Tax Manager
About Gelt:
Gelt is a tech-driven tax company providing premium tax solutions for closely-held businesses, HNWIs, and investors. Our goal is to optimize our clients’ taxes and ensure their compliance by utilizing our proprietary technology platform and team of expert in-house tax professionals.
Responsibilities:
- Provide authoritative advice on challenging tax matters
- Lead review and quality control on intricate tax returns to ensure accuracy, compliance, and optimal tax positions
- Serve as the primary technical resource for the tax team
- Delve into complex tax topics as you research and apply authoritative advice on nuanced tax subjects
- Serve as the team lead for 2-4 tax associates
- Meet with high-profile/complex clients
- Assist with developing and designing tax models based on current regulations and tax strategies
- Assess and validate current tax software
- Develop best practices
Professional Must Haves:
- CPA with 7+ years of relevant experience with S-Corporations, and Individuals including HNWIs in professional services, technology, real estate, and financial services
- At least 2 years of experience managing and mentoring a small team of tax preparers
- Bachelor’s or Master’s degree in Accounting or Taxation
- Deep knowledge of federal tax law, including pass-throughs and corporations
- Tech-savvy and process-oriented—comfortable optimizing workflows
- Ability to distill complex tax issues into clear, actionable advice
- Experience with 1120s, trusts, estates, and gift tax planning
- Familiarity with private equity and venture capital clients
- Excellent written and verbal communication skills
Why Gelt?
- Small, collaborative team where your voice matters
- Entrepreneurial, fast-paced culture with strong values
- 100% remote with flexible hours
- Opportunity to shape how modern tax services are delivered
- Competitive compensation and benefits
Skills Required
- CPA with 7+ years of relevant experience with S-Corporations and Individuals including HNWIs in professional services, technology, real estate, and financial services
- At least 2 years of experience managing and mentoring a small team of tax preparers
- Bachelor's or Master's degree in Accounting or Taxation
- Deep knowledge of federal tax law, including pass-throughs and corporations
- Tech-savvy and process-oriented, comfortable optimizing workflows
- Ability to distill complex tax issues into clear, actionable advice
- Experience with 1120s, trusts, estates, and gift tax planning
- Familiarity with private equity and venture capital clients
- Excellent written and verbal communication skills
What We Do
Gelt is a tech-driven tax services company serving closely-held businesses, high-net-worth individuals, entrepreneurs, and investors. Its elite CPAs and tax professionals use technology to deliver proactive tax planning, strategy, preparation, compliance, and year-round support. Gelt helps clients navigate complex business structures, optimize tax outcomes, and manage personal and business finances while focusing on growth through tailored solutions and continuous guidance.
