Brooklyn Fi Tax Manager Remote · Full time Company website

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Brooklyn Fi is a fast-growing financial services firm providing tax preparation and planning, financial planning, wealth management, and bookkeeping services to individuals and businesses nationwide. We have been named to the Inc. 5000 list of fastest-growing private companies for five consecutive years, but we have maintained the feel of a close-knit firm. Our tax practice works primarily with high-income and high-net-worth individuals, business owners, and closely held companies. Because tax is integrated into financial planning and wealth management, our team can look beyond simply preparing last year's return. We regularly help clients think proactively about what comes next. We are fully remote, have an established client base, and place a strong emphasis on building good systems, maintaining reasonable workloads, developing our people, and creating careers that tax professionals actually want to stay in.

The Role

The Tax Manager is primarily a review and technical tax position.

You'll spend much of your time reviewing individual and business tax returns, reviewing tax projections, resolving technical issues, and helping junior staff improve their tax knowledge.

This is a great role for someone who enjoys being the person others come to with difficult tax questions and who wants to continue developing technically without spending their entire day selling work or managing client relationships. You'll work closely with our other tax managers, CPAs, CFPs, and firm leadership on complex tax matters and tax-planning opportunities.

What You'll Do

• Review federal and multi-state tax returns for high-income and high-net-worth individuals
• Review federal and state returns for S corporations, C corporations, and partnerships
• Review individual and business tax projections and identify planning opportunities
• Research and resolve complex tax issues
• Review and respond to IRS and state tax notices
• Collaborate with other managers and partners on complicated client situations
• Train junior staff on technical tax concepts and return preparation
• Manage and mentor a small number of junior team members, including weekly one-on-one meetings
• Provide actionable feedback to help staff progress toward reviewer and manager-level responsibilities
• Help improve tax workflows, processes, templates, and firm procedures
• Maintain strong documentation, review, and compliance standards

What We're Looking For

• 5+ years of public accounting tax experience
• Strong experience preparing and/or reviewing individual income tax returns
• Strong experience with partnerships, S corporations, C corporations
• CPA or EA preferred
• Strong technical tax research and problem-solving skills
• Ability to review work efficiently while maintaining a high standard of accuracy
• Comfortable teaching and providing feedback to junior staff
• Strong written and verbal communication skills
• Comfortable working in a fully remote, technology-driven environment

Experience with equity compensation, including RSUs, stock options, and other equity-related tax issues, is a plus but not required. If you happen to be familiar with any of these software programs, please let us know! Lacerte, Karbon, Soraban, Loom. 

Why Brooklyn Fi?

We know there are plenty of places where experienced tax professionals can work.

We're trying to build the place where they want to stay.

That means surrounding you with experienced tax professionals, providing dedicated staff support, investing in technology and improved processes, and creating an environment where people can do excellent tax work without adopting every outdated tradition of public accounting.

You'll join a stable team with 6 CPAs, 14 CFPs, dedicated tax staff, low employee turnover, and leadership that actively seeks ways to improve the firm.

Brooklyn Fi combines the technical challenge of a CPA firm with the resources and broader perspective of an integrated financial planning firm.

And we think tax work should be serious without the workplace having to be.

Benefits & Compensation

• $125,000 - $150,000 Salary
• 401(k) with a 4% employer match
• Minimal overtime during tax season. 55 Hours maximum from 2/15 - 4/15
• Weekly $50 meal voucher for those tax season hours
• No timesheets; no billable hours
• Generous PTO (17 days +1 for each anniversary), paid holidays, 7 sick days, 2 community service days
• Offices closed December 24 - January 1
• Summer Fridays! Half-day Fridays from Memorial Day through Labor Day. Full day Fridays off in the month of July
• Participation in annual team retreats
• Education reimbursement for relevant designations (CPA, EA, and more)
• $500 Home office stipend during onboarding
• Annual $250 home office budget
• ICHRA Health insurance reimbursement $440 per month
• Employer-paid dental, vision, and life insurance