• Serve as Carry's tax authority—the person who can answer "can we do this?" and "should we?" • Identify tax strategies worth productizing and help prioritize our roadmap • Work closely with product and engineering to spec out tax logic and validate implementations • Stay current on tax law and translate changes into opportunities for our customers • Help with client-facing tax questions as needed

Role Description We are seeking a Senior Tax Manager who can step into a high-impact leadership role. This hire will serve as the owner’s right hand—taking over the bulk of the tax work so the firm can continue scaling toward its projected growth of 20–30 team members within the next five years. If you’re a seasoned tax professional seeking meaningful responsibility, career advancement, and a modern, people-centric culture, this opportunity is for you. You will lead the tax function, mentor junior staff, review complex returns, and help build the infrastructure for the firm’s next stage of growth. What You’ll Do - Prepare and review S-Corp, C-Corp, Partnership, and Trust returns - Lead and oversee tax workflows for a fast-growing client base - Train and develop junior preparers (your leadership will matter!) - Support advanced tax planning projects - Serve as the trusted partner to the owner, freeing him to grow the firm Qualifications - 6+ years of public accounting tax experience - Strong generalist background across entities - Ability to independently manage and review complex returns - Experience mentoring or managing staff - CPA or EA required - Comfortable working autonomously in a fully remote environment - Thrives in a high-growth, entrepreneurial culture Requirements - Experience with Drake (not required) - Small-firm or fast-growth firm background - Exposure to advanced tax planning Benefits - Competitive salary - Health insurance - 401(k) with company match - Flexible PTO (starts at 2 weeks; increases annually) - Fully remote work environment - Significant career growth opportunity Why This Role Matters This is a rare chance to step into a role where your expertise directly shapes the future of a rapidly scaling firm. You won’t be buried in bureaucracy or forced through layers of approval—you’ll be empowered, trusted, and valued. If you're ready to step up and lead, this is your moment.

• Prepare tax returns and deliver personalized video consultations to customers of our valued financial partners • Own the end-to-end client experience—supporting document collection, responding promptly to questions, and building trust in your expertise • Meet high standards for customer care, service quality, and operational efficiency • Solve complex filing situations using your professional judgement, tools and support of your manager and team members • Collaborate with peers and leadership to improve workflows, processes, and our overall service model as we scale • Be the voice of the customer—sharing insights, surfacing pain points, and identifying opportunities for improvement with product, engineering, and operations teams

• Developing and implementing transaction advisory services to clients to meet their complex financial needs. • Interact directly with Partners on matters related to client and engagement management. • Modeling financial transactions to be used in valuation, structuring and negotiation. • Prepare detailed memoranda and presentations describing the key attributes of client companies and industries. • Assist in the review and analysis of the tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda. • Identify and analyze tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition and restructuring of businesses. • Review, assess and advise clients regarding tax computations reflected in their financial models and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction. • Data gathering, document review and preparation of reports. • Research & financial analysis of target companies. • Due diligence for both buy side and sell side transactions. • Transaction structuring for tax and accounting issues. • Negotiation support. • Communication with business owners to ensure delivery of exceptional client service. • Participate in various marketing and recruiting activities of the firm.