Manager - Tax Services (Partner Track)

About Founder's CPA

Founder’s CPA was founded in 2017 and is now an industry-leading accounting firm located in Chicago that focuses on outsourced accounting, tax, and CFO services for venture-backed startups. We refuse to accept the inefficient and burdensome “old school” approach to accounting and offer a modern approach that improves the client experience. This approach enables us to provide deeper and more meaningful value in our role as a trusted advisor.

We’re looking for curious and reliable team members who share our values (see below) to join the team! 

What We Value

We value diversity and the unique perspectives and strengths each team member brings to our firm. Together, we work in alignment with our 5 core values:

• #FIOTA (Figure it out then ask) - By embracing an entrepreneurial mindset, you can exhibit a natural curiosity to develop answers to questions and understand why one way could be better than another.
• Authentic Relationships - Care deeply for others, but be willing to challenge them directly to be the best version of themselves, while also embracing constructive feedback as an opportunity to grow.
• Accountability - Produce a product that you're proud of, but know your own limitations. Trust in your coworkers' abilities and the reliability of others.
• Teach Others to Fish - Share knowledge while being a thoughtful communicator. Be patient, understanding, and aware that everyone may not be as capable as you are.
• Thoughtful Communication - Communication should strive to be appropriately delivered, timely, thorough, and solutions-focused.

Learn more about what our team members and clients have to say about us here.

What You’ll Do

As a member of our team, you will provide tax services to our clients and manage our senior associate and associate level tax team members. Duties will include, but are not limited to:

• The preparation and review of corporate, partnership, and individual tax returns with a strong focus on individual tax for founders and high net worth individuals
• Managing, developing, and mentoring members of the tax team
• Identifying and developing solutions for complex tax issues
• Answering client inquiries and working with management to triage and problem solve tax issues or questions
• Developing process improvements in company tax procedures
• Producing quarterly/yearly tax projections
• Engaging in strategic tax planning 
• Ad hoc tax projects

In addition, the company is willing to offer a partnership track for the right candidate. An existing book of business is earmarked for transition to a candidate who strives to own his or her own book of clients. The right candidate will also have an incentive structure that can be allocated to partner buy-in for new business generated and managed as well as referral business from existing partners. More details on the mechanics of the partner admission track can be shared upon request.

Who You Are

The ideal candidate exhibits the following skills and/or characteristics:

• Bachelor’s degree in accounting, finance, or similar field
• A passion for all things tax
• Certified Public Accountant (CPA) license or Enrolled Agent (EA) is required
• Familiarity with ProConnect, CCH ProSystem fx is a plus
• Proven experience as a tax manager, public accountant, or similar role
• Experience with or interest in crypto taxation is a bonus
• A borderline unhealthy obsession with being organized
• Keen attention to detail 
• Strong written and verbal communication skills
• Natural curiosity and a strong desire to learn new skills
• Ability to work autonomously
• Comfort working in a fast-paced environment
• Problem-solving skills
• Professionalism and commitment to exceptional communication and client service
• Experience with Quickbooks Online, Sage Intacct, Xero, Bill.com, Expensify, Gusto, HubDoc, and other accounting applications is a plus

Perks

A perk we like to highlight is work life balance. We recognize this is an industry with a reputation for spending long hours at the office, and we try to do things a little differently. Firstly, we encourage our team to work from where they work best, whether that be at home or in our Chicago office. While we may request in office meetings from time to time, we encourage our team to control where and how they work. Additionally, we strive to provide each team member with a reasonable workload. Based on internal surveys, during the off-season, employees typically work an average 40 hours per week. We recognize that balance shifts during busy seasons, and while dedication is crucial, we strive to maintain a healthy equilibrium. Even during peak periods, employees typically average 50-55 hours per week. We believe that a harmonious work-life balance not only enhances individual satisfaction but also contributes to a thriving and motivated workforce.
Other perks include:

• Casual dress
• Competitive compensation and benefits package, including profit sharing bonuses
• Autonomy of work and ability to grow quickly within the company
• A company culture that places emphasis on individual career goals
• Opportunity to work on a variety of innovative clients in emerging industries

Compensation

This position is for immediate hire, paid commensurate with the candidate's experience.

Other

Founder's CPA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.