Alchemy Tax Manager

Hiring Alchemy Tax Manager 

Location Virtual with National US Focus 

Salary Very competitive, commensurate with experience 

We are seeking a dynamic CPA or EA to join our team and help us expand our reach and impact. 

Alchemy of Money isn’t just another financial services firm. Designed by real estate entrepreneurs, for real estate entrepreneurs, Alchemy is an all-in-one solution, offering bookkeeping, payroll, tax strategy, and financial coaching, exclusively for real estate professionals. 

Alchemy surprises people: Members tell us they actually enjoy working with their bookkeepers, tax preparers, and account managers; they finally understand their financials; and have the confidence and support they need to grow their businesses. We’re turning accounting on its head by offering reliable and proactive communication, easy-to-understand reports, accountability, and financial statements that are on time, accurate, and actionable. 

This is a rare and exciting opportunity to join a high-growth financial startup with substantial career growth potential. 

As an Alchemy Tax Manager, you’ll work with a team and be responsible for tax strategy, preparation, and filing for around 300 members. 

To excel in this role, you must be a motivated and organized professional with exceptional tax and communication skills. You must also be comfortable working and collaborating in a virtual environment. You will be trained on our systems, the real estate industry, and on the Alchemy Way: our vision for a firm that offers a superior member experience. 

If you’re a growth-oriented CPA, or EA, self-motivated with leadership experience, are an exceptional communicator, and find personal meaning in helping entrepreneurs achieve success, we encourage you to apply for this position. 

Benefits of this role: 

• Competitive salary package 
• Work/Life balance, with human-centered work-hour expectations 
• Direct, hands-on coaching from top-performing leaders 
• Fully remote work 
• Incredible experience in a successful startup environment 
• Opportunities for career growth and development

The mission of this role: 

Provide strategic tax services to Alchemy members, including strategy, planning, mid-year reviews, and filing. As a trusted advisor, you’ll provide simplified, actionable financial information that enables members to make informed decisions with confidence. As the membership grows, there will be additional opportunities to help scale Alchemy Tax by hiring and managing an elite team of tax professionals. 

Key Responsibilities: 

Strategic Leadership: 

• Execute the strategic vision, goals, and growth plans for Alchemy Tax
• Lead your tax pod, consisting of a junior accountant, and tax admin, in achieving excellence in member service and financial performance 
• Assist in the hiring, training, performance evaluations, and professional development of additional team members as the Alchemy Tax division grows 
• Ensure Alchemy Tax adheres to industry regulations, standards, and best practices 

Business Development: 

• Identify and pursue new business opportunities within the existing membership
• Build and maintain strong member relationships to foster retention and growth
• Meet with prospects, quote services, and convert new tax memberships 

Accounting: 

• Provide expert guidance on accounting, tax, and financial matters to our members, who are real estate small business owners and investors and have a combination of S-Corps, C-Corps, and Partnership configurations for active and passive business ventures across multiple states 
• Review previous tax return(s) 
• Schedule live planning calls to provide strategic tax recommendations
• Analyze financials and advise on deductions and credits, with expertise in common real estate tax areas such as cost segregation, Augusta rule, and 1031 exchanges
• Review entity type and discuss changes if necessary 
• Recommend payroll adjustments 
• Manage encrypted member tax portal for safe collection and sharing of documents
• Maximize any deductions available (home office deduction, family tax strategies, etc.)
• Facilitate a mid-year tax true-up 
• Send reminders about quarterly tax payments 
• Analyze retirement plan contributions and make recommendations
• Answer tax-related questions and help with responses to IRS notices
• File state and federal tax returns 
• Ensure members receive top-tier service and handle escalated issues as necessary

What makes you a perfect fit: 

• Certified Public Accountant (CPA) license, or EA 
• 5 years of professional experience as a CPA or EA, 1-3 years management experience 
• Proven track record of client retention 
• Detail-oriented problem solver; can handle multiple priorities at once
• Self-motivated and independent, taking pride in the quality of your work
• Excellent written and verbal communication skills 
• The ability to follow up, follow through, and close the loop on outstanding items with our members 
• The desire to work in a different kind of accounting firm - one that prioritizes proactive communication, quick responses, and fast turnaround times on deliverables
• Tech-savvy and comfortable learning new platforms such as our CRM
• Start-up mentality, quick learner, and highly coachable 

We are remote first. We work hard but also recognize that life is about more than work. We are proud to be an equal-opportunity employer and recognize that diverse teams are strong teams.

To apply, please proceed to our job application at https://tinyurl.com/alchemytaxmanager