Kata Direct · 1 day ago
Senior Tax Manager
United States
Full-time
Remote
Senior Level, Lead/Staff
$170K/yr - $170K/yr
8+ years expKata Direct is a well-established boutique CPA firm seeking a seasoned Tax Manager to join their team after a successful year of growth. The role involves delivering exceptional tax services, overseeing complex tax engagements, mentoring younger specialists, and implementing advanced tax planning strategies for a specialized client base.
Marketing & Advertising
Responsibilities
Prepare and review complex federal and state tax returns for entities including corporations, partnerships, LLCs, and high-net-worth individuals
Ensure compliance with tax regulations specific to real estate, construction, technology, and professional services industries
Manage multiple client engagements simultaneously while maintaining quality and meeting deadlines
Oversee tax provision work and quarterly estimated tax payments
Develop and implement sophisticated tax strategies aligned with clients' business goals and growth trajectories
Collaborate with fractional CFO services to integrate tax planning with overall financial strategy
Identify tax-saving opportunities through entity structure optimization and strategic planning
Stay current with tax law changes and assess impact on client strategies
Serve as primary tax contact for assigned clients, building strong relationships and understanding their unique needs
Communicate complex tax concepts clearly to business owners and stakeholders
Participate in client meetings and strategic planning sessions
Provide responsive, high-quality client service that exceeds expectations
Supervise and mentor junior tax professionals and seasonal staff (US and abroad based)
Review work performed by team members and provide constructive feedback
Participate in recruitment and training of new team members
Foster a collaborative team environment focused on continuous improvement
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field
CPA license
Minimum 8 years of progressive tax experience in public accounting
Advanced proficiency in professional tax software
Strong Excel skills and familiarity with cloud-based accounting platforms
Knowledge of federal and state tax compliance requirements
Experience with personal and business tax returns (1140, 1120, 1065, 1120S)
Leadership and demonstrated ability to supervise and mentor junior staff
Excellent written and verbal communication skills
Preferred
Master's degree in Taxation or related field
Industry specialized experience working with clients in real estate, construction, technology, or professional services
Experience with Drake Tax Software
Experience working in the industry and business as well as public accounting
Background in tax planning and entity structure advisory
Experience in business development and client relationship expansion
Benefits
Annual Performance Bonus
Annual Salary Reviews
10 days annual holidays + floating personal days
Remote friendly
Hybrid work option + flexible schedule
Opportunity to customize own benefit package
Company
Kata Direct
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2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase