Last updated 10 October 2026

Tax and Accounting Manager

Two openings.

Apply for this role. Reading the page is not applying. The application is the only way to be considered, and it is the whole first step.

Why this role exists

We need someone to oversee these items:

• You are the first person to review a return after a preparer has done it. A second reviewer reads it after you.
• Reviewing is the step clients feel. With you here, returns keep moving whoever is away.
• You teach preparers by what you send back. Say what is wrong and how to fix it, and the same fault stops coming back.

Logistics

• Hours: Full time, which is eight hours of work and one hour for lunch. You choose one of three shifts.
  1. Indian time, in the morning: 9:00 AM to 6:00 PM in India, which is 10:30 PM to 7:30 AM Austin, Texas time. People on this shift do not talk to clients.
  2. Indian time, ending at 1:00 PM Austin, Texas time: 2:30 PM to 11:30 PM in India, which is 4:00 AM to 1:00 PM Austin, Texas time.
  3. Until 4:00 PM Austin, Texas time: 5:30 PM to 2:30 AM in India, which is 7:00 AM to 4:00 PM Austin, Texas time.
• Company stage: Small, growing firm with a lean leadership bench.
• Start: As soon as the contract is signed.
• Location: Remote.
• Reports to: the Head of Delivery.
• Direct reports: Decided at offer, not now. See "Where this sits" below.
• Video: On for every meeting.
• Equipment: Your own. See "The technology you need to work here".

Where this sits

The firm already has a Tax and Accounting Manager. This role is either beside her or one step under her, and which one is decided after you have been through the assessment rather than written here.

• Beside her. You review returns on your own clients, you report to the Interim CEO the same way she does, and neither of you manages the other.
• Under her. You review, she checks your reviews while you are new, and you report to her.
• Over her. The India review team reports to you, and so does she.

Which of the three it is comes out of the assessment and the interviews, not out of a title you held somewhere else.

Work hours

• Full time is 7 am to 4 pm Austin time.
• That's 2 pm to 11 pm in Warsaw, Belgrade, and Skopje.
• In India that is 5:30 pm to 2:30 am in summer, and 6:30 pm to 3:30 am in winter.
• Monday through Friday, year round.
• Returns are handed over and questions answered inside those hours, which is why they are the same for everybody.

Role summary

You are the first person to review a return after a preparer has done it. A second reviewer reads it after you and signs it. You review what preparers have done, and you send back what is not right with what to fix and how to fix it. You do not wait to be asked whether a return is ready.

What you own

• First review on returns: 1040, 1120, 1120S and 1065.
• Telling a preparer what is wrong, in words they can act on, the first time.
• A told date on every return you hold, so no client is waiting without one.
• Preparing returns yourself when the line needs it. This is not a role that only reviews.

What this role does not do

• Reviewing your own work. Somebody else reviews what you prepare.
• Managing people on day one.
• Selling, pricing, or agreeing a fee with a client.
• Bookkeeping month end close, unless a return you hold is waiting on it.

How your results are measured

• Seven returns invoiced a week, counted per person.
• A told date on every open return you hold.
• Chargeable hours at 75 percent of your working hours.
• Returns sent back twice for the same fault, which should trend to none.

Full time here

You are passionate about your work. Full time here means 8 to 10 hours a day, because you want to see things through to finished.

Who we want here

• Women. We want more of them here.
• Autistic people. The rules are written down. Nobody has to read a room.
• Direct communicators.
• People who think in systems. When something breaks, they look for what caused it instead of fixing only the part they can see.
• People who are optimistic about the outcome when they are under stress or facing a challenge.
• People who move fast and get a lot done.
• People who are all in.
• People who want the company to grow and are excited to help make that happen.
• People who, when they are stressed, notice what they are feeling, then say what they need and write it down. Stopping at the feeling, with nothing written down, is not a fit here.

Who should not apply

This is not the role for you if you:

1. Wait for somebody else to pick a thing up, or need the work handed to you tidy and already decided.
2. Report a problem and stop there.
3. Try somebody once, get no answer, and give up.
4. Go quiet when something needs raising, or find telling the truth consistently hard.
5. Read hidden meanings and office politics instead of the plain words.
6. Overstate what you can do, or are different before you are hired and after.
7. Have changed jobs every year or two, or want short projects and a work whenever schedule.

Pay

Pay starts at $2,000 USD a month and may be higher with experience.

How pay works here. The parts, how each one grows, the coverage bonus and sales commission.

Career growth

• Tell us what you want over the next three years. We will help.
• See the tax and accounting career levels for every level above this one.
• The way up is the same for everybody: the work is done without being chased, and the person above you stops being needed on it.

How we work together

• We work at the same hours most of the time, and some of the work is done asynchronously. You will not always have somebody online to ask, so you write things down and you keep going.
• Written, asynchronous communication is modeled as part of the company's culture. Things are read in writing before a live call is requested, and writing is used to prevent the need for calls.
• When you say you will do something, say what day it will be done.
• If you are going to miss that day, say so before the day passes.
• If you need something from somebody else, ask them yourself.

Software we use

• Canopy, for the client record, the review tasks, and time.
• ProConnect, where new returns are prepared and reviewed.
• UltraTax, for historical records only. No new return is done in it.
• AI, which the firm uses heavily and will show you how we use.
• A hosted remote desktop, which is how you reach the firm's systems.
• Google Workspace.
• Our internal site, for the SOPs.
• Zoom phone.

What we need from you

• Five years preparing US books and tax returns.
• Expertise across 1040, 1120, 1120S, and 1065.
• Expertise with companies doing $0.5M to $5M in revenue. That is the size we serve.
• Willingness to work inside our software rather than your own.
• You have managed people before. You were responsible for somebody else's work, you approved their vacation days, and you were fully accountable when that person did not finish their work. That is what it takes to be a manager here.

If you have not been fully accountable for a person before, apply anyway. You can be hired here as a senior, and we will train you to be a manager.

The technology you need to work here

The setup is the same for every role here. The technology you need to work here lists the computer, the internet, the power backup, the audio and the workspace.

How to apply

Fill in the application. It is the whole first step.

It asks for a web address for a short video recording answering both of these questions. Put the video anywhere we can open without an account, and paste the address into the application.

• What do you do when you get a task/project you do not understand?
• From a logistics standpoint, when is the earliest that you could start if you were to be accepted?

Apply now. If you have read this far and it sounds like you, send it. We read every one.

Tax and accounting career levels, the levels used across the firm.