Head of Books and Tax, Karat Financial

• Bachelor's degree in finance or accounting with a CPA or EA license. (CPA license is a strong preference)
• 10+ years of relevant tax experience ideally with a CPA firm, preferably with a mix of public and private industry experience
• 6+ years of team management experience in leading, scaling, and developing an accounting team
• Expert tax knowledge in areas such as entity and tax classification structuring with a strong emphasis in S-corporations and being able to help clients understand the benefits
• Broad tax knowledge in areas such as state tax and international tax informational reporting and withholding
• Accounting and payroll knowledge for SMB’s and high-net-worth individuals
• Prioritize and assign projects to team members in a fast-changing environment
• Superb communication/presentation skills with a strong executive presence
• High-level ownership and accountability
• Understanding of cloud based accounting software platforms

Desirable

• Develop and nurture an effective team of tax professionals and bookkeepers. We are expected to grow the team to 20+ within 18 months
• Create a team roadmap to achieve goals and establish metrics
• Interact with senior leaders across the organization and be the liaison to coordinate the flow of information between various functions to ensure high-quality work is conducted and delivered to our clients
• Build effective relationships with reports and senior leaders with a collaborative approach to problem-solving
• Navigate in a fast-changing environment while showing high accountability and ownership
• Identify upsell and cross-selling opportunities with new and existing customers to increase client lifetime value
• Understand, then improve, both the accounting services we will provide and the pricing of those services
• Participate in process optimization, developing and implementing procedural changes and/or processes to improve the tax accounting function
• Handle special projects including tax audits, transaction structuring, and implementation of tax planning strategies for creators
• Facilitate advanced tax research, and resolve complex tax issues