Virtual CFO Tax Manager

The Virtual CFO department of one of the fastest-growing accounting firms in the country is seeking a Tax Manager who possesses a strong technical skillset, is motivated by quality work, and embraces a collaborative environment. This individual will have a direct impact on our firm’s mission of serving as a catalyst for those striving to achieve their highest potential.

The Virtual CFO Tax Manager will oversee the accurate and timely filing of Federal, State, and Local tax returns, coordinate tax planning and projections with corporate and partnership clients, and clearly articulate tax planning and preparation results to clients. This role involves managing governmental responses to notices, identifying tax savings opportunities, and coordinating with third-party credit providers. Additionally, the Tax Manager will manage all aspects of CFO client tax work alongside the Virtual CFO, including technical reviews, tax planning opportunities, and coordinating meetings with clients and the Tax Director. The candidate will also be responsible for managing support staff in the preparation of tax returns and ensuring timely communication and completion of tax-related tasks.

 

What You’ll Do:  

Industry Tax Manager: 

• Manage accurate and timely filing of Federal, State, and Local tax returns 

• Coordinate the tax planning and projections with corporate and partnership clients 

• Articulate clearly the results of tax planning and tax preparation to clients in a timely manner 

• Manage and communicate governmental responses to notices received by assigned clients 

• Identify tax savings opportunities through internally crafted strategies and coordinate with third-party credit providers (if necessary)  

• Communicate tax process to client management and ownership 

 

VCFO Team Tax Manager: 

• Manage all aspects of CFO client tax work within assigned Pod by adhering to due dates of assigned activities in SmartSheet

• Client Work includes:
  • Report to the Tax Director at weekly Tax L-10 meetings
  • Estimated Tax Season hours – 55 / week
  • Managing staff person in the preparation of assigned CFO Corporate and Partnership returns
  • Managing staff person in the preparation of assigned CFO shareholder and partner returns
  • Complete Technical Review of all CFO Client tax returns and meet with Tax Director on analytical review
  • Complete Technical Review of stand-alone returns as assigned
  • Attend accounting team meetings to communicate division wide tax notes
  • Identify tax planning opportunities in conjunction with CFO and Tax Director 
  • Coordinate third-party tax relationships 

• Work with accountants in the Pod to timely complete:
  • Estimated Tax Payments
  • Preparation of Tax Planners
  • Coordinating meetings with CFO / Client / Tax Director to ensure timely communication 
  • 1099 preparation
  • Fixed asset review 

 

What We’re Looking For:   

• Exhibit strong project management and communication skills 

• Holds Extensive experience in corporate, partnership, and individual taxation 

• State and Local Taxation experience is a plus 

 

Your Qualifications:  

• 5+ years of tax experience in preparation of corporate and partnership tax returns
  

All Career Openings

Virtual CFO

The VCFO Department at one of the fastest-growing accounting firms in the country is seeking a Virtual CFO who possesses a strong technical skillset, is motivated by quality work and is passionate about delivering outstanding results. This individual will have a direct impact on our firm’s mission of serving as a catalyst for those striving to achieve their highest potential. 

We are seeking an experienced Virtual Chief Financial Officer (VCFO) to act as a strategic partner to small business owners, providing high-level financial leadership and insight. You will oversee all financial aspects of client engagements, with a strong focus on the month-end close process, KPI-driven forecasting, and financial statement analysis.

This is a high-impact role that requires both a command of accounting theory and the ability to translate numbers into actionable business strategies. You’ll serve clients ranging from $1M–$50M in revenue, with a focus on building long-term relationships, driving business performance, and aligning financial systems with strategic goals.

This role is fully remote- or home-based, with occasional travel to client sites or company events. Standard hours are 8:00 AM – 5:00 PM, with some flexibility required during deadlines.

 

What You’ll Do:

• Own the relationship with client leadership teams and serve as their trusted financial advisor.
• Lead, review, and oversee the month-end close process and delivery of financial statements.
• Architect and maintain dynamic financial forecasts built on KPIs that drive the client’s business.
• Identify, track, and regularly review key financial drivers for continuous improvement.
• Provide strategic financial consulting, including compensation planning, cash flow management, budgeting, and lending relationship management.
• Ensure timely and accurate delivery of all client deliverables and reports.
• Interpret and communicate financial data to inform key business decisions.
• Understand and manage scope of services based on client contracts; price and scope changes as needed.
• Stay current on trends and best practices; contribute to internal training and knowledge sharing.
• Attend two mandatory company retreats per year.

What We’re Looking For:

• Strong accounting foundation and business acumen.
• Excellent communication and client service skills.
• Highly organized and able to manage multiple engagements simultaneously.
• Proactive and forward-thinking with a bias for action.
• Tech-savvy and adaptable to changing tools and platforms.
• Able to work independently with a high degree of ownership.
• Demonstrated success working with businesses between $1M and $50M in annual revenue.
• Experience with multiple accounting ledgers such as QuickBooks, Xero, Sage, etc.
• Advanced Excel skills (pivot tables required; VBA/macros a plus).
• Industry experience in construction is a strong plus.
• Business and personal tax experience is a plus.

Your Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field (CPA preferred).
• 6+ years of progressive experience, ideally in a CFO, Controller, or Advisory capacity.

Please note, the VCFO Department has a bonus program that will be discussed during an initial interview.

All Career Openings