Tax Team Lead jobs in United States
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Roaring Fork Tax & Accounting · 2 weeks ago

Tax Team Lead

Roaring Fork Tax & Accounting is seeking a Tax Team Lead who will guide a team of Tax Specialists while preparing and reviewing various tax returns. The ideal candidate will manage client relationships, conduct tax research, and contribute to content creation while fostering a collaborative and enjoyable work environment.

Responsibilities

Preparing and reviewing tax returns that span the alphabet: 1040s, 1065s, 1120s, and 1041s
Conducting tax research and planning that actually helps clients sleep better at night
Managing client relationships with a combo of technical know-how and good ol’ fashioned people skills
Identifying strategic tax-saving opportunities for clients who think you’re magic
Assisting with IRS and state audits—because when things get weird, you’re calm, collected, and caffeinated
Helping shape the firm’s best practices and workflows as we continue to grow and evolve
Lead a team of 2–4 Tax Specialists (think: coach, guide, and occasional morale booster)
Make sure tasks and deliverables are on track in our practice management system (Financial Cents—which is not nearly as fun as actual cents, but way more important)
Do bi-annual performance reviews, helping your team level up their skills and feel like rockstars
Be the go-to problem solver when your team needs guidance (no tax question is too big or too small)
With feedback from you team spotting great content ideas from real client questions and challenges
Provide the technical expertise by dropping knowledge bombs that can helps us create content that’s actually useful (and maybe even fun!) for our clients and prospects
While we won’t force you to become the next YouTube accounting sensation, we’d love for you to join the party and contribute to making content when you can. Whether it’s jumping in on a video, helping with a blog post, or just brainstorming ideas—your input is golden!

Qualification

CPATax software proficiencyPublic accounting experienceTax researchPlanningTeam managementClient relationship managementCommunicationMentoring skills

Required

A CPA or actively chasing those three sweet letters
Someone with 3+ years in public accounting who's done their share of tax work (and lived to tell the tale)
Tech-savvy and confident with tax software like Lacerte, ProSystem fx, or something similar
A natural mentor—someone who enjoys helping others grow
An excellent communicator who knows when to use plain English (or the occasional well-placed GIF)
A team player who leads with kindness, curiosity, and a good sense of humor

Preferred

A lover of mountain views

Benefits

Simple IRA with up to a 3% company match
Health insurance stipend (for full-time folks)
2 weeks PTO + 9 company holidays (up to unlimited PTO with tenure)
$1000 annual Fitness/recreation stipend
Profit Sharing

Company

Roaring Fork Tax & Accounting

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Funding

Current Stage
Early Stage
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