Location: Remote
Job Summary:
We are seeking a highly motivated Income Tax Manager to support our tax teams. You will be responsible for assisting with preparing tax deliverables, providing five-star communication to clients, and developing the next generation of tax managers under you. Additionally, you will be supporting other client-facing teams (bookkeeping, tax credits, account management) to facilitate new engagement sales or solve operational problems.
Who We Are:
At Shares Economy Tax we operate as a tax compliance firm focused on helping entrepreneurs, investors, and operators leverage tax and operation strategies in the Sharing Economy through tax return preparation, advisory, and education.
Our services are specifically designed to assist Short-Term Rental (Airbnb, VRBO) hosts, Car Share (Turo, Getaround) hosts, and high-earning freelancers looking to create long-term business value by minimizing multi-year tax liabilities while navigating the complexities of the modern economy.
SET was founded in 2014 and is Latino-owned business with a team of 18 with technical and support staff in the United States, Mexico, and the Asia Pacific region. We operate as a diverse and distributed workforce so that our tailored strategies can provide our clients with long-term economic success, today and tomorrow.
Your Key Responsibilities:
- Manage SET client portfolio, consistently delivering high-quality service.
- Ensure accuracy and compliance of the preparation, review, and timely filing of all tax forms, particularly for short-term rental and real estate returns.
- Enhance efficiency across project initiatives.
- Contribute to team professional development by providing mentorship, supportive guidance, and documented education.
- Stay up-to-date with tax regulations, conduct diligent research, and provide consultation to clients on in-scope tax matters.
- Contribute to practice and team development and assist in optimizing and documenting the tax team workflows.
Qualifications:
- CPA or EA required
- Bachelor’s degree in accounting, finance, economics, or related field
- 8+ years of tax and/or accounting experience
- 4+ years of experience preparing tax returns with Schedule E’s and C’s
- Experience directly managing and interacting with clients and staff
- Strong interpersonal and communication skills
- Proficiency with tax preparation on a cloud tax preparation tools and navigating for required accounting software (Quickbooks and Xero)
Preferred Qualifications:
- Advanced knowledge of applicable accounting and tax software Proconnect, QuickBooks, and Xero
- Substantial knowledge of 1040, Partnerships, and S-Corps
- Experience in individual clients, real estate, high net worth individuals, and with our top state income tax rules (California, Oregon, Colorado, New York, and New Jersey)
What We Offer
Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:
- Competitive PTO
- Medical, Dental, Vision, & Voluntary Insurance Options
- 401(k) Matching
- Discretionary Bonus
- 10 Paid Holidays
- Accommodating Schedule
- Professional Development Support
- Support to Attend Industry Conferences