Tax Manager

Brooklyn FI, LLC; United States; Remote; USD 125,000 - 150,000; Full time

Benefits offered by this job

Salary range $125,000-$150,000

401(k) with employer match

Minimal overtime during tax season

Weekly meal stipend

No timesheets; no billable hours

Generous PTO

Summer Fridays

Education reimbursement

Home office stipend

Home office budget

Health insurance (ICHRA)

Job summary

Brooklyn Fi, LLC is seeking a Tax Manager to lead review and technical tax work for high-income individuals and entities. The role emphasizes developing staff, resolving complex issues, and collaborating with partners in a fully remote setting.

You will review returns for individuals, S corporations, C corporations, and partnerships, and analyze tax projections while identifying planning opportunities. CPA/EA preferred for this senior position.

Qualifications

• 5+ years of public accounting tax experience.
• Experience preparing and/or reviewing individual income tax returns.
• Experience with partnerships, S corporations, C corporations.
• CPA or EA preferred.
• Strong tax research and problem‑solving skills.
• Ability to review work accurately while mentoring junior staff.
• Excellent written and verbal communication skills.
• Comfortable in a fully remote, technology-driven environment.

Responsibilities

• 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 team of junior staff with weekly one-on-ones.
• Provide actionable feedback to staff for progression to reviewer/manager roles.
• Help improve tax workflows, templates, and firm procedures.
• Maintain strong documentation, review, and compliance standards.

Skills

Public accounting tax experience

Individual income tax returns

Partnerships & corporate tax

Technical tax research

Mentoring junior staff

Written and verbal communication

Remote work experience

Education

CPA or EA

Tools

Lacerte

Karbon

Soroban

Loom

Job description

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