Description: Position Overview: The Tax Manager leads all corporate tax affairs and is involved in strategic initiatives in a high-growth environment. S/he is required to stay current in significant tax matters and communicate the impact to the Company. S/he is responsible for the completion of the GAAP tax provision, tax returns and ensure compliance with income tax, sales tax and all other tax matters. Our Hybrid Work Program: To create vibrancy and foster collaboration, while providing for hours spent working from home, we have implemented a hybrid work schedule. We work from the office in Poway on Monday, Tuesday, Wednesday and Thursday. Fridays are spent working from home. Team members can always work more hours in the office, if they choose. Key Responsibilities: Ensures compliance with all federal, state and local tax requirements. Prepare the annual GAAP tax provision including one foreign entity and respond to external audit questions. Prepares annual financial statement disclosures related to income tax matters. Works effectively with the General Accounting team and external tax professionals to file federal and state income tax returns, sales and use tax returns, property tax returns and any other tax filings as required. Analyzes and prepares projections of domestic and foreign tax rates and payments. Prepares monthly journal entries related to tax. Analyzes and executes changes to intercompany and transfer price agreements. Completes tax research and memos on Company positions. Prepares and enforces tax policies as necessary. Participates in strategic initiatives and provides guidance on tax compliance. Manages IRS and local jurisdictions audits as needed. Implements software programs used for tax matters as needed. Works with external tax professionals to provide requested information for shareholder tax filings Acts as a trusted advisor on significant tax matters. Requirements: Qualifications: Bachelor's degree in Accounting required, MS in Taxation is a plus. CPA is preferred. 6+ years of public accounting and/or corporate tax experience. Demonstrated knowledge of tax law. Experience with Sage and Avalara is desired. Strong system skills in computerized accounting and advanced spreadsheet skills. Technical proficiency includes the ability to learn new software and programs. Travel Requirements: Travel up to 5% of the time to visit other company locations or participate in acquisition activities. Cultural Values: Think Big, Act Bold: We are scaling rapidly and need leaders who are comfortable challenging the status quo and thinking beyond today's limitations. People First: We are committed to nurturing talent, building strong teams, and honoring diverse perspectives from around the globe. Integrity in Action: We lead with transparency, accountability, and respect. Customer Obsession: We aim to exceed expectations by delivering excellence in every interaction-from the supply chain to the final product. Continuous Improvement: We value innovation, learning, and the relentless pursuit of excellence across every function. PI4eb91ee7a3db-0289
08/10/2026
Full time
Description: Position Overview: The Tax Manager leads all corporate tax affairs and is involved in strategic initiatives in a high-growth environment. S/he is required to stay current in significant tax matters and communicate the impact to the Company. S/he is responsible for the completion of the GAAP tax provision, tax returns and ensure compliance with income tax, sales tax and all other tax matters. Our Hybrid Work Program: To create vibrancy and foster collaboration, while providing for hours spent working from home, we have implemented a hybrid work schedule. We work from the office in Poway on Monday, Tuesday, Wednesday and Thursday. Fridays are spent working from home. Team members can always work more hours in the office, if they choose. Key Responsibilities: Ensures compliance with all federal, state and local tax requirements. Prepare the annual GAAP tax provision including one foreign entity and respond to external audit questions. Prepares annual financial statement disclosures related to income tax matters. Works effectively with the General Accounting team and external tax professionals to file federal and state income tax returns, sales and use tax returns, property tax returns and any other tax filings as required. Analyzes and prepares projections of domestic and foreign tax rates and payments. Prepares monthly journal entries related to tax. Analyzes and executes changes to intercompany and transfer price agreements. Completes tax research and memos on Company positions. Prepares and enforces tax policies as necessary. Participates in strategic initiatives and provides guidance on tax compliance. Manages IRS and local jurisdictions audits as needed. Implements software programs used for tax matters as needed. Works with external tax professionals to provide requested information for shareholder tax filings Acts as a trusted advisor on significant tax matters. Requirements: Qualifications: Bachelor's degree in Accounting required, MS in Taxation is a plus. CPA is preferred. 6+ years of public accounting and/or corporate tax experience. Demonstrated knowledge of tax law. Experience with Sage and Avalara is desired. Strong system skills in computerized accounting and advanced spreadsheet skills. Technical proficiency includes the ability to learn new software and programs. Travel Requirements: Travel up to 5% of the time to visit other company locations or participate in acquisition activities. Cultural Values: Think Big, Act Bold: We are scaling rapidly and need leaders who are comfortable challenging the status quo and thinking beyond today's limitations. People First: We are committed to nurturing talent, building strong teams, and honoring diverse perspectives from around the globe. Integrity in Action: We lead with transparency, accountability, and respect. Customer Obsession: We aim to exceed expectations by delivering excellence in every interaction-from the supply chain to the final product. Continuous Improvement: We value innovation, learning, and the relentless pursuit of excellence across every function. PI4eb91ee7a3db-0289
Description: Are you ready to elevate your career with a leading accounting and advisory firm that values innovation, excellence, and professional growth? At Mercadien, we are committed to delivering exceptional service to our clients while fostering a supportive and dynamic work environment for our team. We are seeking a highly motivated and experienced Tax Manager to join our Individual Services team, with a specialized focus on trusts and estates. This is more than just a job-it's an opportunity to make a significant impact on our clients' financial well-being, lead a talented team, and grow your career in a firm that values your expertise and dedication. Why Join Mercadien? Professional Growth: At Mercadien, your career development is a priority. We offer continuous learning opportunities, mentorship, and clear paths for advancement. Impactful Work: Take on a pivotal role where your expertise in trusts and estates will directly influence the financial futures of high-net-worth clients. Innovative Environment: Join a forward-thinking firm that embraces new ideas and technologies to provide the best solutions for our clients. Collaborative Culture: Work alongside a team of passionate professionals who are committed to excellence and supportive of each other's success. Competitive Benefits: Enjoy a comprehensive benefits package, including competitive salary, health insurance, retirement plans, and paid time off. Requirements: Responsibilities Trusts and Estates Management: Lead and review complex tax returns for trusts, estates, and high-net-worth individuals, ensuring compliance with all relevant tax regulations. Tax Compliance: Guarantee the timely and accurate filing of all tax returns related to trusts and estates, as well as individual, corporate, and partnership tax returns. Strategic Tax Planning: Provide innovative tax planning and consulting services, developing strategies to minimize tax liabilities for