About Novii CPA
Novii CPA is a growing, tech-forward CPA firm that provides outsourced accounting, tax strategy, and fractional CFO services for startups in the biotech, life sciences, manufacturing, and technology sectors. Our mission is to simplify complex financial processes while helping our clients grow and succeed in their industries.
As we scale, we are seeking an experienced Senior Manager to join our leadership team. This role will play a critical part in overseeing client engagements, ensuring quality control, mentoring staff, and providing high-level technical expertise. If you’re looking for an opportunity to contribute at a strategic level in a collaborative, fast-paced environment, we’d love to hear from you.
Position Overview
The Senior Manager will oversee complex tax compliance, tax strategy, and client advisory services, with a strong emphasis on tax planning for business owners. The role also includes financial statement preparation, with approximately 60-70% of the responsibilities focused on tax-related tasks and 30-40% dedicated to financial statement preparation. This position involves direct client interactions, including meetings and presentations to executives and boards, and providing high-level tax and financial guidance. You will lead and mentor a team of accountants, ensuring the accuracy, compliance, and efficiency of tax filings while advising clients on proactive tax planning and strategy.
Key Responsibilities
- Client Leadership & Tax Advisory
- Serve as the primary point of contact for key clients, leading discussions on tax strategy, planning, and long-term business goals.
- Provide strategic tax guidance to business owners, including tax-saving strategies, entity structuring, and proactive tax planning to minimize liabilities.
- Develop and maintain strong client relationships, offering insights to drive tax-related decision-making.
- Lead client meetings and presentations to executives and boards, ensuring tax-related information is communicated clearly and effectively.
- Advise business owners on tax planning opportunities, such as deductions, credits, and strategies to optimize cash flow and profitability.
Tax Compliance & Oversight
- Review and sign federal and state tax returns for clients, ensuring accuracy and compliance with relevant regulations.
- Oversee the preparation and timely filing of individual, corporate, partnership, and trust tax returns.
- Monitor and review complex tax filings, including multi-state filings, tax credits, and specialized returns.
- Act as the lead on tax research and technical issues requiring senior-level expertise, ensuring that all tax filings are accurate and compliant.
- Ensure that tax systems and processes are operating efficiently, recommending improvements where necessary.
IRS & Compliance Management
- Manage IRS inquiries, audits, and resolutions, ensuring the firm’s clients are properly represented.
- Serve as the firm’s lead resource for complex tax issues, including handling advanced tax planning, research, and compliance matters.
- Stay up to date with tax laws, regulations, and best practices, ensuring the firm and clients are fully compliant.
Tax Planning for Business Owners
- Develop tailored tax strategies for business owners, helping them navigate complex tax rules and optimize their tax position.
- Advise on strategies for business structure, retirement planning, and executive compensation to minimize tax exposure.
- Provide tax projections and planning for major business events such as expansions, acquisitions, and transitions.
- Guide clients on tax-efficient use of business income, including opportunities for tax credits, deductions, and capital structure planning.
- Prepare and Review Quarterly Estimated Tax payments for clients
Financial Statement Preparation & Oversight
- Prepare and review monthly, quarterly, and annual financial statements for clients, ensuring accuracy, clarity, and compliance with accounting standards.
- Work closely with clients to ensure that financial statements reflect true business performance and provide insights into financial health.
- Ensure financial statements align with tax filings and compliance requirements.
- Guide clients through financial statement analysis, helping them make informed business decisions based on financial data.
Team Leadership & Development
- Supervise, mentor, and train accounting staff on tax compliance, financial statement preparation, and tax planning best practices, fostering professional growth.
- Review and provide clear feedback to ensure technical excellence, accuracy, and efficiency in tax-related and financial statement tasks.
- Manage workloads, delegate tasks, and ensure team accountability to meet deadlines during tax season and throughout the year.
High-Level Tax Strategy & Analysis
- Lead tax planning and strategy for clients, including structuring, forecasting, and tax-saving initiatives.
- Collaborate with clients and leadership to ensure alignment on tax goals and strategy.
- Review and oversee tax-related financial analysis, ensuring proper tax impact considerations are made in financial decision-making.
- Implement quality control standards to ensure accurate tax filings and financial statements, maintaining the firm’s reputation for excellence in tax and financial services.
Qualifications
- Experience
- 7+ years of progressive experience in accounting or tax, ideally in a CPA firm or client services environment.
- Proven experience managing client relationships and delivering senior-level financial and tax advisory services.
- Previous experience handling IRS audits, inquiries, and complex tax matters.
- Skills & Knowledge
- Strong understanding of GAAP, tax regulations, and compliance requirements.
- Demonstrated ability to supervise, review, and improve accounting workflows.
- Excellent communication skills—able to translate complex financial concepts into actionable insights for clients and staff.
- Proficiency in accounting and tax software (QuickBooks Online required; Xero, Drake, ProConnect, or similar preferred).
- Strong organizational skills with the ability to manage multiple clients and priorities.
- Education & Certification
- Bachelor’s degree in Accounting, Finance, or related field required.
- CPA license)
- Personal Attributes
- Leadership-driven mindset with a collaborative, team-oriented approach.
- High integrity and discretion when handling sensitive financial matters.
- Strong problem-solving abilities with a focus on delivering client results.
Benefits & Perks
- Health & Wellness
- 100% coverage on Life insurance, STD, and LTD
- 50% coverage on health insurance
- 100% coverage on Dental and vision insurance
- Financial Benefits
- 401(k) with employer match of 4% after 2 months
- Performance bonuses 3 times a year
- Work-Life Integration
- Hybrid/remote work options
- Flexible Work schedule
- 36-hour summer work weeks
- Professional Growth
- Professional development opportunities (including conferences)
- CPE reimbursement
- Team-building events to strengthen collaboration
Why Join Novii CPA?
- Competitive salary and comprehensive benefits package.
- Remote work flexibility with opportunities for hybrid schedules.
- A collaborative, innovative work culture that prioritizes professional growth.
- Leadership opportunities as the firm continues to scale.
- The chance to be part of a progressive, tech-forward CPA firm making an impact in high-growth industries.
Join Novii CPA—where innovation, growth, and people come first. If you’re ready to step into a leadership role and shape the future of accounting, we’d love to hear from you.
📩 Apply today by submitting your resume via the link provided.
Novii CPA is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive workplace.
➡ Learn more about us on LinkedIn: Novii CPA
