Careers

Hybrid | $125K-$150K | Local Travel | 100% Flexible

Are you an experienced CPA or enrolled agent, tired of the traditional culture at big firms? You’re looking for a career that allows you to excel professionally while still being present for your family. At RBA, we understand the trade-offs between your career and family time—and we’re here to offer a better balance.

At RBA, we don’t just work with numbers; we work with people. Our team provides the flexibility you need to structure your work around your life. Whether you’re there for your kids' milestones or advancing your career, we have the systems and support in place to help you achieve both.

Our Values:

• Big Picture Thinking: We help clients connect their taxes to a larger financial strategy that serves both their personal and business goals.

• Resourcefulness: We discover unique, client-tailored tax-saving strategies to maximize their financial potential.

• Education: We empower clients by helping them understand their finances and their impact.

• Accountability: We work with our clients, addressing questions and concerns promptly.

• Compassion: We value where each client—and team member—is coming from and work to help them achieve their goals.

• Community Impact: More financial resources mean greater influence and impact. We help clients turn their financial resources into something meaningful for their community.

Why You’ll Love It Here:

• Work with Purpose: At RBA, your work has a purpose. We don’t just preserve the status quo like traditional CPAs; we proactively discover real tax-saving opportunities.

• Professional Growth: We provide opportunities for continued learning and career advancement, with the flexibility to fit your personal and family life.

• Supportive Culture: We live what we preach. Just as we help our clients achieve their dreams, we ensure our team members have the support they need to pursue their own.

Your Role:

As a Tax Manager, you will be the partner’s main support and the client’s primary point of contact. 

This role is responsible for leading tax engagements, serving as the main point of contact for clients and internal partners. Manage project timelines, budgets, and deliverables, ensuring work is completed efficiently and to firm standards, while mentoring team members and maintaining compliance with tax laws.

You will provide technical oversight by reviewing complex tax returns, offering feedback to staff, researching regulations, and proactively identifying planning opportunities. They also resolve tax authority issues and deliver clear, strategic advice to clients and partners.

You will be required to build strong client relationships through regular communication, anticipating needs, and delivering valuable insights that support both tax and broader business goals. Additionally, you will support firm development by contributing to process improvements, enhancing training initiatives, and fostering a collaborative team environment.

You’re a Great Fit If:

• You thrive on being the primary point of contact for clients, managing relationships, and providing top-notch service.

• You’re skilled at managing teams and projects and love helping others grow and succeed.

• You have a strong understanding of business entities and tax strategies and are passionate about finding innovative ways to save clients money.

• Most importantly, you’re seeking a firm that values the balance between your career and your time with family.

Requirements:

• 5+ years of experience working with corporate, partnership, and individual income tax returns in a public accounting firm

• 2+ year managing a small team

• Bachelor’s degree in accounting/tax/finance

• CPA, EA, or LLM/JD in tax designation

• Access to strong Wi-Fi 

• A dedicated professional workspace at home or at a physical office

• Skilled in project management, prioritization, and scheduling to keep engagements on track.

• Able to manage multiple priorities and deadlines, ensuring consistent, on-time project delivery.

• Excellent communication skills (written and verbal) across email, telephone, and video, tailoring messages for client understanding.

• Comfort in conveying complex tax and financial strategies to clients in a clear, accessible way.

• Software skills required: Zoom, QuickBooks Online, Google Workspace Apps and Microsoft Office Suite products

• Software skills preferred: UltraTaxCS and Canopy Tax (training will be provided if needed)

What We Offer:

• Three (3) weeks of paid time off (PTO)

• 20 days of Firm and Observed Holidays, including the December holiday week

• New Client Onboarding Incentive: 20% of first-year fees and 10% of recurring revenue starting year 2. 

• $15,000 annual bonus  

• Professional development opportunities

• Personal development program

• Hybrid working environment

How to Apply:

Ready to join a firm where you don’t have to choose between your career and your family? Here’s what happens next:

1. Submit your application here along with your resume.

2. Initial interview.

3. In-depth background interview.

4. A technical assessment.

We can’t wait to meet you and see how you can grow with us at RBA, where your work has purpose and your family life matters!

Tax Senior