Tax Manager (CPA) | Remote

All About Businesses is hiring a CPA to run our Tax Department and file all of our clients' tax returns: you will own every tax filing and agency response, plan ahead with clients, and advise our bookkeeping team.

About Us

All About Businesses is a virtual bookkeeping, accounting, and tax firm serving businesses across Portland, OR, Seattle, WA, and the greater Pacific Northwest. Allison Wolf, a Certified QuickBooks ProAdvisor, founded the firm in 2016 and has owned and operated bookkeeping and tax firms since 2011. We built the firm on three pillars: personalized business bookkeeping, expertise you can count on, and honest, reliable service. Our team includes an in-house CPA, so bookkeeping and tax work stay seamlessly under one roof. The Role You will run the Tax Department at All About Businesses and file all of our clients' tax returns: every tax structure we serve, every estimated payment, and every letter to the IRS and state agencies. You report to the Owner and work side by side with our bookkeeping team, advising them so the books are ready for tax time all year long. This role starts small and grows quickly: you will take over our tax return work in phases, and you will launch year-round tax planning for our clients. Our clients trust us with their money and their tax decisions. We need a CPA who earns that trust by giving clear advice, putting it in writing, and following up until it is done. As a virtual company, you will do this remotely and over Zoom, with amazing customer service. Tax Structures You Will Own You own every return and tax below, from setup through filing and follow-up. Federal/State/Local Taxes Oregon/Washington/Pacific Northwest C-Corporations Form 1120 S-Corporations Form 1120-S and shareholder K-1s Partnerships and multi-member LLCs Form 1065 and partner K-1s Sole proprietors and individuals Form 1040 with Schedule C New entity structures EIN, plus S-corporation and entity-classification elections (Forms 2553 and 8832) Sales and gross-receipts taxes Washington retail sales and use tax and B&O tax (Oregon has no sales tax) Oregon Corporate Activity Tax (CAT) Portland City Tax and Multnomah County business income tax, where they apply Nonprofits Form 990 or 990-EZ State exempt-organization filings as required Trusts Oregon fiduciary return Tax Planning Estimated Tax Filings Amend Returns

What You'll Do

Run the Tax Department

• Run the Tax Department and own all of the taxes above, with a tax calendar of every filing, estimated payment and notice deadline
• Take over our tax return work in phases: start with the returns for all of our new clients, and grow until you are handling all of our returns
• File C-Corp and S-Corp tax returns, and educate and counsel clients on their tax scenarios
• File Partnership tax returns, and educate and counsel clients on their tax scenarios
• File Schedule C and individual returns and educate and counsel clients on their tax scenarios
• Set up and file new entity structures
• Review any work prepared by others before it is filed

Stay ahead of the IRS and state agencies

• Write and send letters to the IRS and state agencies, and answer their notices, follow up in a timely manner
• Maintain constant communication with the IRS, state agencies, clients and team members
• Keep every client compliant with all state and federal regulations at all times

Plan, estimate and advise

• Calculate estimated tax payments each quarter and remind clients before every due date
• Give clients well-rounded service, including year-round tax planning and ways to save money
• Advise the bookkeeping department on tax treatment, so books are tax-ready all year (owner pay and distributions, fixed assets, year-end adjustments)

Be the trusted advisor

• Meet with clients over Zoom if needed and explain their options in plain language
• Put your advice in writing and follow up with clients until every action item is done
• Work collaboratively with team members to achieve shared goals

What You Bring Required

• Licensed CPA, expert with Oregon tax laws and tax filings
• 15+ years of tax experience, including reviewing returns and leading or training others
• Experience with QuickBooks Online and Drake Tax
• Amazing customer service skills, and the judgment to be trusted with our clients' tax advice and follow-up
• Ability to meet all deadlines, and to maintain compliance with all state and federal regulations at all times
• Excellent written and verbal communication skills, including with the IRS and state agencies
• Strong analytical and problem-solving skills
• Familiarity working with a virtual company, and comfort meeting with clients on Zoom
• Dedicated, organized self-starter who enjoys taxes and working as a team

Pay: $62,400.00 - $93,600.00 per year Benefits:

• Work from home

Application Question(s):

• Cover Letter, CPA license number and state, and a short note on your experience handling IRS and state notices and advising clients to [email protected]. We will reply to every qualified applicant, and the first step is a conversation with Allison.

License/Certification:

• CPA license (Required)

Work Location: Remote Apply To This Job