Job Description

Job Description

Job Description

Ideal for an experienced tax professional who has a passion for helping small businesses thrive.

COMPENSATION: $151,000 Base + $8,000 Tax Season Success Bonus

W-2 EMPLOYEE

SCHEDULE:

Full-time

Hours vary by season

35 hours per week - 55 hours per week

Summer Fridays OFF!

LOCATION: 100% REMOTE

LEARN MORE HERE:

At About Profit, we are ALL about advising small business clients on maximizing their profitability. We are one of only 60 Profit First Mastery Certified Firms in the United States. That means we are the go-to experts in cash management and profitability for savvy small business owners who have cash in the bank to correlate to their profitability.

Even though our team stretches across the country, we work with a Staten Island hustle and a Brooklyn grind that our clients love.

Our team is growing! We need a Tax Manager to proactively manage their book of business and provide mentorship and peer support to upskill the junior staff.

About Profit's Core Values

No A**holes: We promote positive interactions and are free from toxic behavior.

Friendly: We create a welcoming and approachable work environment.

Personable: We are genuine and create relatable interactions within the workplace.

Tax Manager Key Responsibilities

#1) Proactively manage client relationships to prepare and deliver/sign tax returns in your book of business.

Success Metrics

• Maintaining client budget with an 80% realization
• Less than 3% of your returns need to be amended
• 95% of your returns are completed two weeks prior to deadline
• Retain at least 98.5% of your client's quarter-over-quarter

#2) Review tax returns, provide review notes, and provide training/mentorship to entry-level accountants.

Success Metrics

• Complete 20 - 25 hours per week reviewing and managing of client work
• Provide 2 - 4 hours of training and mentorship to entry level accountants based off review notes per week
  • Measure of Success: Less than 5% of returns reviewed need to be reworked after final review

#3) Provide miscellaneous tax services to clients upon request e.g. letters, payroll, sales tax returns, etc.

Success Metrics

• 98% of miscellaneous tasks completed by due date
• Succinctly respond to clients within 24 hours (one business day)
• No more than one client outreach per month after no sign of follow up emails

Ideal Tax Manager Characteristics:

• 5 + years of experience working in a small US public tax or accounting firm
• Enrolled Agent or CPA required
• Prefers to be super organized in any situation
• Acts proactively because waiting around is wasting time
• Friends and family refer to you for all things numbers
• Enjoys giving feedback because it's fun to see others improve and learn
• Hustles to get work done well and on time

Benefits & Perks:

• Total Annual PTO - 5 weeks + 3 days
  • Paid Time Off (4 weeks + 1 day per year)
  • Paid Holidays (7 days)
• 2 Employee Events per Year
• 80% Employer Paid Medical
• Dental + Vision Insurance Available
• 401K with Match

COMPENSATION: $151,000 Base + $8,000 Tax Season Success Bonus

APPLICATION PROCESS:

1. Apply Online
2. Complete The ALL IN Assessment online within 24 hours of application (Approximately 35 minutes to complete)
3. Online Skills Testing (Approximately 25 minutes)
4. Initial Phone Interview (Approximately 15 minutes)
5. Deep Dive Interview (Approximately 1.5 hours)
6. Team Shadow Day - PAID ($250): "Experience a Day in the Life with Us" (4 hours)

LEARN MORE HERE:

SCHEDULE:

Full-time, hours vary by season [2,136 Total Hours per Year]

January 1st - January 14th (Standard Business Hours - 40 Hours per Week)

January 10 th - April 15 th (Tax Season Hours - 55 Hours per Week)

April 16th - Friday Before Memorial Day (Standard Business Hours - 40 Hours per Week)

Memorial Day - Labor Day (Summer Hours - FRIDAYS OFF - 35 Hours per Week) Day After Labor Day - Dec 31st (Standard Business Hours - 40 Hours per Week)

Standard Business Hours* (Five days per week; 40 hours per week)

*10:00 am EST 6 pm EST to complete 7 hours of work with a required 45-minute lunch break.

OR

10:00 am PST 6 pm PST to complete 7 hours of work with a required 45-minute lunch break

Tax Season Business Hours (Six days per week; 55 hours per week)

Monday through Thursday

8:00 am - 6:00 pm MST

9:00 am - 7:00 pm CST

10:00 am - 8:00 pm EST

Fridays

8:00 am - 4:00 pm MST

9:00 am - 5:00 pm CST

10:00 am - 6:00 pm EST

Saturdays

8:00 am - 2:00 pm MST

9:00 am - 3:00 pm CST

10:00 am - 4:00 pm EST

Summer Hours - Fridays Off (Four days per week; 35 hours per week)

Monday through Thursday

7:00 am - 4:30 pm MST

8:00 am - 5:30 pm CST

9:00 am - 6:30 pm EST

Fridays

Off

About Profit is an equal opportunity employer.

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