Experience Inc. Jobs

Job Description

A client of Insight Global is seeking a Tax Manager to join their growing team! This position is fully remote but you must reside in one of the following states to be considered - Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, North Carolina, North Dakota, Ohio, Oklahoma, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Wisconsin, Wyoming.

Our client has broken away from the traditional CPA firm mold. They have shed the audit side of accounting and are focusing on tax compliance, tax consulting, venture capital, wealth growth, tax strategy, and tax structuring. The firm integrates a multi-family feel into a CPA firm by serving as their client's first point advisors when it comes to client's tax, investment, and business management needs. We are looking for smart, personable, and hard-working individuals that want to further their career in tax while also gaining exposure to the venture capital, strategy, and detailed business dealings of a variety of industries. This is an opportunity to learn areas that traditional CPA firms cannot offer.

They have done away with the traditional billable hour goals. All members of the team will be involved in a dollar amount book of business that determines quarterly bonuses. You pick your workload. The bonus structure has very high potential for those wanting to work and learn more. They averaged 20% of salary bonuses in 2023 and with efficiencies increasing, this is expected to grow relative to your book.

Opportunities for advancement are available and encouraged. By placing an emphasis on planning and projections and extending 100% of their clients, they have created a more uniform work year instead of long and draining tax seasons. Additionally, the firm comes together at least 2-3 times a year for training, working, and fun. Destinations they have been to and have planned include San Diego, Nashville, Miami, Scottsdale, and Cabo. Full benefits, 401(k) matching of 5%, and unlimited PTO are available.

The Tax Manager will be responsible for overseeing 3 people as each team is made up of 4 (1 tax manager and 3 tax associates). Every now and then, they may manage interns and admins so it could be up to as many as 5 people.

Responsibilities:

- Manager will be responsible for running their own book of business.

- Manager will be the final review prior to returns being passed to the director/signer.

- Manager will have at least two direct reports that will work on their book and will be responsible for reviewing performance and work product.

- Manager will be involved in high level planning and consulting and will be responsible for carrying out the decisions that are made as a result of these meetings.

- Manager will lead client meetings and will be responsible for following through on all aspects of services.

- Managers will have the autonomy to make client facing decisions once the model and goals are learned, applied, and practiced.

- Manager will need to be able to pivot between large groups of clients and have the ability to multi-task efficiently.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

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Skills and Requirements

• Bachelors or Master's degree in accounting or related

• CPA required

• 8 to 15 years experience in public accounting

• Must have experience in a reviewer role

• Experience leading a team, managing client accounts and consulting with clients required

• Experience with income tax returns such as: high net worth individuals, pass-throughs, trusts/estates, individuals, gift taxes, etc.

• Software experience required -- CCH Axcess and CCH Engagement

• Must have a go-getter, super motivated personality -- willing to take on challenges and enjoy working in a fast-paced environment

• Ability to handle a variety of different projects at once

• Adaptable and open-minded, not fearful of change or the unfamiliar null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.