Tax Manager at Teamshares

San Antonio, Texas, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Accounting, Tax ServicesIndustries

Requirements

Bachelor's degree in accounting and/or finance
Minimum 7+ years of experience
Active CPA license
Energetic, goal oriented, dependable
Thirst for knowledge
Great communication skills
Fun-loving attitude

Responsibilities

Primary point of contact for client relationships in traditional tax and accounting services
Primary point of contact for client relationships in financial and estate planning
Occasionally provide assistance to attorneys as forensic accountant and expert witness
Lead a collaborative team

Skills

Key technologies and capabilities for this role

CPATax PlanningAccountingFinancial PlanningEstate PlanningForensic AccountingClient ManagementTeam Leadership

Questions & Answers

Common questions about this position

What is the salary for the Tax Manager position?

This information is not specified in the job description.

Is remote work available for this Tax Manager role?

The role requires working on-site with hybrid possible in San Antonio.

What are the key requirements for the Tax Manager position?

Candidates need a Bachelor's degree in accounting and/or finance, minimum 7+ years of experience, and an active CPA license.

What is the work environment like at this firm?

It offers a flexible work environment, cooperative team, leading-edge technology, challenging assignments, and comfortable, relaxing surroundings.

What qualities make a strong candidate for this Tax Manager role?

Energetic, goal-oriented, dependable individuals with a thirst for knowledge, great communication skills, and a fun-loving attitude who can exceed client expectations.

Teamshares

Facilitates employee ownership of small businesses

About Teamshares

Teamshares facilitates employee ownership of small businesses, focusing on those whose owners are nearing retirement. The company purchases these businesses and gradually transfers ownership to the employees, starting with 10% of the stock and increasing to 80% over 20 years. This approach helps maintain business continuity and prevents job losses that can occur when a business is sold to an outside buyer. Teamshares generates revenue from the profits of the businesses it acquires and also offers proprietary software, education, and financial products. By promoting employee ownership, Teamshares not only supports the financial stability of employees but also strengthens the local economy by preserving small businesses. The company differentiates itself by recruiting mission-driven leaders for the acquired businesses and providing them with extensive training.

New York City, New YorkHeadquarters

2019Year Founded

$214.3MTotal Funding

DEBTCompany Stage

Fintech, Social ImpactIndustries

51-200Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Paid Vacation

Paid Sick Leave

Paid Holidays

401(k) Company Match

401(k) Retirement Plan

Profit Sharing

Paid Parental Leave

Risks

Expansion into Japan may expose Teamshares to unfamiliar regulatory environments.

Increased competition from platforms like SKROL could challenge Teamshares' market position.

Reliance on debt financing could increase financial risk if businesses underperform.

Differentiation

Teamshares is a market leader in small business employee ownership with 84 acquisitions.

The company uniquely transitions 80% ownership to employees over 20 years.

Teamshares provides proprietary software, education, and financial products to acquired businesses.

Upsides

Teamshares plans to expand into Japan, supported by major financial institutions.

The 'small business silver tsunami' offers significant acquisition opportunities for Teamshares.

Increased interest in employee ownership models supports Teamshares' mission and growth.

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