**MUST RESIDE IN EASTERN OR CENTRAL TIME ZONE*      Work at Home Opportunity

Tax Manager - Financial Solutions - Full-time 

BELAY is a growing and vibrant, Atlanta, GA-based company that offers virtual staffing solutions in the areas of Virtual Assistants, Marketing Assistants, and Financial Specialists. We are a fast-paced team of high performers that work extremely hard but also know how to have a great time. Culture is a top priority and our values are lived out daily.

Who is BELAY? Click here and enjoy!

Below are the position requirements.

Job purpose  

The Tax Manager helps drive the success of tax engagements, ensuring high-quality service for our clients. Reporting to the Tax Director, this role manages all aspects of tax compliance, planning, and consulting. The Tax Manager leads a team of tax professionals, providing guidance, mentorship, and development to deliver accurate, efficient, and client-focused results.

Duties and responsibilities

As a BELAY Manager, you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission, vision, and core values daily, fostering a collaborative and positive team environment.

Team Management & Support

• Supervise and support a team of tax professionals, including senior associates and staff accountants, under the guidance of the Tax Director
• Manage workloads to ensure team members meet deadlines and deliver accurate work
• Conduct regular performance reviews, providing constructive feedback and identifying opportunities for professional development

Mentorship, Coaching, & Training

• Develop and implement training programs to strengthen the technical skills and knowledge of the tax team
• Serve as a mentor and coach, offering career guidance and support to team members
• Stay current on tax laws and industry trends, ensuring the team is informed and trained accordingly

Client Service & Relationship Management

• Assist in managing a portfolio of clients, ensuring timely delivery of tax compliance, planning, and consulting services
• Build and maintain strong client relationships, understanding unique needs and providing tailored tax solutions
• Collaborate with the Tax Director to identify and pursue opportunities for additional services and business growth with existing clients

Tax Compliance & Technical Expertise

• Review and assist in the preparation of complex tax returns for individuals, corporations, partnerships, trusts, and tax-exempt organizations
• Ensure compliance with federal, state, and local tax regulations, identifying opportunities for tax savings and mitigating risks
• Provide technical expertise and support on complex tax issues and transactions

Process Improvement & Efficiency

• Identify and recommend process improvements to enhance efficiency and accuracy of tax compliance and reporting
•  Leverage technology and tools to streamline tax workflows and reduce manual processes
• Collaborate with other departments to ensure integrated service delivery and client satisfaction

Qualifications

This role requires a motivated and trustworthy self-starter with strong communication and technological skills, who thrives independently and as part of a team, and is willing to roll up their sleeves to get the job done! Our ideal manager is flexible, creative, well-organized and will conduct relational and efficient coaching at all times. 

• Bachelor's degree in accounting, business, economics, and/or finance
• Certified Public Accountant (CPA) license or Enrolled Agent (EA) designation required
• 7+ years of related experience, with client services
• At least one year in a managerial role overseeing staff and 2-3 years of tax return review experience including but not limited to PTEs, C-Corporations, Individuals, Trusts, and Not-for-Profit Entities
• Experience with multi-state entities and foreign owned U.S. based entities
• Excellent written and verbal communication skills
• Tax research experience, strong knowledge of the tax code, and proactive problem-solving skills
• Strong leadership and interpersonal skills.

Preferred but not required:

• Experience with small business and startup companies
• Experience with Thomson Reuters Ultratax 
• Experience with Quickbooks Online 

Working conditions

BELAY offers full-time remote work, requiring a dedicated, distraction-free home office for standard Monday-Friday business hours, with occasional travel for some roles. As a full-time, exempt  W-2 employee, you'll join a vibrant, award-winning company culture where you're a valued, engaged team player in a thriving organization.

Physical requirements

This position does not have any physical requirements at this time.

Direct reports

Senior Tax Accountant

Staff Tax Accountant