Senior Accounting Manager

Advise clients on complex tax matters including QSBS under Section 1202, R&D tax credits, Section 174 capitalization, equity compensation, entity structuring, and multi-state taxation. Working knowledge of QSBS and Section 1202, R&D tax credits, Section 174 capitalization, equity compensation including ISOs and NSOs, ASC 740, and multi-state taxation.

Key Responsibilities

• Serve as a trusted tax advisor to emerging growth companies throughout the startup lifecycle, including formation, equity compensation, fundraising, R&D credits, business scaling, and exit transactions.
• Provide proactive tax planning and strategic advisory services to venture-backed, SaaS, technology, and other high-growth businesses.
• Oversee and review federal and multi-state tax engagements for corporations and partnerships, ensuring accuracy, compliance, and timely delivery.
• Advise clients on complex tax matters including QSBS under Section 1202, R&D tax credits, Section 174 capitalization, equity compensation, entity structuring, and multi-state taxation.
• Identify opportunities to provide additional value to clients through tax consulting, R&D credits, sales and indirect tax, entity structuring, and other firm capabilities.
• Support buy-side and sell-side tax due diligence and broader M&A transaction advisory engagements.
• Research complex federal, state, and transactional tax matters and develop clear, concise technical memoranda and client recommendations.
• Serve as a primary point of contact for clients while developing strong relationships with founders, executives, finance leaders, and other key stakeholders.
• Collaborate across federal, state, international, sales tax, and transaction advisory teams to deliver comprehensive client solutions.
• Mentor, develop, and provide technical guidance to associates and senior-level professionals.
• Support tax controversy matters, including responding to notices, researching tax positions, and assisting with federal and state audits.
• Leverage AI and emerging technology to improve tax research, technical memo development, data analysis, and overall engagement efficiency.

Day to Day Responsibilities

• Manage multiple tax advisory and compliance engagements for emerging growth and venture-backed clients.
• Review corporate and partnership tax returns and supporting workpapers for technical accuracy and completeness.
• Meet directly with clients to understand business developments, upcoming transactions, fundraising activity, and potential tax implications.
• Research technical tax issues and translate complex regulations into practical recommendations for clients.
• Advise clients on matters involving equity compensation, including ISOs and NSOs, QSBS eligibility, R&D credits, Section 174, ASC 740, and entity structuring.
• Coordinate with internal specialists on multi-state, international, sales tax, indirect tax, and transaction-related matters.
• Participate in tax due diligence for acquisitions, investments, and other buy-side and sell-side transactions.
• Manage engagement timelines, client deliverables, internal resources, and competing deadlines across multiple accounts.
• Review work completed by associates and senior staff while providing coaching, technical guidance, and ongoing professional development.
• Maintain regular communication with clients and proactively identify planning opportunities as their businesses grow and evolve.
• Utilize GoSystem, Client, and other tax technologies to support compliance and advisory engagements.
• Utilize AI tools and LLMs such as Claude, ChatGPT, Copilot, Bloomberg AI, or similar platforms to enhance tax research, memo drafting, and data analysis.

Preferred Experience and Attributes

• 5 8 years of public accounting tax experience for Manager-level consideration and approximately 8 12 years for Senior Manager-level consideration.
• Active CPA license required.
• Bachelor's degree in Accounting or a related field required; Master's degree in Taxation, Accounting, or a related discipline preferred.
• Strong experience with corporate and/or partnership taxation.
• Experience advising startups, SaaS companies, venture-backed businesses, emerging growth companies, or other entrepreneurial organizations.
• Working knowledge of QSBS and Section 1202, R&D tax credits, Section 174 capitalization, equity compensation including ISOs and NSOs, ASC 740, and multi-state taxation.
• Exposure to sales and indirect tax considerations and buy-side or sell-side M&A tax due diligence is preferred.
• Experience with GoSystem and Client or comparable professional tax software.
• Experience or demonstrated willingness to utilize AI tools and LLMs for tax research, technical writing, and data analysis.
• Strong technical research and writing capabilities with the ability to communicate complex tax concepts clearly to clients.
• Proven ability to independently manage multiple client engagements, priorities, and deadlines while effectively leading engagement teams.
• Strong client relationship management skills with the professionalism and communication ability to advise founders, executives, and senior financial leaders.
• Demonstrated ability to mentor and develop junior professionals while contributing to a collaborative team environment.
• Entrepreneurial mindset with the adaptability and initiative to succeed in a fast-growing professional services environment.
• Eligibility to work in the United States.