trusts, estates, and beneficiaries. Tax Research: Stay ahead of the curve by conducting thorough tax research and staying updated on new tax laws and regulations, particularly those affecting trusts and estates. Client Relationship Management: Build and maintain strong client relationships, serving as the go-to expert for all tax-related matters concerning trusts and estates. Team Leadership: Inspire, train, and mentor junior tax staff, fostering a collaborative and supportive work environment, and ensuring the team is well-versed in the latest developments in trust and estate taxation. Requirements • Bachelor's degree in Accounting, Finance, or a related field • CPA or EA required • Minimum of 5-7 years of progressive tax experience, including supervisory roles • Excellent interpersonal and client relationship skills • Ability to be flexible and adapt to a unique client needs driven practice • Strong proficiency with Microsoft Office and other computer software applications • Ability to perform several tasks concurrently with ease and professionalism • Must be able to communicate clearly both verbally and in written format. A strong command of the English language and grammar is necessary Benefits Hybrid policy (2 days in office or at client site) Highly competitive salaries and bonus programs Medical, dental, life, and long-term disability insurance Competitive 401K match Paid holidays, vacation and sick time Business casual dress code: dress for your day Mentorship and training opportunities Internal committees and clubs Various social gatherings & events Strong focus on the Mercadien community Cutting edge technology Mercadien is a leading and growing regional accounting and advisory firm with partners and staff that believe our best work starts with our people. When you come on board, you become a part of our community and extended family. We're entrepreneurs at heart; passionate about creating opportunities, innovating inside and outside of our business, achieving work/life integration, helping our employees reach their potential, and having fun! Our core values: Integrity, excellence, responsibility, creativity, and respect are the foundation of our firm. They inform and guide us in everything we do and fuel our client work and relationships. We are a teamwork-focused firm and support each other professionally and personally. We're collaborative by nature and enjoy being actively involved in our communities. Driven by integrity and social responsibility, our associates serve more than 100 civic and charitable organizations, as individuals and through the Mercadien Foundation. At Mercadien, the opportunities are endless. To all recruitment agencies: The Mercadien Group does not accept unsolicited agency resumes. Please do not forward resumes to our job alias, Mercadien associates or any other company location. The Mercadien Group is not responsible for any fees related to unsolicited resumes. This employer participates in E-Verify. Mercadien will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS) with information from each new employee's Form I-9 to confirm work authorization. If the government cannot confirm that you are work authorized, Mercadien is required to provide you written instructions and an opportunity to contact SSA and/or DHS before taking adverse action against you, including terminating your employment. PI047bf04f7a91-5102
08/10/2026
Full time
Description: Are you ready to elevate your career with a leading accounting and advisory firm that values innovation, excellence, and professional growth? At Mercadien, we are committed to delivering exceptional service to our clients while fostering a supportive and dynamic work environment for our team. We are seeking a highly motivated and experienced Tax Manager to join our Individual Services team, with a specialized focus on trusts and estates. This is more than just a job-it's an opportunity to make a significant impact on our clients' financial well-being, lead a talented team, and grow your career in a firm that values your expertise and dedication. Why Join Mercadien? Professional Growth: At Mercadien, your career development is a priority. We offer continuous learning opportunities, mentorship, and clear paths for advancement. Impactful Work: Take on a pivotal role where your expertise in trusts and estates will directly influence the financial futures of high-net-worth clients. Innovative Environment: Join a forward-thinking firm that embraces new ideas and technologies to provide the best solutions for our clients. Collaborative Culture: Work alongside a team of passionate professionals who are committed to excellence and supportive of each other's success. Competitive Benefits: Enjoy a comprehensive benefits package, including competitive salary, health insurance, retirement plans, and paid time off. Requirements: Responsibilities Trusts and Estates Management: Lead and review complex tax returns for trusts, estates, and high-net-worth individuals, ensuring compliance with all relevant tax regulations. Tax Compliance: Guarantee the timely and accurate filing of all tax returns related to trusts and estates, as well as individual, corporate, and partnership tax returns. Strategic Tax Planning: Provide innovative tax planning and consulting services, developing strategies to minimize tax liabilities for trusts, estates, and beneficiaries. Tax Research: Stay ahead of the curve by conducting thorough tax research and staying updated on new tax laws and regulations, particularly those affecting trusts and estates. Client Relationship Management: Build and maintain strong client relationships, serving as the go-to expert for all tax-related matters concerning trusts and estates. Team Leadership: Inspire, train, and mentor junior tax staff, fostering a collaborative and supportive work environment, and ensuring the team is well-versed in the latest developments in trust and estate taxation. Requirements • Bachelor's degree in Accounting, Finance, or a related field • CPA or EA required • Minimum of 5-7 years of progressive tax experience, including supervisory roles • Excellent interpersonal and client relationship skills • Ability to be flexible and adapt to a unique client needs driven practice • Strong proficiency with Microsoft Office and other computer software applications • Ability to perform several tasks concurrently with ease and professionalism • Must be able to communicate clearly both verbally and in written format. A strong command of the English language and grammar is necessary Benefits Hybrid policy (2 days in office or at client site) Highly competitive salaries and bonus programs Medical, dental, life, and long-term disability insurance Competitive 401K match Paid holidays, vacation and sick time Business casual dress code: dress for your day Mentorship and training opportunities Internal committees and clubs Various social gatherings & events Strong focus on the Mercadien community Cutting edge technology Mercadien is a leading and growing regional accounting and advisory firm with partners and staff that believe our best work starts with our people. When you come on board, you become a part of our community and extended family. We're entrepreneurs at heart; passionate about creating opportunities, innovating inside and outside of our business, achieving work/life integration, helping our employees reach their potential, and having fun! Our core values: Integrity, excellence, responsibility, creativity, and respect are the foundation of our firm. They inform and guide us in everything we do and fuel our client work and relationships. We are a teamwork-focused firm and support each other professionally and personally. We're collaborative by nature and enjoy being actively involved in our communities. Driven by integrity and social responsibility, our associates serve more than 100 civic and charitable organizations, as individuals and through the Mercadien Foundation. At Mercadien, the opportunities are endless. To all recruitment agencies: The Mercadien Group does not accept unsolicited agency resumes. Please do not forward resumes to our job alias, Mercadien associates or any other company location. The Mercadien Group is not responsible for any fees related to unsolicited resumes. This employer participates in E-Verify. Mercadien will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS) with information from each new employee's Form I-9 to confirm work authorization. If the government cannot confirm that you are work authorized, Mercadien is required to provide you written instructions and an opportunity to contact SSA and/or DHS before taking adverse action against you, including terminating your employment. PI047bf04f7a91-5102
