Tax Manager

Cast Finance is a modern accounting, bookkeeping, payroll, and advisory partner — built for today’s entrepreneur. Our mission? Empower our Members to build stronger, smarter businesses through financial clarity, strategic partnership, and operational excellence. We’re proudly tech-first , investing heavily in AI tools and automation so our team can focus on delivering human insights and making a real difference. We believe work should be challenging, meaningful, and a little bit playful.

Join us and help reshape the future of financial services — one Member at a time.

As our Tax Manager, you will lead a small team of Senior Accountants while also serving as a hands-on contributor, preparing and reviewing complex tax returns across individuals, corporations, partnerships, and nonprofits. This dual-leadership role ensures you stay deeply connected to the technical tax work while guiding your team to deliver high-quality, compliant, and strategic outcomes for our Members.

What You'll Achieve

• Manage, mentor, and develop a team of Senior Accountants while maintaining individual contributor responsibilities, including preparing and reviewing complex federal, state, local, and multi-state tax returns for individuals, partnerships, S-corporations, C-corporations, and nonprofits.
• Deliver accurate, timely tax filings and oversee Member engagements to ensure an exceptional experience grounded in clarity, precision, and trust.
• Implement and refine tax strategies that support Member growth, efficiency, and compliance, including planning, projections, and addressing complex tax issues.
• Partner with accounting teams on year-end close, M&A activity, international tax considerations, and technical projects requiring strong tax expertise.
• Strengthen operational processes, documentation standards, and workflows that support scalable, cloud-based, paperless tax operations.
• Build strong relationships with Members through clear, proactive communication and strategic tax insights.

Who You Are

You are a technically strong tax professional who thrives in a role that blends leadership with hands-on execution. You enjoy coaching others, solving complex tax problems, and contributing directly to high-quality Member deliverables. You bring:

• Experience & Technical Skills
• 5+ years of tax experience in a CPA firm.
• Strong knowledge of tax accounting, tax compliance, and multi-entity, multi-state filings across partnerships, S-corps, C-corps, individuals, and nonprofits (including amended returns).
• Experience preparing or reviewing Form 990 (preferred).
• Experience with early-stage startups, high-growth companies, multinational or multi-jurisdictional organizations.
• International tax experience (preferred).
• Experience supporting tax aspects of mergers and acquisitions.
• Strong understanding of year-end accounting processes, including adjustments and workpaper preparation.
• Ability to research complex tax issues and communicate findings clearly to non-tax stakeholders.
• Demonstrated leadership experience — coaching, mentoring, and developing staff while also owning individual tax deliverables.
• Comfort in a digital, cloud-based, paperless environment; remote-work experience a plus.
• Highly organized, detail-oriented, and committed to accuracy.
• Motivated self-starter who thrives in a fast-paced, evolving environment.
• Clear communicator with the ability to simplify complex concepts.
• Tech-forward problem solver who welcomes automation and efficient workflows.
• Strong project management skills with the ability to navigate peak tax workloads.
• Education & Credentials
• Bachelor’s Degree in Accounting (required)
• CPA license (required)

What We Offer

• This is a remote, US-based position.
• Please note we also have the option to work from our offices in Miami or…