Role Description This full-time, fully remote Tax Manager role is based within the continental United States, with a preference for candidates located in the Fort Lauderdale, FL area. The position is ideal for an experienced accounting professional who enjoys working in regulated environments and taking ownership of complex compliance, statutory reporting, and control functions. You will play a key role in supporting financial reporting accuracy, regulatory compliance, audit readiness, and scalability as the organization continues to grow. - Manage statutory and GAAP financial reporting, ensuring timely and accurate filings across regulated jurisdictions. - Oversee external audits and regulatory reporting requirements, including coordination of deliverables, timelines, and remediation efforts. - Support federal, state, and international tax compliance in partnership with external advisors, including state and local tax (SALT), transfer pricing, and other complex tax initiatives. - Maintain and improve compliance frameworks by tracking filing requirements and resolving gaps across multiple jurisdictions. - Lead internal control initiatives and remediation efforts to strengthen financial reporting accuracy and operational effectiveness. - Oversee month-end and year-end close processes, including reconciliations, accruals, and complex accounting transactions. - Mentor and develop accounting staff while promoting a culture of accountability, collaboration, and continuous improvement. - Partner directly with senior accounting leadership and cross-functional teams on initiatives that influence the broader organization. - Ensure audit readiness and support continuous improvement of processes related to statutory reporting, tax, and regulatory compliance. Qualifications - Bachelor’s degree in Accounting. - CPA designation or active CPA track strongly preferred. - 7+ years of progressive accounting experience, including leadership experience in insurance, public accounting, or another highly regulated environment. - Strong knowledge of GAAP, statutory accounting, regulatory reporting, and compliance requirements. - Proven experience managing audits, regulatory filings, tax compliance, and internal controls. - Hands-on experience with tax provision, SALT, and statutory reporting. - Ability to navigate complex accounting issues using strong analytical skills and sound professional judgment. - Exceptional attention to detail and a proactive, ownership-driven mindset. - Advanced proficiency in accounting systems and Microsoft Excel. - Strong written and verbal communication skills with the ability to collaborate effectively across functions. Requirements - Experience working within highly regulated industries such as insurance or public accounting environments. - Demonstrated success partnering with external auditors and tax advisors on complex compliance and reporting matters. - Background in designing or enhancing compliance frameworks across multiple jurisdictions. - Experience leading or contributing to internal control improvement and remediation initiatives. - Proven ability to mentor and develop accounting team members and foster a culture of continuous improvement. - Comfort operating in a growth-oriented environment that values precision, ownership, and continuous process enhancement. Benefits - Competitive base salary, bonuses, and comprehensive employee benefits programs, including medical, dental, and vision insurance with highly rated carriers. - A 401(k) program with a company match. - Paid time off. - Company-paid short-term disability, long-term disability, and basic life insurance. - A free MASA membership. - A professional and friendly company culture that supports a clear mission: “Protecting families with compassion when others don’t.” - An opportunity to take ownership of high-impact compliance, reporting, and controls initiatives while helping strengthen and scale a growing organization’s financial infrastructure. Work Environment This is a full-time, fully remote position based within the continental United States, offering flexibility while maintaining strong connection to a collaborative accounting and finance team. The role reports into senior accounting leadership and includes oversight of direct reports, providing opportunities for leadership and mentorship. You will work extensively with modern accounting systems and advanced Excel tools in a regulated, audit-focused environment.

• Own Tax Reporting End-to-End: Drive the product roadmap for IRS reporting (1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1042-S) and state-level requirements. Define timelines, acceptance criteria, and quality gates that ensure on-time, accurate filings year after year. • Vendor Management: Own relationships with tax technology vendors, and manage ongoing performance. • Meet Critical Tax Deadlines: Build the cross-functional calendar for tax season, track dependencies across Engineering, Operations, and Compliance, and ensure zero missed deadlines. • Scale for New Products: Extend tax infrastructure to support new asset classes (fixed income, crypto staking rewards), new account types (IRAs, advisory), and multi-entity structures. Proactively identify gaps before they become blockers. • Upstream Data Government: Ensure that tax operations scale reliably by partnering with core engineering teams to ensure upstream data ingestion is architected correctly from day one. • Data Architecture: Ensure foundational database infrastructure correctly captures and saves diverse income types, entity codes, and account rules (IRAs, HSAs) before they hit the tax systems. • Internal Monitoring: Design and launch internal monitoring tools and health dashboards that provide real-time visibility into filing statuses, error rates, and corrections cycles

Role Description Join Our Team as a Tax Preparer at KSA Tax Partners, LLC! As a Tax Preparer, you will be an integral part of our growing team, working closely with clients to deliver comprehensive tax preparation services. This role is perfect for a professional who is passionate about tax accounting, values client relationships, and is eager to make a difference in the success of women-owned businesses. Key Responsibilities: - Tax Preparation & Compliance: Prepare accurate tax returns for LLCs and S Corporations, ensuring compliance with all relevant tax laws and regulations. - Financial Record Management: Collect, organize, and input financial data into tax software, ensuring accuracy and completeness. - Client Onboarding: Assist with onboarding new clients, ensuring a smooth transition and strong initial relationship. - Collaboration: Work closely with our bookkeeping team to ensure accurate financial reporting and seamless tax preparation. Qualifications - Detail-oriented, calm, and adaptable professional. - Strong background in client-focused service. - Passion for helping businesses grow. Requirements - Technical Skills Required: - Strong experience with ProConnect, QuickBooks Online, Microsoft Word, and the Microsoft Suite. - Must have prior experience in tax preparation, particularly with LLCs and S Corporations. - Work Schedule: Availability for 5 days a week during core hours (9-5 EST), with flexibility during slower periods. - Compensation: $15-$25 per hour, depending on experience. - Location: Accepting applicants from TN, NC, OH, FL, AL, IA, IL, TX, OR, OK, MA, VT. Benefits - Supportive, innovative team that values continuous learning. - Career progression and work-life balance. - Empowerment with autonomy to excel in roles. - Resources and support for growth.

Role Description As a Tax Consultant, you will be an integral part of our growing team, working closely with clients to deliver comprehensive tax preparation and strategy services. This role is perfect for a professional who is passionate about tax accounting, values client relationships, and is eager to make a difference in the success of women-owned businesses. Key Responsibilities: - Client Relationship Management: Lead client calls, present tax returns and strategies to clients. - Tax Preparation & Compliance: Prepare accurate tax returns for LLCs and S Corporations, ensuring compliance with all relevant tax laws and regulations. - Financial Record Management: Collect, organize, and input financial data into tax software, ensuring accuracy and completeness. - Client Onboarding: Assist with onboarding new clients, ensuring a smooth transition and strong initial relationship. - Collaboration: Work closely with our bookkeeping team to ensure accurate financial reporting and seamless tax preparation. Qualifications - Detail-oriented, calm, and adaptable professional. - Seasoned tax preparer with a strong background in client-focused service. - Passion for helping businesses grow. Requirements - Software Proficiency: Strong experience with ProConnect, QuickBooks Online, Microsoft Word, and the Microsoft Suite. - Experience: 5+ years of tax preparation, particularly with LLCs and S Corporations. Must have client-facing experience. - Education: Bachelor's degree in Accounting, Business Administration or related field required. - License: Active CPA License Required. Benefits - Supportive, innovative team that values continuous learning and career progression. - Work-life balance with autonomy to excel in roles. - Resources and support for professional growth.