Senior Tax Manager

Cookie Finance, Inc.; Richmond (VA); On-site; USD 120,000 - 150,000; Full time

Job summary

Cookie Finance, Inc. seeks a deeply technical tax professional to own the technical quality of our tax work for creators and entrepreneurs with complex financial lives.

You will review 1040 and 1120S returns, guide a team of tax professionals, and advise clients on strategy with clarity and confidence. You will develop proactive tax strategies, including multi-state planning and entity structuring, while helping build scalable, AI-assisted workflows to improve speed and accuracy.

Qualifications

• 5+ years of tax experience, with 2+ years in a review or management role.
• Deep hands-on experience preparing/reviewing 1040 and 1120S returns, including multi-state filings.
• Familiarity with partnership (1065) returns preferred.
• CPA or EA strongly preferred; Bachelor's degree in Accounting/Finance.
• Experience leading and developing tax staff.
• Proficiency with tax preparation software and QuickBooks.

Responsibilities

• Review and finalize complex individual (1040) and S corporation (1120S) returns, ensuring accuracy and timely delivery.
• Lead, coach, and develop a team of tax associates and senior associates.
• Meet with clients to develop proactive tax strategies, including entity structuring and multi-state planning.
• Serve as the technical escalation point for the tax team on research and complex client situations.
• Manage tax season workflow and capacity to keep returns moving on schedule.
• Partner with Bookkeeping, Payroll, Product, and Client Services for a seamless client experience.
• Help design and improve tax processes and AI-assisted workflows for speed and accuracy.

Skills

Tax expertise

Team leadership

Client communication

Multi-state tax

Education

CPA or EA preferred

Bachelor's degree in Accounting/Finance

Tools

Tax software

QuickBooks

Job description

About the Role

This is not a traditional firm role. You'll own the technical quality of our tax work for a client base of creators and entrepreneurs with complex, fast-moving financial lives: multi-state income, brand deals, S corporations, and rapid business growth. You'll review and sign off on complex 1040 and 1120S returns, guide a team of tax professionals, and advise clients on strategy with clarity and confidence.

Who This Role Is Perfect For

You're a deeply technical tax professional who is just as energized by building and improving as by the work itself. You're comfortable with ambiguity, you take ownership without being asked, and you get excited about the idea of doing tax differently. You can untangle a complicated S corporation basis question in the morning and explain it plainly to a client in the afternoon. You want to grow with a startup and have a real impact on how it develops.

What You'll Own

• Review and finalize complex individual (1040) and S corporation (1120S) returns, ensuring technical accuracy, quality, and timely delivery
• Lead, coach, and develop our team of tax associates and senior associates, providing clear feedback and career growth
• Meet with clients to develop proactive tax strategies, including entity structuring, S corporation elections, reasonable compensation, retirement planning, and multi-state planning
• Serve as the technical escalation point for the tax team on research, notices, and complex client situations
• Manage tax season workflow and capacity, keeping a high volume of returns moving accurately and on schedule
• Partner with Bookkeeping, Payroll, Product, and Client Services to deliver a seamless client experience
• Help design and improve tax processes, tools, and AI-assisted workflows that make our work faster, more accurate, and more scalable

What We're Looking For

• 5+ years of tax experience, preferred 2+ years in a review or management role
• Deep, hands-on experience preparing and reviewing 1040 and 1120S returns, including multi-state filings and shareholder basis
• Familiarity with partnership (1065) returns preferred
• CPA or EA strongly preferred; Bachelor's degree in Accounting, Finance, or a related field
• Experience leading and developing tax staff
• Proficiency with tax preparation software and QuickBooks
• Strong client communication skills and the ability to explain complex tax concepts simply
• An entrepreneurial mindset: comfortable with change, eager to take initiative, and excited to help build a company
• Interest in the creator economy and in using technology and AI to improve how tax work gets done