North Easton Savings Bank
South Easton, Massachusetts
Description: Under the supervision of the Collections Manager, performs a variety of financial and regulatory tasks to collect delinquent Residential, Consumer and Commercial loans ensuring compliance with all state and federal lending regulations. This is a hybrid position reporting to the Bank's main office in South Easton, MA 2 - 3 times per week. Only candidates currently located within a reasonable commuting distance will be considered. Essential Job Responsibilities The essential functions include, but are not limited to the following: Performs collection activities on all residential and consumer loans serviced including participation and investor loans in adherence to all applicable federal, state, local regulations, investor guidelines, mortgage insurance guidelines, and servicing agreements. Reviews delinquent accounts to ensure payments are properly credited in compliance with state and federal lending regulations. Includes review of the unapplied report Contacts customers regarding delinquent accounts according to schedules established by the Bank or investors by telephone, letters, and personal visits. Research's lost checks and payments and recommends account updates based on research. Provides recommendations for repossessions, charge offs and foreclosures to the Collections Manager. Under the guidance of the Collections Manager, coordinates legal action with attorneys. Ensures the Bank's reporting to the credit bureaus is accurate. Processes all inquiries regarding credit reporting through E- Oscar, ensuring the response is processed within regulatory guidelines. Orders property inspections and valuations on past due loans and delinquent tax loans. Works with vendors on securing collateral, including OREO properties and vehicles. Recommends and negotiates loan modification and other loss mitigation solutions as appropriate. Underwrites the hardship packages in accordance with Bank guidelines, investor guidelines and PMI guidelines, when applicable. Assists in the prepares of all delinquency and collection area reports for management and the Boards. Ensures that all collection activities are properly conducted and documented. All documentation is maintained and held in accordance with the retention guidelines. Processes monthly default reporting within the established guidelines for all investor, participation, and Private Mortgage Insurance Companies. Reviews and updates monitoring of non-escrow delinquent real estate taxes on a quarterly basis. Conducts follow up as necessary until the issue is resolved. Participates in the delinquent tax review quarterly meeting. Files small claims actions and represents the Bank at court proceedings on delinquent or charged off loans. Monitors and manages accounts with customers in bankruptcy. Updates the core system accordingly for accurate reporting. Obtains appraisals on delinquent real estate or OREO (Other Real Estate Owned) per practice. Assists the Collections Manager with facilitating the preservation and disposition of OREO property. Assists in the preparation for the sale of repossessed collateral per Bank policy. Utilizes the Bank's collection platform to create efficiency in monitoring and improve reporting. Maintains thorough knowledge and understanding of Bank policies, procedures, guidelines, and philosophies. Ensures compliance with all applicable federal, state, and local regulation including but not limited to: Fair Debt Collections Practices Act, 940 CMR 7.00: Debt Collection Regulations, MGL Chapter 194 An Act Preventing Unlawful and Unnecessary Foreclosures, UDAAP, RESPA, Flood Disaster Protection Act, Fair Credit Reporting, Regulation Z (Truth in Lending), Regulation B (CRA), Bank Secrecy Act, Regulation P (Privacy of Consumer Financial Information), Service Members Civil Relief Act of 2003. Assisting in loan servicing activities and other duties as assigned. Knowledge, Skills & Abilities Bachelor's degree preferred; high school diploma or equivalent coupled with relevant comparable work experience required. Minimum 5 (five) years relevant experience, preferably within a financial institution. Strong knowledge of Fannie Mae, Freddie Mac, SBA or PMI servicing default guidelines and collections required. Strong verbal, written, and human relations skills. High level of attention to detail, and the ability to meet deadlines. Ability to deal tactfully with customers. Bi-lingual ability is a plus. Physical Demands This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. Pay Range Disclosure The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. Here at North Easton Savings Bank, we exist to invest our time and resources locally and to improve the quality of living, working and raising a family in each of the communities we serve. We take great pride in being recognized as a Top Place to Work. Our commitment to growth and innovation extends well beyond the communities we serve and the products and services we offer. Whether you are a seasoned professional or just starting out, by joining the NESB team today, you're taking a step towards investing in your tomorrow. Shop Local. Bank Local. Work Local. NESB123 Requirements: Compensation details: 23-30.5 Hourly Wage PI003c9b42262c-6457
08/10/2026
Full time
Description: Under the supervision of the Collections Manager, performs a variety of financial and regulatory tasks to collect delinquent Residential, Consumer and Commercial loans ensuring compliance with all state and federal lending regulations. This is a hybrid position reporting to the Bank's main office in South Easton, MA 2 - 3 times per week. Only candidates currently located within a reasonable commuting distance will be considered. Essential Job Responsibilities The essential functions include, but are not limited to the following: Performs collection activities on all residential and consumer loans serviced including participation and investor loans in adherence to all applicable federal, state, local regulations, investor guidelines, mortgage insurance guidelines, and servicing agreements. Reviews delinquent accounts to ensure payments are properly credited in compliance with state and federal lending regulations. Includes review of the unapplied report Contacts customers regarding delinquent accounts according to schedules established by the Bank or investors by telephone, letters, and personal visits. Research's lost checks and payments and recommends account updates based on research. Provides recommendations for repossessions, charge offs and foreclosures to the Collections Manager. Under the guidance of the Collections Manager, coordinates legal action with attorneys. Ensures the Bank's reporting to the credit bureaus is accurate. Processes all inquiries regarding credit reporting through E- Oscar, ensuring the response is processed within regulatory guidelines. Orders property inspections and valuations on past due loans and delinquent tax loans. Works with vendors on securing collateral, including OREO properties and vehicles. Recommends and negotiates loan modification and other loss mitigation solutions as appropriate. Underwrites the hardship packages in accordance with Bank guidelines, investor guidelines and PMI guidelines, when applicable. Assists in the prepares of all delinquency and collection area reports for management and the Boards. Ensures that all collection activities are properly conducted and documented. All documentation is maintained and held in accordance with the retention