Manager - Tax Services

About Founder's CPA

Founder's CPA was founded in 2017 and is now an industry-leading accounting firm located in Chicago that focuses on outsourced accounting, tax, and CFO services for venture-backed startups. We refuse to accept the inefficient and burdensome "old school" approach to accounting and offer a modern approach that improves the client experience. This approach enables us to provide deeper and more meaningful value in our role as a trusted advisor.

We're looking for curious and reliable team members who share our values (see below) to join the team!

We value diversity and the unique perspectives and strengths each team member brings to our firm. Together, we work in alignment with our 5 core values:

• #FIOTA (Figure it out then ask) - By embracing an entrepreneurial mindset, you can exhibit a natural curiosity to develop answers to questions and understand why one way could be better than another.
• Authentic Relationships
  - Care deeply for others, but be willing to challenge them directly to be the best version of themselves, while also embracing constructive feedback as an opportunity to grow.
• Accountability
  - Produce a product that you're proud of, but know your own limitations. Trust in your coworkers' abilities and the reliability of others.
• Continuous Learning
  - Share knowledge while being a thoughtful communicator. Be patient, understanding, and aware that everyone may not be as capable as you are.
• Thoughtful Communication
  - Communication should strive to be appropriately delivered, timely, thorough, and solutions-focused.

As a member of our team, you will provide tax services to our clients and manage our senior associate and associate level tax team members. Duties will include, but are not limited to:

• The preparation and review of corporate, partnership, and individual tax returns with a strong focus on individual tax for founders and high net worth individuals
• Managing, developing, and mentoring members of the tax team
• Identifying and developing solutions for complex tax issues
• Answering client inquiries and working with management to triage and problem solve tax issues or questions
• Developing process improvements in company tax procedures
• Producing quarterly/yearly tax projections
• Engaging in strategic tax planning
• Ad hoc tax projects

In addition, the company is willing to offer a partnership track for the right candidate. An existing book of business is earmarked for transition to a candidate who strives to own his or her own book of clients. The right candidate will also have an incentive structure that can be allocated to partner buy-in for new business generated and managed as well as referral business from existing partners.

More details on the mechanics of the partner admission track can be shared upon request.

The ideal candidate exhibits the following skills and/or characteristics:

• Bachelor’s degree in accounting, finance, or similar field
• Certified Public Accountant (CPA) license or Enrolled Agent (EA) is required
• Familiarity with Pro Connect, CCH Pro System fx is a plus
• Proven experience as a tax manager, public accountant, or similar role
• Experience with or interest in crypto taxation is a bonus
• Keen attention to detail and organizational skills
• Strong written and verbal communication skills
• Natural curiosity and a strong desire to learn new skills
• Ability to work independently and manage multiple tasks efficiently
• Comfort working in a fast-paced environment
• Gathers and analyzes information skillfully
• Professionalism and commitment to exceptional communication and client service
• Experience with Quickbooks Online, Sage Intacct, Xero, , Expensify, Gusto, Hub Doc, and other accounting applications is a plus

A perk we like to highlight is work life…