

What You Bring

• 5+ years of hands-on tax preparation, including at least 2 years reviewing other preparers' returns
• Proven ability to handle high-volume individual returns without letting quality or client service slip
• Comfort with small-business returns: S corps, partnerships, and Schedule C filers with real complexity
• Experience handling IRS notices and correspondence on your own
• Working knowledge of current tax law, including recent OBBBA changes
• Proficiency with professional tax software and practice-management tools (TaxDome a plus)
• A warm, confident phone presence — you can explain tax in plain English to a family on a budget or an owner on a jobsite
• Organized, deadline-driven, and calm when it's March 14th

Bonus Points

• Enrolled Agent or CPA license — not required, but a big plus (and we'll support you in earning your EA)
• Experience with construction or trades clients (job costing, WIP, contractor-specific deductions)
• QuickBooks Online proficiency
• Profit First familiarity, or a planning-first mindset
• Experience building SOPs or leading a tax season at a small firm
• Multi-state experience for clients who work across state lines
• CTA (Certified Tax Advisor) or similar planning credential

This Job Is Not for You If…

• You want someone else to own the deadline
• You need a 40-person firm's layers of review and approval
• "That's how we've always done it" is your favorite sentence
• You'd rather just prep than lead, review, and build systems

Our values are simple: We Own It. We Think Strategically. We Execute. We Build Legacy. We Stay Savvy. We Win Together. If those read like a description of how you already work, keep going.

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• Continuing education credits
• Flexible schedule
• Work from home

Work Location: In person

Plata: $55,000 - $65,000 a year

Rad na daljinu: Da

Izvor: https://indeed.com/viewjob?jk=507ee73cd61c653d

Nivo: senior