guidelines. Processes monthly default reporting within the established guidelines for all investor, participation, and Private Mortgage Insurance Companies. Reviews and updates monitoring of non-escrow delinquent real estate taxes on a quarterly basis. Conducts follow up as necessary until the issue is resolved. Participates in the delinquent tax review quarterly meeting. Files small claims actions and represents the Bank at court proceedings on delinquent or charged off loans. Monitors and manages accounts with customers in bankruptcy. Updates the core system accordingly for accurate reporting. Obtains appraisals on delinquent real estate or OREO (Other Real Estate Owned) per practice. Assists the Collections Manager with facilitating the preservation and disposition of OREO property. Assists in the preparation for the sale of repossessed collateral per Bank policy. Utilizes the Bank's collection platform to create efficiency in monitoring and improve reporting. Maintains thorough knowledge and understanding of Bank policies, procedures, guidelines, and philosophies. Ensures compliance with all applicable federal, state, and local regulation including but not limited to: Fair Debt Collections Practices Act, 940 CMR 7.00: Debt Collection Regulations, MGL Chapter 194 An Act Preventing Unlawful and Unnecessary Foreclosures, UDAAP, RESPA, Flood Disaster Protection Act, Fair Credit Reporting, Regulation Z (Truth in Lending), Regulation B (CRA), Bank Secrecy Act, Regulation P (Privacy of Consumer Financial Information), Service Members Civil Relief Act of 2003. Assisting in loan servicing activities and other duties as assigned. Knowledge, Skills & Abilities Bachelor's degree preferred; high school diploma or equivalent coupled with relevant comparable work experience required. Minimum 5 (five) years relevant experience, preferably within a financial institution. Strong knowledge of Fannie Mae, Freddie Mac, SBA or PMI servicing default guidelines and collections required. Strong verbal, written, and human relations skills. High level of attention to detail, and the ability to meet deadlines. Ability to deal tactfully with customers. Bi-lingual ability is a plus. Physical Demands This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. Pay Range Disclosure The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. Here at North Easton Savings Bank, we exist to invest our time and resources locally and to improve the quality of living, working and raising a family in each of the communities we serve. We take great pride in being recognized as a Top Place to Work. Our commitment to growth and innovation extends well beyond the communities we serve and the products and services we offer. Whether you are a seasoned professional or just starting out, by joining the NESB team today, you're taking a step towards investing in your tomorrow. Shop Local. Bank Local. Work Local. NESB123 Requirements: Compensation details: 23-30.5 Hourly Wage PI003c9b42262c-6457
Position Title: Senior AI Program Manager Role Purpose LevelTen Energy's mission is to accelerate the energy transition by facilitating frictionless transactions. As the leading provider of renewable transaction infrastructure, we deliver the cloud-based software, centralized supply, automated analytics, and transaction expertise required to power the renewable energy economy. The LevelTen Platform is the world's largest online hub for renewable energy buyers, sellers, advisors, asset owners and financiers, and delivers the online tools and expertise they need to buy, sell and finance assets quickly. Join us on a mission that matters. LevelTen Energy is looking for a dynamic and highly organized AI Program Manager to serve as our internal AI evangelist. This is a hands-on, individual contributor role; you will be the driving force behind integrating cutting-edge AI tools and strategies across all departments. You will not only champion the use of AI but also roll up your sleeves to build agentic workflows, train our teams on advanced features in the Claude ecosystem, identify high-impact use cases, and partner closely with our IT and Information Security (InfoSec) teams to ensure safe, secure, and seamless tool rollouts. If you can talk about AI but can't build with it, this role isn't the right fit. Duties and Responsibilities Evangelize & Educate: Serve as the internal champion for Claude AI adoption. Build excitement and buy-in across the organization by showcasing the value of AI tools through engaging presentations, demos, and internal communications - including live demonstrations of tools and workflows you've built yourself. Applied AI Expertise: Go beyond evangelism to actually build in Claude, configure agentic workflows, design AI automations, and prototype solutions and connected platforms. Comfortable working with APIs, prompt engineering, and lightweight integrations without needing engineering support for every step. Design & Deliver Training: Develop comprehensive training programs, workshops, and resources tailored to different departments (e.g., Marketing, Sales, HR, Engineering) to ensure employees are confident and capable of using approved AI tools. Cross-Functional Collaboration: Partner with department heads to identify bottlenecks and workflows where AI can drive efficiency, cost savings, or innovation. IT & InfoSec Partnership: Work hand-in-hand with our IT and Information Security teams to evaluate, vet, and safely deploy new AI platforms. Ensure all AI initiatives strictly adhere to company data privacy, security standards, and compliance protocols. Program Management: Own the roadmap for internal AI adoption across a company of 100+ employees and multiple departments. Track deployment progress, measure usage metrics, and gather employee feedback to continuously improve our AI toolstack and strategy. Market Research: Stay constantly plugged into the rapidly evolving AI landscape. Identify emerging tools, trends, and best practices, and recommend new solutions that align with our business goals. Qualifications 5+ years of experience in technical program management, with 1-2 of those years incorporating AI. AI Fluency & Passion: Deep, current knowledge of the Claude ecosystem and a genuine enthusiasm for how the tools are transforming the modern workplace. Proven AI Builder: Demonstrated experience designing and deploying agentic workflows, AI automations, or lightweight integrations - not just using AI tools, but building with them. You have something to show for it. Self-Driven Practitioner: You experiment with AI on your own time, not just on the clock. You stay current because you're genuinely curious, and you bring what you learn back to the team in practical, applicable ways. Stellar Presentation Skills: A natural communicator who can translate complex technical concepts into accessible, engaging language for non-technical audiences. Exceptional Organization: Proven experience in program or project management. You know how to build a roadmap, manage timelines, and keep multiple stakeholders aligned. Security-Minded: Experience collaborating with IT or InfoSec teams. You understand the importance of data privacy, enterprise security, and the risks associated with shadow IT. Collaborative Empathy: High emotional intelligence with the ability to manage change. You understand that adopting new technology can be intimidating, and you approach training with patience and empathy. Benefits / Perks Full Medical, Vision and Dental coverage Wellness Credit Flexible vacation policy 11 paid company holidays 401k In the Seattle office: Casual dress code Commuter benefits Standing desk options Regular company-sponsored happy hours Hybrid in-office/work from home schedule Additional Information This position is based out of our office in the Belltown neighborhood of Seattle, WA (hybrid work schedule). The estimated compensation for this position is $140,000-180,000 per year, based on experience and qualifications. In addition, this position is eligible for an annual bonus and an equity grant. Must be legally authorized to work in the U.S. without a current or future need for visa