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Hiring Alchemy Tax Manager

Location Virtual with National Focus

Date July 2025

Salary Very competitive, commensurate with experience


We are seeking a dynamic CPA or EA to join our team and help us expand our reach

and impact.

Alchemy of Money isn’t just another financial services firm. Designed by real estate

entrepreneurs, for real estate entrepreneurs, Alchemy is an all-in-one solution, offering

bookkeeping, payroll, tax strategy, and financial coaching, exclusively for real estate

professionals.

Alchemy surprises people: Members tell us they actually enjoy working with their

bookkeepers, tax preparers, and account managers; they finally understand their financials;

and have the confidence and support they need to grow their businesses. We’re turning

accounting on its head by offering reliable and proactive communication, easy-to-understand

reports, accountability, and financial statements that are on time, accurate, and actionable.

This is a rare and exciting opportunity to join a high-growth financial startup with substantial

career growth potential.


As an Alchemy Tax Manager, you’ll work with a team and be responsible for tax

strategy, preparation, and filing for around 300 members.

To excel in this role, you must be a motivated and organized professional with exceptional

tax and communication skills. You must also be comfortable working and collaborating in a

virtual environment. You will be trained on our systems, the real estate industry, and on the

Alchemy Way: our vision for a firm that offers a superior member experience.


If you’re a growth-oriented CPA, or EA, self-motivated with leadership experience, are

an exceptional communicator, and find personal meaning in helping entrepreneurs

achieve success, we encourage you to apply for this position.

Benefits of this role:

Competitive salary package

Work/Life balance, with human-centered work-hour expectations

Direct, hands-on coaching from top-performing leaders

Fully remote work

Incredible experience in a successful startup environment

Opportunities for career growth and developmentThe mission of this role:

Provide strategic tax services to Alchemy members, including strategy, planning, mid-year

reviews, and filing. As a trusted advisor, you’ll provide simplified, actionable financial

information that enables members to make informed decisions with confidence. As the

membership grows, there will be additional opportunities to help scale Alchemy Tax by hiring

and managing an elite team of tax professionals.


Key Responsibilities:


Strategic Leadership:

Execute the strategic vision, goals, and growth plans for Alchemy Tax

Lead your tax pod, consisting of a junior accountant, and tax admin, in achieving

excellence in member service and financial performance

Assist in the hiring, training, performance evaluations, and professional development

of additional team members as the Alchemy Tax division grows

Ensure Alchemy Tax adheres to industry regulations, standards, and best practices


Business Development:

Identify and pursue new business opportunities within the existing membership

Build and maintain strong member relationships to foster retention and growth

Meet with prospects, quote services, and convert new tax memberships


Accounting:

Provide expert guidance on accounting, tax, and financial matters to our members,

who are real estate small business owners and investors and have a combination of

S-Corps, C-Corps, and Partnership configurations for active and passive business

ventures across multiple states

Review previous tax return(s)

Schedule live planning calls to provide strategic tax recommendations

Analyze financials and advise on deductions and credits, with expertise in common

real estate tax areas such as cost segregation, Augusta rule, and 1031 exchanges

Review entity type and discuss changes if necessary

Recommend payroll adjustments

Manage encrypted member tax portal for safe collection and sharing of documents

Maximize any deductions available (home office deduction, family tax strategies, etc.)

Facilitate a mid-year tax true-up

Send reminders about quarterly tax payments

Analyze retirement plan contributions and make recommendations

Answer tax-related questions and help with responses to IRS notices

File state and federal tax returns

Ensure members receive top-tier service and handle escalated issues as necessary


What makes you a perfect fit:

Certified Public Accountant (CPA) license, or EA

5+ years of professional experience as a CPA or EA, 1-3 years management

experience

Proven track record of client retention

Detail-oriented problem solver; can handle multiple priorities at once

Self-motivated and independent, taking pride in the quality of your work

Excellent written and verbal communication skills

The ability to follow up, follow through, and close the loop on outstanding items with

our members

The desire to work in a different kind of accounting firm - one that prioritizes proactive

communication, quick responses, and fast turnaround times on deliverables

Tech-savvy and comfortable learning new platforms such as our CRM

Start-up mentality, quick learner, and highly coachable

We are remote first. We work hard but also recognize that life is about more than work. We are

proud to be an equal-opportunity employer and recognize that diverse teams are strong teams.


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