Senior Manager, Accounting & Tax Operations

About the role

As part of the Service Operations tax and accounting team, you will bridge tax and accounting functions, providing strategic direction on complex financial scenarios to keep books optimized for tax delivery. You will act as a subject‑matter expert and advisor while leading a growing team.

Key responsibilities

• Understand complex‑tier members' financial background, business structure, goals, and tax situation to identify optimization opportunities.
• Support and mentor bookkeepers and tax staff, ensuring continuous growth and capability.
• Manage ongoing tax and bookkeeping delivery for complex‑tier members, reviewing year‑round financial activity.
• Handle escalations from less‑complex members that cross into complex‑tier territory and resolve root causes.
• Review bookkeeping and federal/state tax returns (Form 1040, 1120‑S, 1065, schedules C/E/SE) to deliver high‑quality compliant results.
• Serve as in‑house technical expert for multi‑state apportionment, nexus, rental property basis, K‑1 flow‑through, payroll sourcing, and build playbooks with enablement.
• Upskill into additional service types such as payroll or other business tax realms.
• Document complex scenarios, identify patterns, and turn them into training and process improvements.

Required profile

• Active CPA, EA, or JD in state of residency.
• 5+ years of experience scaling and bridging bookkeeping and tax operations.
• Strong analytical and data‑driven problem‑solving abilities to translate tax complexity into scalable workflows.
• Comfortable using Google Workspace, Slack, tax research/preparation tools (CCH, GoSystems) and issue‑documentation tools (Jira, Confluence).

Required skills

• Google Workspace
• Slack
• CCH
• GoSystems
• Jira
• Confluence

What we offer

• Remote‑friendly environment with flexibility to work from home (U.S. remote candidates accepted; Bay Area employees follow a hybrid schedule).
• $200 quarterly reimbursement for health & wellness.
• Fresh lunch provided on in‑office days for hybrid schedule.
• $150 monthly commuter reimbursement for transit expenses (hybrid schedule).
• Flexible PTO plus 14 company holidays.
• 100% medical, dental, and vision coverage for employees; 75% for dependents.
• 16 weeks fully paid parental leave.
• 401k plan plus equity package.
• Quarterly virtual events and an annual in‑person summit.