sponsorship. About LevelTen Energy LevelTen Energy is the leading provider of transaction infrastructure for the clean energy transition, connecting buyers, sellers, and financiers through dynamic marketplaces, data-driven insights, and automated analytics. The LevelTen Platform supports power purchase agreements, clean energy asset M&A transactions, and tax credit transfers-soon expanding to granular certificate trading-enabling organizations to execute and manage transactions with confidence. With a network of over 1,000 project developers in 35 countries, LevelTen is advancing carbon-free energy markets by increasing transparency, liquidity, and accessibility. Learn more at Equal Opportunity Employer LevelTen Energy is an Equal Opportunity Employer committed to a diverse and inclusive workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, marital status, age, sexual orientation, gender identity or expression, or any other legally protected status. Accessibility If you are an individual with a disability and need assistance completing the online application or during the interview process, please call 1-. Please leave a message and a member of our People team will return your call within three business days. Alternatively, an email may be sent to . "Applicant Accommodation" should be included in the subject line of the email. Please note that this phone number and email are only for those individuals who would like to request an accommodation to apply for a job. PIa8f8acfc33cb-1983
08/07/2026
Full time
Position Title: Senior AI Program Manager Role Purpose LevelTen Energy's mission is to accelerate the energy transition by facilitating frictionless transactions. As the leading provider of renewable transaction infrastructure, we deliver the cloud-based software, centralized supply, automated analytics, and transaction expertise required to power the renewable energy economy. The LevelTen Platform is the world's largest online hub for renewable energy buyers, sellers, advisors, asset owners and financiers, and delivers the online tools and expertise they need to buy, sell and finance assets quickly. Join us on a mission that matters. LevelTen Energy is looking for a dynamic and highly organized AI Program Manager to serve as our internal AI evangelist. This is a hands-on, individual contributor role; you will be the driving force behind integrating cutting-edge AI tools and strategies across all departments. You will not only champion the use of AI but also roll up your sleeves to build agentic workflows, train our teams on advanced features in the Claude ecosystem, identify high-impact use cases, and partner closely with our IT and Information Security (InfoSec) teams to ensure safe, secure, and seamless tool rollouts. If you can talk about AI but can't build with it, this role isn't the right fit. Duties and Responsibilities Evangelize & Educate: Serve as the internal champion for Claude AI adoption. Build excitement and buy-in across the organization by showcasing the value of AI tools through engaging presentations, demos, and internal communications - including live demonstrations of tools and workflows you've built yourself. Applied AI Expertise: Go beyond evangelism to actually build in Claude, configure agentic workflows, design AI automations, and prototype solutions and connected platforms. Comfortable working with APIs, prompt engineering, and lightweight integrations without needing engineering support for every step. Design & Deliver Training: Develop comprehensive training programs, workshops, and resources tailored to different departments (e.g., Marketing, Sales, HR, Engineering) to ensure employees are confident and capable of using approved AI tools. Cross-Functional Collaboration: Partner with department heads to identify bottlenecks and workflows where AI can drive efficiency, cost savings, or innovation. IT & InfoSec Partnership: Work hand-in-hand with our IT and Information Security teams to evaluate, vet, and safely deploy new AI platforms. Ensure all AI initiatives strictly adhere to company data privacy, security standards, and compliance protocols. Program Management: Own the roadmap for internal AI adoption across a company of 100+ employees and multiple departments. Track deployment progress, measure usage metrics, and gather employee feedback to continuously improve our AI toolstack and strategy. Market Research: Stay constantly plugged into the rapidly evolving AI landscape. Identify emerging tools, trends, and best practices, and recommend new solutions that align with our business goals. Qualifications 5+ years of experience in technical program management, with 1-2 of those years incorporating AI. AI Fluency & Passion: Deep, current knowledge of the Claude ecosystem and a genuine enthusiasm for how the tools are transforming the modern workplace. Proven AI Builder: Demonstrated experience designing and deploying agentic workflows, AI automations, or lightweight integrations - not just using AI tools, but building with them. You have something to show for it. Self-Driven Practitioner: You experiment with AI on your own time, not just on the clock. You stay current because you're genuinely curious, and you bring what you learn back to the team in practical, applicable ways. Stellar Presentation Skills: A natural communicator who can translate complex technical concepts into accessible, engaging language for non-technical audiences. Exceptional Organization: Proven experience in program or project management. You know how to build a roadmap, manage timelines, and keep multiple stakeholders aligned. Security-Minded: Experience collaborating with IT or InfoSec teams. You understand the importance of data privacy, enterprise security, and the risks associated with shadow IT. Collaborative Empathy: High emotional intelligence with the ability to manage change. You understand that adopting new technology can be intimidating, and you approach training with patience and empathy. Benefits / Perks Full Medical, Vision and Dental coverage Wellness Credit Flexible vacation policy 11 paid company holidays 401k In the Seattle office: Casual dress code Commuter benefits Standing desk options Regular company-sponsored happy hours Hybrid in-office/work from home schedule Additional Information This position is based out of our office in the Belltown neighborhood of Seattle, WA (hybrid work schedule). The estimated compensation for this position is $140,000-180,000 per year, based on experience and qualifications. In addition, this position is eligible for an annual bonus and an equity grant. Must be legally authorized to work in the U.S. without a current or future need for visa sponsorship. About LevelTen Energy LevelTen Energy is the leading provider of transaction infrastructure for the clean energy transition, connecting buyers, sellers, and financiers through dynamic marketplaces, data-driven insights, and automated analytics. The LevelTen Platform supports power purchase agreements, clean energy asset M&A transactions, and tax credit transfers-soon expanding to granular certificate trading-enabling organizations to execute and manage transactions with confidence. With a network of over 1,000 project developers in 35 countries, LevelTen is advancing carbon-free energy markets by increasing transparency, liquidity, and accessibility. Learn more at Equal Opportunity Employer LevelTen Energy is an Equal Opportunity Employer committed to a diverse and inclusive workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, marital status, age, sexual orientation, gender identity or expression, or any other legally protected status. Accessibility If you are an individual with a disability and need assistance completing the online application or during the interview process, please call 1-. Please leave a message and a member of our People team will return your call within three business days. Alternatively, an email may be sent to . "Applicant Accommodation" should be included in the subject line of the email. Please note that this phone number and email are only for those individuals who would like to request an accommodation to apply for a job. PIa8f8acfc33cb-1983
