Accounting & Tax Manager | Work-Life Balance | No Traditional Tax Season Chaos

Are you an experienced accountant tired of the fire-drill culture in public accounting? Want to grow, make an impact, and still get home for dinner? Join us at Aligned CPA in Lake City, FL. We're not your typical accounting firm. At Aligned , we build deep client relationships, work on meaningful accounting and tax strategies year-round, and actually like our clients and our team. We're hiring an Accounting & Tax Manager (ATM) to manage a section of our business clients and support our accounting team with process excellence and collaborative energy. This is a full-time, in-person position , with the potential for hybrid, with a stable, process-driven, people-first team. What this job is

NOT:

Overtime and overworked Extreme tax season crunch Putting up with jerks or ungrateful clients Sink or swim without training Working by yourself Having to sell clients or be a rainmaker Old school practice with no systems What this job

IS:

Serving small business clients year round Surrounded by great staff accountants and admin teams Production incentives to decide how much you want to work and make Work life balance, even during tax season Proven systems and software Collaborative team Continuous learning and improvement Building client relationships and talking to small business owners Aligned CPA is a unique and successful Lake City, FL based accounting firm (near Gainesville, FL and Jacksonville, FL). We have a history of growth in each of our 12 years of business and now we are looking for an exceptional person to fill a new position.

WHY YOU'LL LOVE IT HERE

No "tax crunch" chaos Competitive salary + production-based incentives Proven processes and systems that support success In-office role with a healthy work-life balance A positive team culture that values respect, fun, and growth Clients who appreciate your expertise and the value you bring We use a systematic approach to partner with our clients where we provide a package of services which includes monthly accounting, tax planning and preparation, payroll and business advice. In essence, we help small business owners be better organized, helping them grow and be more profitable while helping them save on taxes.

RESPONSIBILITIES

Supervise the monthly accounting and tax process for a portfolio of small business clients Provide real-time planning, proactive insights, and practical financial guidance Preparetax returns (1040, 1065, 1120) and manage workload throughout the year Support and collaborate with staff accountants to ensure accuracy and consistency Conduct quarterly client meetings, provide Loom video tax summaries, and build strong client relationships Ensure timely delivery of tax projections, estimates, and financial reports

QUALIFICATIONS

+5 year experience with Quickbooks Online +5 years experience preparing tax returns Comfortable working with small business owners and building relationships Bachelors Degree or equivalent (Accounting emphasis is helpful, but not required) Enjoys numbers and is technologically savvy with computers Enrolled Agent or

CPA COMPENSATION AND BENEFITS

Salary and Incentive:

$85,000 - $115,000 + performance bonuses 3% Retirement Match with Simple IRA Paid Holidays & Paid Time Off Flexible schedule Growth Opportunities & Continuous Learning

READY TO APPLY?

Send us your resume and a cover letter.

Job Type:

Full-time Pay:

$85,000.00 - $115,000.00 per year

Benefits:

Continuing education credits Flexible schedule Paid time off Professional development assistance Relocation assistance Retirement plan

Experience:

Tax:

5 years (Required)

Accounting:

5 years (Required)

License/Certification:

CPA or EA license (Required) Ability to

Relocate:

Lake City, FL 32055: Relocate before starting work (Required)

Work Location:

Hybrid remote in Lake City, FL 32055