Tax Manager (Enrolled Agent)

About CoverPanda Services

CoverPanda Services is a fast-growing bookkeeping, accounting, and tax services firm built specifically for franchise businesses. We partner with franchisors as their preferred accounting vendor, giving their franchisees access to reliable, high-quality financial services from a team that understands the franchise model inside and out.

Our founding partners own and operate multiple Crumbl locations generating over $12M in annual revenue, so we know what franchise operators need because we are franchise operators. We currently serve 100+ client units and are growing fast, with new franchisor partnerships fueling our pipeline every quarter.

The Role

We are hiring a Tax Manager to own the tax function at CoverPanda. This is a client-facing, hands-on role where you will prepare and review returns, meet directly with clients, and build out the tax side of the practice as we scale. You will report directly to one of our Founding Partners (CPA) and work alongside a growing team of accountants and bookkeepers.

This is not a back-office role. You will be the face of our tax services to clients, building relationships, advising on their tax situation, and making sure everything is handled accurately and on time.

What You Will Do

- Prepare and review federal and state tax returns for small businesses (primarily franchise clients), including S-Corps, partnerships, and sole proprietors

- Meet with clients directly to gather tax documents, answer questions, discuss their tax situation, and provide proactive guidance

- Manage the full tax calendar (extensions, estimated payments, filing deadlines) across a growing client base of 100+ units

- Handle IRS and state correspondence, notices, and representation as an Enrolled Agent

- Hire, train, and oversee 1 to 2 seasonal tax preparers during filing season to handle volume

- Collaborate with the Founding Partner/CPA on complex engagements and help develop tax advisory services as the practice grows

- Identify opportunities to improve processes, reduce turnaround times, and increase client satisfaction

What We Are Looking For

Required:

- Enrolled Agent (EA) designation, active and in good standing

- 5+ years of experience preparing and reviewing small-business tax returns

- Direct client-facing experience. You are comfortable leading meetings, explaining tax concepts in plain language, and building trust with business owners

- Strong knowledge of S-Corp, partnership, and sole proprietor taxation

- Experience with tax preparation software (ProConnect, Lacerte, Drake, UltraTax, or similar)

- Ability to work independently and manage your own workload with minimal oversight

Nice to Have:

- Experience managing or mentoring junior staff or seasonal preparers

- Familiarity with QuickBooks Online (our primary bookkeeping platform)

- Experience working with franchise businesses or multi-unit operators

- CPA license (not required, EA is our primary credential for this role)

Why CoverPanda?

- You are not joining a machine. You are building the tax function from the ground up. This is a leadership role from day one.

- Our franchise-focused model means predictable, recurring client relationships, not one-off engagements that disappear after April.

- We are growing fast. The franchisor partnerships in our pipeline will push us well past 100 units this year, which means your impact and career growth here are real.

- You will work directly with the founding partners, not through layers of management. Your ideas and expertise will shape how we deliver tax services.

- We invest in our people. Professional development budget, clear career paths, and a culture that values ownership and autonomy.

CoverPanda Services is an equal opportunity employer.Job Overview
We are seeking a dynamic and detail-oriented Tax Manager with Enrolled Agent certification to lead our tax planning, compliance, and consulting efforts. In this pivotal role, you will leverage your extensive tax experience to navigate complex tax laws, optimize client outcomes, and ensure adherence to regulatory standards. Your expertise in various accounting disciplines and financial concepts will drive strategic initiatives and support our clients’ financial success. This position offers an exciting opportunity to work with a talented team dedicated to delivering exceptional tax solutions across diverse industries.

Responsibilities

• Manage and oversee all aspects of tax preparation, planning, and compliance for individual, corporate, partnership, and trust clients.
• Provide expert guidance on estate planning strategies, wills, trusts, and estate law to optimize client wealth transfer goals.
• Conduct detailed financial analysis and interpret financial reports to identify tax-saving opportunities and ensure accuracy in tax filings.
• Prepare and review complex tax returns using advanced accounting software such as QuickBooks, Xero, Sage, and other financial tools.
• Ensure compliance with GAAP (Generally Accepted Accounting Principles), SOX (Sarbanes-Oxley Act), and other regulatory reporting requirements.
• Collaborate with clients on mergers & acquisitions, private equity transactions, and investment strategies while maintaining strict adherence to securities law.
• Perform audits, account reconciliations, balance sheet reconciliations, and general ledger accounting to support accurate financial reporting.
• Lead efforts in financial report writing and interpretation to communicate insights effectively to clients and stakeholders.
• Support non-profit accounting initiatives by managing accounts payable, payroll processing, budgeting, and asset management activities.
• Maintain up-to-date knowledge of tax laws related to LIHTC (Low-Income Housing Tax Credit), securities law, and other relevant regulations.

Experience

• Proven experience in public accounting or corporate accounting roles with a strong focus on tax experience across various industries.
• Demonstrated expertise in estate planning, wills, trusts & estate law, and non-profit accounting practices.
• Extensive knowledge of financial concepts including double entry bookkeeping, debits & credits, financial statement preparation, analysis skills, and asset management.
• Familiarity with accounting software such as QuickBooks, Sage, Xero, and other financial software platforms used for bookkeeping and financial analysis.
• Experience working with SOX compliance procedures and regulatory reporting standards is highly desirable.
• Strong analytical skills with the ability to interpret complex financial data accurately while maintaining attention to detail.
• Ability to manage multiple priorities efficiently while providing exceptional client service in a fast-paced environment. Join us if you’re passionate about leveraging your tax expertise to make a meaningful impact! We value energetic professionals who thrive on solving complex financial challenges while helping clients achieve their goals through innovative solutions rooted in deep technical knowledge.

Pay: $80,000.00 - $110,000.00 per year

Benefits:

• Continuing education credits
• Flexible schedule
• Health insurance
• Opportunities for advancement
• Paid time off
• Paid training
• Professional development assistance
• Work from home

Application Question(s):

• How many small business tax returns did you prepare or review last filing season? Please describe your experience working directly with business owners on tax planning.

Experience:

• tax preparation: 5 years (Required)

License/Certification:

• Enrolled Agent (EA) designation (Required)

Work Location: Hybrid remote in Orem, UT 84057