Position Title: Product Manager Role Purpose LevelTen Energy's mission is to accelerate the energy transition by facilitating frictionless transactions. As the leading provider of renewable transaction infrastructure, we deliver the cloud-based software, centralized supply, automated analytics, and transaction expertise required to power the renewable energy economy. The LevelTen Platform is the world's largest online hub for renewable energy buyers, sellers, advisors, asset owners and financiers, and delivers the online tools and expertise they need to buy, sell and finance assets quickly. Join us on a mission that matters. We're looking for a Product Manager to join our growing product team and own a meaningful slice of the LevelTen platform. This is a mid-level, end-to-end product role for someone who is comfortable driving discovery, defining requirements, and delivering alongside engineering and design. You'll work on products that serve renewable energy developers and buyers, contributing to both ongoing product improvement and strategic platform initiatives. The work spans user-facing features, platform scalability, and cross-functional collaboration with commercial, engineering, and analytics teams. The right candidate brings a mix of product instinct, stakeholder maturity, and execution discipline - and is energized by working in a domain where the problems are complex and the impact is real. Duties and Responsibilities Own a product domain end-to-end: strategy, discovery, prioritization, requirements, delivery, and iteration Conduct user and stakeholder discovery to develop a deep understanding of your users' workflows, motivations, and pain points - and translate those insights into clear product requirements Partner with design to define user experience, provide feedback on concepts, and ensure delivered experiences meet user needs and product intent • Partner closely with engineering on both feature development and platform work, including initiatives that involve migrating or re-platforming existing functionality Balance input from enterprise customers and internal stakeholders against broader platform needs - proactively distinguishing what should generalize vs. what stays customer-specific Write high-quality PRDs, user stories, and documentation that support engineering, design, and commercial partners Collaborate with other PMs to ensure your product surface integrates cleanly with adjacent workflows and user journeys Manage stakeholders across commercial, legal, and customer-facing teams with clarity and professionalism Communicate product decisions, tradeoffs, and progress effectively to internal and external audiences Qualifications 3-5 years of product management experience, with a track record of owning a product area end-to-end Experience with B2B SaaS platforms; familiarity with marketplace, supply-side, or partner-facing products is a strong plus Demonstrated ability to scope and deliver in ambiguous environments - including re-platforming work, market expansion, or early-stage product development Strong stakeholder management skills, with experience navigating enterprise customer relationships and balancing customer-specific requests against platform-level thinking Analytical mindset: comfortable working with data and partnering with analytics and engineering teams to validate assumptions and measure outcomes Ability to translate complex workflows and user needs into clear, actionable product documentation Excellent verbal and written communication skills; able to articulate tradeoffs to both technical and non-technical audiences Familiarity with agile development methodologies and tools such as Jira, Confluence, or similar Interest in renewable energy, energy markets, or sustainability (prior experience is a plus but not required) Benefits / Perks Full Medical, Vision and Dental coverage Wellness Credit Flexible vacation policy 11 paid company holidays 401k In the Seattle office Casual dress code Commuter benefits Standing desk options Regular company-sponsored happy hours Hybrid in-office/work from home schedule Additional Information This position is based out of our office in the Belltown neighborhood of Seattle, WA (hybrid work schedule). The estimated compensation for this position is $96,000 - $130,000 per year, based on experience and qualifications. In addition, this position is eligible for an annual bonus and an equity grant. Must be legally authorized to work in the U.S. without a current or future need for visa sponsorship. About LevelTen Energy LevelTen Energy is the leading provider of transaction infrastructure for the clean energy transition, connecting buyers, sellers, and financiers through dynamic marketplaces, data-driven insights, and automated analytics. The LevelTen Platform supports power purchase agreements, clean energy asset M&A transactions, and tax credit transfers-soon expanding to granular certificate trading-enabling organizations to execute and manage transactions with confidence. With a network of over 1,000 project developers in 35 countries, LevelTen is advancing carbon-free energy markets by increasing transparency, liquidity, and accessibility. Learn more at Equal Opportunity Employer LevelTen Energy is an Equal Opportunity Employer committed to a diverse and inclusive workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, marital status, age, sexual orientation, gender identity or expression, or any other legally protected status. Accessibility If you are an individual with a disability and need assistance completing the online application or during the interview process, please call 1-. Please leave a message and a member of our People team will return your call within three business days. Alternatively, an email may be sent to . "Applicant Accommodation" should be included in the subject line of the email. Please note that this phone number and email are only for those individuals who would like to request an accommodation to apply for a job. PIf7d7eb877eb7-3444
08/07/2026
Full time
Position Title: Product Manager Role Purpose LevelTen Energy's mission is to accelerate the energy transition by facilitating frictionless transactions. As the leading provider of renewable transaction infrastructure, we deliver the cloud-based software, centralized supply, automated analytics, and transaction expertise required to power the renewable energy economy. The LevelTen Platform is the world's largest online hub for renewable energy buyers, sellers, advisors, asset owners and financiers, and delivers the online tools and expertise they need to buy, sell and finance assets quickly. Join us on a mission that matters. We're looking for a Product Manager to join our growing product team and own a meaningful slice of the LevelTen platform. This is a mid-level, end-to-end product role for someone who is comfortable driving discovery, defining requirements, and delivering alongside engineering and design. You'll work on products that serve renewable energy developers and buyers, contributing to both ongoing product improvement and strategic platform initiatives. The work spans user-facing features, platform scalability, and cross-functional collaboration with commercial, engineering, and analytics teams. The right candidate brings a mix of product instinct, stakeholder maturity, and execution discipline - and is energized by working in a domain where the problems are complex and the impact is real. Duties and Responsibilities Own a product domain end-to-end: strategy, discovery, prioritization, requirements, delivery, and iteration Conduct user and stakeholder discovery to develop a deep understanding of your users' workflows, motivations, and pain points - and translate those insights into clear product requirements Partner with design to define user experience, provide feedback on concepts, and ensure delivered experiences meet user needs and product intent • Partner closely with engineering on both feature development and platform work, including initiatives that involve migrating or re-platforming existing functionality Balance