Lead technical tax work, advise on complex federal tax matters, review and quality-control intricate returns, manage and mentor 2–4 tax associates, meet with high-net-worth clients, design tax models and workflows, assess tax software, and develop best practices for the tax team.
Description
Tax Manager
About Gelt:
Gelt is a tech-driven tax company providing premium tax solutions for closely-held businesses, HNWIs, and investors. Our goal is to optimize our clients’ taxes and ensure their compliance by utilizing our proprietary technology platform and team of expert in-house tax professionals.
Responsibilities:
- Provide authoritative advice on challenging tax matters
- Lead review and quality control on intricate tax returns to ensure accuracy, compliance, and optimal tax positions
- Serve as the primary technical resource for the tax team
- Delve into complex tax topics as you research and apply authoritative advice on nuanced tax subjects
- Serve as the team lead for 2-4 tax associates
- Meet with high-profile/complex clients
- Assist with developing and designing tax models based on current regulations and tax strategies
- Assess and validate current tax software
- Develop best practices
Professional Must Haves:
- CPA with 7+ years of relevant experience with S-Corporations, and Individuals including HNWIs in professional services, technology, real estate, and financial services
- At least 2 years of experience managing and mentoring a small team of tax preparers
- Bachelor’s or Master’s degree in Accounting or Taxation
- Deep knowledge of federal tax law, including pass-throughs and corporations
- Tech-savvy and process-oriented—comfortable optimizing workflows
- Ability to distill complex tax issues into clear, actionable advice
- Experience with 1120s, trusts, estates, and gift tax planning
- Familiarity with private equity and venture capital clients
- Excellent written and verbal communication skills
Why Gelt?
- Small, collaborative team where your voice matters
- Entrepreneurial, fast-paced culture with strong values
- 100% remote with flexible hours
- Opportunity to shape how modern tax services are delivered
- Competitive compensation and benefits
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Lead and manage tax compliance and consulting engagements for technology clients, mentor tax teams, develop tax strategies, prepare and review returns, conduct research on complex issues, and maintain strong client relationships while ensuring timely, proactive service.
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Lead and manage federal and multi-state tax compliance and consulting engagements for technology clients; mentor tax staff; develop tax strategies; prepare and review returns; perform tax research on complex issues; and build/maintain client relationships while ensuring proactive communication and timely service.
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