Tax Accounting Manager at Rose Financial Solutions LLC

North Bethesda, Maryland, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Jun, 26

Salary

0.0

Posted On

08 Mar, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Tax Engagements, Corporate Tax, Fiduciary Tax, Gift Tax, Individual Tax, Partnership Tax, Private Foundation Tax, Tax Workpapers, Tax Projections, Estimated Tax Payments, Tax Research, Sales Tax Filings, Business License Filings, Personal Property Tax Returns, Mentoring, Resource Planning

Industry

Accounting

Description

Tax Accounting Manager ROSE is a Finance as a Service (FaaS) leader, supporting a company's back office by harmonizing People, Process, Technology, Organization, and Data to empower our clients to become accomplished leaders. We achieve this by providing financial clarity and eliminating complexity through Easby®, a system of engagement built on enterprise-grade, hyper-automation technology that manages finance, accounting, and tax activities, converts data into information, and supports a team of experienced professionals to enhance a company's success by improving financial performance. Rose Financial Solutions (ROSE®) is seeking a Tax Accounting Senior who has a strong tax background, leadership experience, and a passion for automation and process improvement. ROSE builds unique solutions for its clients, providing the people and technology small to mid-sized companies need to scale. If you love connecting great people to awesome solutions and are looking for that next big thing, apply here! Your responsibilities vary based on your assigned department and clients, but are likely to include: Manage and review complex tax engagements, including corporate, fiduciary (complex, grantor, simple, and split-interest), gift, individual, partnership, and private foundation tax returns, Oversee preparation of tax workpapers, lead sheets, tax projections, and estimated tax payments, Serve as a trusted advisor to clients by analyzing tax positions, identifying planning opportunities, and providing recommendations to minimize tax liabilities, Perform and review tax research to support planning and compliance initiatives, Oversee preparation and review of client compliance filings, including:1099 year-end information reporting, Monthly or quarterly sales tax filings, Annual business license and personal property tax returns. Stay current on federal, state, and local tax law developments and assess their impact on clients, Lead, mentor, and review the work of Tax Accounting Seniors and other team members, Assist with resource planning, workflow management, and engagement timelines, Support the general administration of the Tax Department, including process documentation and quality control, Lead or contribute to special projects, including process improvement, automation initiatives, and internal research efforts, Promote continuing education and knowledge-sharing within the tax team, Develop, maintain, and enforce detailed engagement timelines, workplans, and milestones across multiple concurrent clients and filing types, Proactively identify risks, data gaps, dependency issues, and deadline threats; escalate early and drive resolution independently, Coordinate cross-functional inputs (tax, accounting, AP, client contacts, and technology) to ensure clean handoffs and complete datasets, Track engagement status in real time and communicate progress, blockers, and next steps with clarity and confidence, Enforce documentation/workpaper standards, review checkpoints, and quality controls to support scalability and reusability, Successfully manage high-pressure, deadline-intensive periods with discipline, resilience, and steady execution. Qualifications: Completed Bachelor's Degree in Accounting. EA or CPA is a plus (not required upon hire). Minimum 10+ years' experience in tax preparation and review. Excellent knowledge of federal and state tax laws and regulations. Strong knowledge of Excel, Word and Quick Books. Demonstrated experience managing or mentoring staff. Strong written and verbal communication skills. Must be able to communicate clearly and concisely with senior management, client administration, portfolio managers and high-net-worth clients. Thrives in an environment that celebrates excellence and "does what it takes" to meet and exceed client and staff expectations Strong reconciliation and analysis skills. Interest in process improvement and automation. A team player. What You'll Get with ROSE: ROSE is passionate about serving our clients and is dedicated to being a great place to work. Our professional work environment involves working alongside the best and the brightest professionals, competitive compensation plan, with long-term growth opportunities. ROSE also offers a comprehensive benefits package including health insurance subsidies up to 80%, Work + Life Fit options, 401(k) with company match, and educational reimbursements. See more on our state-of-the-art technology platform here: https://www.easby.ai/ ROSE is an Equal Opportunity Employer. ROSE will not tolerate discrimination against any employee or applicants on any legally-recognized basis including, but not limited to: age; ancestry; childbirth or related medical condition; citizenship; color; creed; familial status; genetic information; height; weight; marital status; national origin; physical or mental disability or handicap; pregnancy; race; religion; sex; sexual orientation; uniform service member status or veteran status. Third-party resume submissions are not accepted. Any resume submitted will be considered the property of ROSE, and ROSE will not be held liable to pay a placement fee.

Responsibilities

Responsibilities include managing and reviewing complex tax engagements across various entity types, overseeing tax workpaper preparation, and serving as a trusted advisor by analyzing tax positions and recommending liability minimization strategies. The role also involves leading, mentoring, and reviewing team members while ensuring compliance with federal, state, and local tax law developments.