input from enterprise customers and internal stakeholders against broader platform needs - proactively distinguishing what should generalize vs. what stays customer-specific Write high-quality PRDs, user stories, and documentation that support engineering, design, and commercial partners Collaborate with other PMs to ensure your product surface integrates cleanly with adjacent workflows and user journeys Manage stakeholders across commercial, legal, and customer-facing teams with clarity and professionalism Communicate product decisions, tradeoffs, and progress effectively to internal and external audiences Qualifications 3-5 years of product management experience, with a track record of owning a product area end-to-end Experience with B2B SaaS platforms; familiarity with marketplace, supply-side, or partner-facing products is a strong plus Demonstrated ability to scope and deliver in ambiguous environments - including re-platforming work, market expansion, or early-stage product development Strong stakeholder management skills, with experience navigating enterprise customer relationships and balancing customer-specific requests against platform-level thinking Analytical mindset: comfortable working with data and partnering with analytics and engineering teams to validate assumptions and measure outcomes Ability to translate complex workflows and user needs into clear, actionable product documentation Excellent verbal and written communication skills; able to articulate tradeoffs to both technical and non-technical audiences Familiarity with agile development methodologies and tools such as Jira, Confluence, or similar Interest in renewable energy, energy markets, or sustainability (prior experience is a plus but not required) Benefits / Perks Full Medical, Vision and Dental coverage Wellness Credit Flexible vacation policy 11 paid company holidays 401k In the Seattle office Casual dress code Commuter benefits Standing desk options Regular company-sponsored happy hours Hybrid in-office/work from home schedule Additional Information This position is based out of our office in the Belltown neighborhood of Seattle, WA (hybrid work schedule). The estimated compensation for this position is $96,000 - $130,000 per year, based on experience and qualifications. In addition, this position is eligible for an annual bonus and an equity grant. Must be legally authorized to work in the U.S. without a current or future need for visa sponsorship. About LevelTen Energy LevelTen Energy is the leading provider of transaction infrastructure for the clean energy transition, connecting buyers, sellers, and financiers through dynamic marketplaces, data-driven insights, and automated analytics. The LevelTen Platform supports power purchase agreements, clean energy asset M&A transactions, and tax credit transfers-soon expanding to granular certificate trading-enabling organizations to execute and manage transactions with confidence. With a network of over 1,000 project developers in 35 countries, LevelTen is advancing carbon-free energy markets by increasing transparency, liquidity, and accessibility. Learn more at Equal Opportunity Employer LevelTen Energy is an Equal Opportunity Employer committed to a diverse and inclusive workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, marital status, age, sexual orientation, gender identity or expression, or any other legally protected status. Accessibility If you are an individual with a disability and need assistance completing the online application or during the interview process, please call 1-. Please leave a message and a member of our People team will return your call within three business days. Alternatively, an email may be sent to . "Applicant Accommodation" should be included in the subject line of the email. Please note that this phone number and email are only for those individuals who would like to request an accommodation to apply for a job. PIf7d7eb877eb7-3444
What we seek: We are seeking highly motivated Tax Managers to join our dynamic Tax Services division. Our team helps clients improve their tax efficiencies and facilitate better decision making. This role is focused on helping businesses with tax strategy, ensuring tax compliance, increasing post tax profits, and providing application support to achieve the best corporate tax practices. If you are looking for career advancement and want to be part of an environment where you can learn, develop, and contribute, we are interested in meeting you. About us: GERSON PRESTON KLEIN LIPS EISENBERG GELBER is a certified public accounting firm with offices in Miami and Boca Raton, Florida. Established in 1959 with nearly 60 plus professionals, we are one of the premier boutique firms in South Florida. Our tax team provides planning and tax compliance services for domestically and internationally based clients in diverse industries. Responsibilities of the Tax Manager role: -Review tax returns for individuals, partnerships, and corporation -Review tax adjustments to financial statements to prepare returns -To contribute the highest quality work product through rigorous development of technical expertise, compliance assurance, and business acumen. -Confidently and effectively manage engagements, resources, people, and client expectations to achieve the results required to maintain profitable and lasting client relationships. -Consistently handle the complete client engagement and relationship. -Ensure expectations are clear with the Client Ambassador on deadlines and expectations. -Employs a reliable system for fulfilling responsibility for overall client engagement workflow of a particular client or clients. -Establish engagement project budgets and due dates. -Completes engagements on time, on budget, with highest quality. -Effectively handle firm administrative functions and projects as assigned by partners. This includes time, entry, billing, collections, change orders, and utilizing firm metrics to measure performance. Position Requirements of the Tax Manager role: Bachelor's degree in Accounting or Taxation; Master's degree in taxation is a plus CPA License or eligibility to take CPA exam preferred Experience using tax preparation software and applications. Excellent analytical and technical skills Great communicator with the ability to convey both analysis and findings to management and external clients (verbal and written) Ability to work in cross-functional, entrepreneurial atmosphere to achieve measurable results and improve existing processes. Ability to work on multiple projects at a given time. Motivated to meet client deadlines and provide superior client service A team player with strong relationship skills Benefits: 401k Health Insurance Dental Vision Paid Time Off Wellness Plan Bonus Powered by JazzHR PI2b5981b4c5-
08/06/2026
Full time
What we seek: We are seeking highly motivated Tax Managers to join our dynamic Tax Services division. Our team helps clients improve their tax efficiencies and facilitate better decision making. This role is focused on helping businesses with tax strategy, ensuring tax compliance, increasing post tax profits, and providing application support to achieve the best corporate tax practices. If you are looking for career advancement and want to be part of an environment where you can learn, develop, and contribute, we are interested in meeting you. About us: GERSON PRESTON KLEIN LIPS EISENBERG GELBER is a certified public accounting firm with offices in Miami and Boca Raton, Florida. Established in 1959 with nearly 60 plus professionals, we are one of the premier boutique firms in South Florida. Our tax team provides planning and tax compliance services for domestically and internationally based clients in diverse industries. Responsibilities of the Tax Manager role: -Review tax returns for individuals, partnerships, and corporation -Review tax adjustments to financial statements to prepare returns -To contribute the highest quality work product through rigorous development of technical expertise, compliance assurance, and business acumen. -Confidently and effectively manage engagements, resources, people, and