Tax Accounting Manager

About ROSE

ROSE is a Finance as a Service (FaaS) leader, supporting a company's back office by harmonizing People, Process, Technology, Organization, and Data to empower our clients to become accomplished leaders. We achieve this by providing financial clarity and eliminating complexity through Easby®, a system of engagement built on enterprise-grade, hyper-automation technology that manages finance, accounting, and tax activities, converts data into information, and supports a team of experienced professionals to enhance a company's success by improving financial performance.

Rose Financial Solutions (ROSE®) is seeking a Tax Accounting Senior who has a strong tax background, leadership experience, and a passion for automation and process improvement. ROSE builds unique solutions for its clients, providing the people and technology small to mid-sized companies need to scale. If you love connecting great people to awesome solutions and are looking for that next big thing, apply here!

Responsibilities

• Manage and review complex tax engagements, including corporate, fiduciary (complex, grantor, simple, and split-interest), gift, individual, partnership, and private foundation tax returns
• Oversee preparation of tax workpapers, lead sheets, tax projections, and estimated tax payments
• Serve as a trusted advisor to clients by analyzing tax positions, identifying planning opportunities, and providing recommendations to minimize tax liabilities
• Perform and review tax research to support planning and compliance initiatives
• Oversee preparation and review of client compliance filings, including:
  • 1099 year-end information reporting
  • Monthly or quarterly sales tax filings
  • Annual business license and personal property tax returns
• Stay current on federal, state, and local tax law developments and assess their impact on clients
• Lead, mentor, and review the work of Tax Accounting Seniors and other team members
• Assist with resource planning, workflow management, and engagement timelines
• Support the general administration of the Tax Department, including process documentation and quality control
• Lead or contribute to special projects, including process improvement, automation initiatives, and internal research efforts
• Promote continuing education and knowledge-sharing within the tax team
• Develop, maintain, and enforce detailed engagement timelines, workplans, and milestones across multiple concurrent clients and filing types
• Proactively identify risks, data gaps, dependency issues, and deadline threats; escalate early and drive resolution independently
• Coordinate cross-functional inputs (tax, accounting, AP, client contacts, and technology) to ensure clean handoffs and complete datasets
• Track engagement status in real time and communicate progress, blockers, and next steps with clarity and confidence
• Enforce documentation/workpaper standards, review checkpoints, and quality controls to support scalability and reusability
• Successfully manage high-pressure, deadline-intensive periods with discipline, resilience, and steady execution

Requirements

• Completed Bachelor's Degree in Accounting
• EA or CPA is a plus (not required upon hire)
• Minimum 10+ years' experience in tax preparation and review
• Excellent knowledge of federal and state tax laws and regulations
• Strong knowledge of Excel, Word and Quick Books
• Demonstrated experience managing or mentoring staff
• Strong written and verbal communication skills. Must be able to communicate clearly and concisely with senior management, client administration, portfolio managers and high-net-worth clients
• Thrives in an environment that celebrates excellence and "does what it takes" to meet and exceed client and staff expectations
• Strong reconciliation and analysis skills
• Interest in process improvement and automation
• A team player

What You'll Get with ROSE

ROSE is passionate about serving our clients and is dedicated to being a great place to work. Our professional work environment involves working alongside the best and the brightest professionals, competitive compensation plan, with long-term growth opportunities. ROSE also offers a comprehensive benefits package including health insurance subsidies up to 80%, Work + Life Fit options, 401(k) with company match, and educational reimbursements.

See more on our state-of-the-art technology platform here: https://www.easby.ai/

ROSE is an Equal Opportunity Employer. ROSE will not tolerate discrimination against any employee or applicants on any legally-recognized basis including, but not limited to: age; ancestry; childbirth or related medical condition; citizenship; color; creed; familial status; genetic information; height; weight; marital status; national origin; physical or mental disability or handicap; pregnancy; race; religion; sex; sexual orientation; uniform service member status or veteran status.

Third-party resume submissions are not accepted. Any resume submitted will be considered the property of ROSE, and ROSE will not be held liable to pay a placement fee.