Manager - Tax Services (Partner Track)

About Founder’s CPA

Founder’s CPA is an industry-leading accounting firm in Chicago that focuses on outsourced accounting, tax, and CFO services for venture-backed startups in the blockchain, FinTech, and SaaS industries. Through technology adoption and streamlined processes, we deliver tailored accounting & tax solutions to meet our clients’ unique needs. We refuse to accept the inefficient and burdensome “old school” approach to accounting and offer an improved customer experience that provides deeper, more meaningful value as our client's trusted advisor.

We believe in an outcomes-based approach that emphasizes individual accountability and output as the best measurements of effectiveness. We’re looking for curious, reliable team members who deliver an exceptional work product they’re proud to put their name on.

Founder's CPA has grown at a rapid pace since 2017 and each team member plays an integral role in building a modern innovative accounting firm.

What We Value

We value diversity and the unique perspectives and strengths each team member brings to our firm. Together, we work in alignment with our 4 core values:

1. FIOTA - Figure It Out Then Ask. - Find innovation where the opportunity exists and embrace an entrepreneurial mindset.
2. Authentic Relationships - Demonstrate strong interpersonal skills when working with clients and balance empathy and constructive feedback among peers.
3. Accountability - Do what you say you will when you say you’ll do it.
4. Teach Others to Fish - Use your expertise to help others - Whether it be hands-on teaching, through documentation, or another mode of knowledge transfer. The important thing is that we use what we know to help others grow.

What You’ll Do

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:

1. 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
2. Managing, developing, and mentoring members of the tax team
3. Identifying and developing solutions for complex tax issues
4. Answering client inquiries and working with management to triage and problem solve tax issues or questions
5. Developing process improvements in company tax procedures
6. Producing quarterly/yearly tax projections
7. Engaging in strategic tax planning
8. 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.

Who You Are

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

1. Bachelor’s degree in accounting, finance, or similar field
2. A passion for all things tax
3. Certified Public Accountant (CPA) license or Enrolled Agent (EA) is required
4. Familiarity with ProConnect, CCH ProSystem fx is a plus
5. Proven experience as a tax manager, public accountant, or similar role
6. Experience with or interest in crypto taxation is a bonus
7. A borderline unhealthy obsession with being organized
8. Keen attention to detail
9. Strong written and verbal communication skills
10. Natural curiosity and a strong desire to learn new skills
11. Ability to work autonomously
12. Comfort working in a fast-paced environment
13. Problem-solving skills
14. Professionalism and commitment to exceptional communication and client service
15. Experience with Quickbooks Online, Sage Intacct, Xero, Bill.com, Expensify, Gusto, HubDoc, and other accounting applications is a plus

Perks

1. Casual dress
2. Flexible work schedule
3. Competitive compensation and benefits package (health, dental, vision, and retirement), including profit-sharing bonuses
4. Autonomy of work and ability to grow quickly within the company
5. A company culture that places emphasis on work-life balance and individual career goals
6. Opportunity to work on a variety of innovative clients in emerging industries
7. Hybrid remote and in-office work arrangement during busy season and summer

Compensation

This position is for immediate hire, paid commensurate with the candidate's experience.