Senior Tax Manager

Fortress Accounting; United States; Remote; USD 153.000 - 207.000; Vollzeit

Benefits dieser Stelle

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Zusammenfassung

Fortress Accounting is seeking a CPA Senior Tax Manager to lead preparation, review, and planning for high-net-worth individuals and complex entities. You will own international tax, digital asset taxation, and founder equity planning, including QSBS and ISO/NSO exercises, with remote-first collaboration across the US.

You’ll manage client relationships directly, mentor preparers, and partner with leadership to scale a boutique tax practice serving crypto, fintech, SaaS, and AI founders.

Qualifikationen

• Active CPA license in good standing.
• 8+ years in public accounting serving multiple clients across industries.
• Bachelor's degree in accounting, business, economics, or a related field. A Master's in Taxation is a plus.
• Hands-on experience with trusts, estates, complex partnerships, and PE/VC investments.
• Real estate taxation experience, including bonus depreciation, cost segregation, §1031 exchanges, and installment sales.
• Founder equity experience, including QSBS, §83(b) elections, and ISO/NSO and AMT planning.
• International information returns (Forms 5471, 8865, 8858) and GILTI/Subpart F.
• Digital asset taxation, including cost basis tracking and reporting.
• Ability to research complex issues and defend a position in writing.
• Experience resolving issues with the IRS and state departments of revenue.

Aufgaben

• Lead tax preparation, review, and planning for high-net-worth individuals and complex entities.
• Own client relationships directly with leadership involvement.
• Mentor and supervise preparers on returns and engagements.
• Scope and manage tax engagements with founders and equity planning.

Ausbildung

Bachelor's degree in accounting, business, economics, or related field

Active CPA license in good standing

Master's in Taxation is a plus

Tools

Intuit ProConnect

QuickBooks Online

Jobbeschreibung

Senior Tax Manager | Remote (US) | $180,000 W-2 + Phantom Equity

Fortress Accounting is hiring a CPA Senior Tax Manager to lead tax preparation, review, and planning for high-net-worth individuals, partnerships, trusts, estates, and corporations. Our clients are founders and companies in crypto, fintech, SaaS, and AI, so this role also covers international tax (Forms 5471, 8865, 8858), digital asset taxation, and founder equity planning (QSBS, §83(b), ISO/NSO).

ABOUT FORTRESS ACCOUNTING

Fortress Accounting handles accounting, tax, and fractional CFO work for more than 400 companies, most of them founder-led. Our clients include crypto and Web3, SaaS, AI, fintech, and money transmitters, along with e-commerce, healthtech, property management, and professional services firms. Our team of 17+ works remotely across ten countries.

We are building out our tax practice to serve these businesses and the founders, principals, and family offices behind them.

THE CULTURE: HIGH STANDARDS, REAL AUTONOMY

Think Jensen Huang's Nvidia: not toxic grind culture, but genuine high performance. We expect a lot because we hire people who are capable of a lot. In return, you get:

• Actual ownership of your work and your clients
• No micromanagement. We hire adults and treat them like adults.
• Remote flexibility. Work from anywhere, but show up ready to work.
• Direct access to leadership. We're a small team, and your voice matters.
• Clients who are building interesting things, not legacy corporations stuck in 1995

Work-life balance? Yes. But let's be honest: if you want a job where you coast and clock out mentally at 4:59, this isn't it. We work hard. We take our clients seriously. And we expect you to care about doing excellent work.

ABOUT THE ROLE

This is a senior generalist seat. You will be the lead preparer and reviewer on complex returns for corporations, partnerships, trusts, estates, and individuals.

Much of the work is classic high-net-worth compliance: K-1 stacks, real estate, trusts, and planning. The rest is work you won't see at a traditional firm. You will own client relationships directly, with no layers between you and leadership.

THE WORK

The core:

• Prepare and review Forms 1040, 1041, 1065, 1120, 1120-S, 706, and 709
• Real estate: bonus depreciation, cost segregation studies, §1031 exchanges, and §453 installment sales
• Trusts and estates, complex partnership allocations, and PE/VC fund investments
• Founder and employee equity: §1202 QSBS, §83(b) elections, ISO and NSO exercises, and AMT planning
• Tax projections, estimated payments, and year-round planning for high-net-worth clients
• Respond to and resolve IRS and state notices

Where our client base takes you:

• Digital assets: cost basis across wallets and exchanges, Form 1099-DA, staking income, and token compensation
• International: Forms 5471, 8865, 8858, 8938, and FBAR filings, GILTI and Subpart F, entities in the BVI, Cayman, and Cyprus, and Puerto Rico Act 60 clients
• Tech company issues: §174 R&D capitalization and §41 credits, and multi-state nexus for remote-first teams

Leadership and growth:

• Review, mentor, and supervise preparers
• Join scoping calls with prospective clients and help scope tax engagements

QUALIFICATIONS

• Active CPA license in good standing
• 8+ years in public accounting, serving multiple clients across industries
• Bachelor's degree in accounting, business, economics, or a related field. A Master's in Taxation is a plus.
• Hands-on experience with trusts, estates, complex partnerships, and PE/VC investments
• Real estate taxation experience, including bonus depreciation, cost segregation, §1031 exchanges, and installment sales
• Founder equity experience, including QSBS, §83(b) elections, and ISO/NSO and AMT planning
• International information returns (Forms 5471, 8865, 8858) and GILTI/Subpart F
• Digital asset taxation, including cost basis tracking and reporting
• Ability to research complex issues and defend a position in writing
• Experience resolving issues with the IRS and state departments of revenue
• Nice to have: SALT experience

PERSONAL ATTRIBUTES

1. Emotional maturity. You stay calm and professional with clients, and you reassure them when things get difficult.
2. Intellectual curiosity.
3. Strong work ethic. You are independent and self-motivated.
4. Reliability.
5. Team leadership.

HOW WE WORK

• Tax software: Intuit ProConnect
• Accounting: QuickBooks Online
• Practice management: our own in-house system
• Reports to: Peter Kihara, CEO

COMPENSATION AND BENEFITS

• $180,000 annual salary, W-2
• Standard 90-day introductory period
• Health, dental, and vision insurance
• Performance bonuses
• A path to equity participation through our phantom equity plan
• Ongoing training and development
• Fully remote, anywhere in the US, with no return-to-office mandate
• Direct ownership of client relationships and real input into how the tax practice is built

Fortress Accounting is an equal opportunity employer committed to an inclusive environment for all. We appreciate every application. Only shortlisted candidates will be contacted for an interview.