client expectations to achieve the results required to maintain profitable and lasting client relationships. -Consistently handle the complete client engagement and relationship. -Ensure expectations are clear with the Client Ambassador on deadlines and expectations. -Employs a reliable system for fulfilling responsibility for overall client engagement workflow of a particular client or clients. -Establish engagement project budgets and due dates. -Completes engagements on time, on budget, with highest quality. -Effectively handle firm administrative functions and projects as assigned by partners. This includes time, entry, billing, collections, change orders, and utilizing firm metrics to measure performance. Position Requirements of the Tax Manager role: Bachelor's degree in Accounting or Taxation; Master's degree in taxation is a plus CPA License or eligibility to take CPA exam preferred Experience using tax preparation software and applications. Excellent analytical and technical skills Great communicator with the ability to convey both analysis and findings to management and external clients (verbal and written) Ability to work in cross-functional, entrepreneurial atmosphere to achieve measurable results and improve existing processes. Ability to work on multiple projects at a given time. Motivated to meet client deadlines and provide superior client service A team player with strong relationship skills Benefits: 401k Health Insurance Dental Vision Paid Time Off Wellness Plan Bonus Powered by JazzHR PI2b5981b4c5-
Tax Manager - North Raleigh Wake Forest About the Role Our growing CPA firm is seeking experienced tax professionals for our North Raleigh and Wake Forest offices to prepare, review, and manage relationships with a diverse portfolio of individual and business income tax clients while leading the development and execution of proactive tax strategies for our small business prospects and clients. This is a high-visibility role for someone who wants to combine technical depth with real client relationships and work with a collaborative team - not just process returns in isolation. Our ideal candidate is someone who can help clients easily navigate the complex world of taxes and enjoys helping people. Sound like a job you'll love? Apply today! Compensation: $100,000 + Responsibilities: Prepare and review federal, state, and local income tax returns for individuals, S-corps, partnerships, and other small business entities Develop and implement tax planning strategies, including entity selection and optimization, tailored to each client's situation Serve as a primary point of contact for a group of clients, maintaining regular communication throughout the year, not just during tax season Research complex tax issues and stay current on new tax matters Review work prepared by junior staff, provide feedback, and mentor team members Collaborate with the firm's accounting, bookkeeping, and advisory teams to deliver a seamless client experience Respond to IRS and state notices, audits, and correspondence on clients' behalf Set up periodic meetings to collaborate with clients on what's happening and the status of strategy implementation Meet with prospects to evaluate needs, go over financial records and tax returns, and develop an implementation plan for the new client Qualifications: Experience handling both basic and advanced levels of tax service, and has in-depth knowledge of the tax code, state tax laws, and federal tax laws Licensed CPA - non-Big 4 experience preferred Capable of preparing error-free, moderately complex tax returns Experience with QuickBooks and cloud-based tax/accounting software Experience with CCH Axcess Tax is a plus Comfortable in a hybrid work environment with regular in-office collaboration We value humility over ego - leave your hubris at the door; it's one of our core values here About Company Why You'll Love Working Here: Stability without the stagnation. Sixty-plus years in business and still growing-the security of an established firm with the momentum of one going somewhere. Growth built around you. Training and feedback meet you where you are, so you're always advancing toward the advisor you want to become. A team that shows up. We celebrate wins together and pull for each other when busy season hits-no one carries the load alone. Modern tools, meaningful work. We invest in automation and smart tech so your time goes to advising clients, not chasing spreadsheets. Real relationships, real impact. Your clients-small business + their owners and successful individuals-know your name and value your expertise. You'll see the difference you make. A life outside the office. Flexible schedules, summer Fridays after April 15, and a culture built around balance, not burnout. Compensation details: 00 Yearly Salary PI85041edecc3e-6471
08/05/2026
Full time
Tax Manager - North Raleigh Wake Forest About the Role Our growing CPA firm is seeking experienced tax professionals for our North Raleigh and Wake Forest offices to prepare, review, and manage relationships with a diverse portfolio of individual and business income tax clients while leading the development and execution of proactive tax strategies for our small business prospects and clients. This is a high-visibility role for someone who wants to combine technical depth with real client relationships and work with a collaborative team - not just process returns in isolation. Our ideal candidate is someone who can help clients easily navigate the complex world of taxes and enjoys helping people. Sound like a job you'll love? Apply today! Compensation: $100,000 + Responsibilities: Prepare and review federal, state, and local income tax returns for individuals, S-corps, partnerships, and other small business entities Develop and implement tax planning strategies, including entity selection and optimization, tailored to each client's situation Serve as a primary point of contact for a group of clients, maintaining regular communication throughout the year, not just during tax season Research complex tax issues and stay current on new tax matters Review work prepared by junior staff, provide feedback, and mentor team members Collaborate with the firm's accounting, bookkeeping, and advisory teams to deliver a seamless client experience Respond to IRS and state notices, audits, and correspondence on clients' behalf Set up periodic meetings to collaborate with clients on what's happening and the status of strategy implementation Meet with prospects to evaluate needs, go over financial records and tax returns, and develop an implementation plan for the new client Qualifications: Experience handling both basic and advanced levels of tax service, and has in-depth knowledge of the tax code, state tax laws, and federal tax laws Licensed CPA - non-Big 4 experience preferred Capable of preparing error-free, moderately complex tax returns Experience with QuickBooks and cloud-based tax/accounting software Experience with CCH Axcess Tax is a plus Comfortable in a hybrid work environment with regular in-office collaboration We value humility over ego - leave your hubris at the door; it's one of our core values here About Company Why You'll Love Working Here: Stability without the stagnation. Sixty-plus years in business and still growing-the security of an established firm with the momentum of one going somewhere. Growth built around you. Training and feedback meet you where you are, so you're always advancing toward the advisor you want to become. A team that shows up. We celebrate wins together and pull for each other when busy season hits-no one carries the load alone. Modern tools, meaningful work. We invest in automation and smart tech so your time goes to advising clients, not chasing spreadsheets. Real relationships, real impact. Your clients-small business + their owners and successful individuals-know your name and value your expertise. You'll see the difference you make. A life outside the office. Flexible schedules, summer Fridays after April 15, and a culture built around balance, not burnout. Compensation details: 00 Yearly Salary PI85041edecc3e-6471