We’re hiring an Accounting & Tax Manager (ATM) to manage a section of our business clients and support our accounting team with process excellence and collaborative energy. This is a full-time, in-person or hybrid position with a stable, process-driven, people-first team. We are a growing firm that is looking for someone excited to grow with us. What this job IS: • Serving small business clients year-round • Surrounded by great staff, accountants, and admin teams • Flexibility • Proven systems and software • Collaborative team • Continuous learning and improvement • Building client relationships and talking to small business owners Responsibilities: • Supervise the monthly accounting and tax process for a portfolio of small business clients • Provide real-time planning, proactive insights, and practical financial guidance • Prepare and/or review tax returns (990s, 1040, 1065, 1120) and manage workload throughout the year • Support and collaborate with staff accountants to ensure accuracy and consistency • Conduct quarterly client meetings, provide Loom video tax summaries, and build strong client relationships • Ensure timely delivery of tax projections, estimates, and financial reports Qualifications: • +2 years of experience with QuickBooks Online • +4 years of experience preparing tax returns • Comfortable working with small business owners and building relationships • Evidence of supervisory ability • Bachelor's Degree or equivalent (Accounting emphasis is helpful, but not required) • Enjoys numbers and is technologically savvy with computers • Enrolled Agent or CPA Compensation: $70,000 - $110,000 yearly

• Supervise the monthly accounting and tax process for a portfolio of small business clients • Provide real-time planning, proactive insights, and practical financial guidance • Prepare and/or review tax returns (990s, 1040, 1065, 1120) and manage workload throughout the year • Support and collaborate with staff accountants to ensure accuracy and consistency • Conduct quarterly client meetings, provide Loom video tax summaries, and build strong client relationships • Ensure timely delivery of tax projections, estimates, and financial reports