Tax Manager

Red Bike Advisors is a 100% virtual tax, accounting, and advisory firm helping healthcare practice owners and scaling service businesses go from financially stressed to financially free. Founded in 2009 and based in Wilmington, North Carolina, we serve clients across the U.S. with proactive tax strategy & filing, accounting & advisory, tax resolution, and fraud & forensic investigations, all built around one idea: your business should fund your life, your freedom, and your future.

We give owners the financial clarity, proactive tax strategy, and year‑round partnership to stop surviving their business and start building real wealth from it.

Our team are A‑players who execute on this vision every day and have a passion for delivering real value, not just compliance. Our culture is built on remote work, flexible schedules, KPI‑driven accountability, and a genuine belief that tax strategy changes lives.

We are seeking a full‑ or part‑time
Tax Manager to join our growing team and help drive this mission forward. This role is for someone who is genuinely excited about tax strategy, not just tax compliance; who wants to teach their team to think beyond the return; and who measures their own success by the value they create for clients, not just what they file.

Team members who thrive here are "students of business." They understand our KPIs, care about throughput and efficiency, and take personal ownership of the client experience from planning through delivery.

The Tax Manager is responsible for the tax department's output quality, capacity, and strategic contribution to the firm. This means owning the full arc from client tax planning through return delivery, leading and coaching a team of tax preparers, and actively driving or delegating tax strategy conversations with clients.

Day to day, you will review tax returns for accuracy and alignment with client tax strategy and sign the tax return for filing; conduct or delegate complex tax research; hold team members accountable to turnaround and quality standards; and meet with clients on planning and strategy. You will know when a return is "done" and resist the pull to over‑review, and you ship on time and on target.

This role is available full‑time or structured as a job share between two part‑time professionals. We especially love working with professional moms who want to work at a high level without going all in at 40 hours a week. If that’s you, let’s talk.

Serve as the executive‑level relationship owner for a multi‑million dollar book of business, ensuring clients receive proactive, strategic, and timely tax counsel year‑round.

• Lead tax strategy conversations with clients, identifying planning opportunities beyond compliance.
• Meet with key clients to review tax positions, adjust strategy, and document learnings into repeatable processes.
• Prepare and/or review strategic tax plans for technical accuracy, long‑term savings, and appropriateness for client goals.
• Research and consult on complex tax matters; involve outside resources when appropriate and document the outcome.
• Identify and surface additional service opportunities for clients; hand off to the appropriate team member.

Review tax returns, projections, and strategic tax plans prepared by team members for technical accuracy, alignment with client tax strategy, and compliance with current law.

• Review with a standard to catch real errors, not cosmetic ones; avoid unnecessary deep dives.
• Reviews completed within 3 days of assignment.
• Prepare complex tax returns as needed when no preparer is appropriately positioned.
• Maintain accuracy and quality standards across all tax work product.
• Collaborate with accounting, advisory, and dispute teams to deliver a connected, holistic service to shared clients.

Manage, coach, and develop a team of tax professionals toward both technical skill and efficiency.

• Hold weekly accountability check‑ins; track turnaround time, time under budget, and utilization by preparer.
• Identify scope creep and hour overruns before they become client or…