Schedule a call →

<p>Interview fractional leaders this week for <strong>free</strong>!</p>

Audit and assurance software trusted by 500,000+ professionals. Smarter workflows, real-time collaboration, and quality you can trust.

Caseware Icon

Caseware is a leading brand that offers innovative solutions for accounting, auditing, and financial reporting. With a vision to drive efficiency and insight in accounting practices, Caseware provides tailored solutions for various sectors including accounting firms, corporations, and government organizations. For accounting firms, Caseware offers modernization tools to transform practices and deliver high-quality engagements. Their solutions include Audit & Assurance, Client Advisory, Practice Management, and Tax services. For corporations, Caseware provides comprehensive solutions to streamline corporate accounting and audit processes. Their offerings include Financial Reporting, Internal Audit, and Tax services. For government organizations, Caseware offers advanced solutions for public-sector reporting, auditing, and analytics. Their services cover Financial Reporting, Governmental Audit, Internal Audit, and Tax. Caseware's range of products includes Caseware Cloud, Caseware Working Papers, Caseware IDEA, Caseware Accomplish, Caseware Audit International, Caseware PBC, Caseware Sherlock, and Caseware SQM. Whatever your organization's needs may be, Caseware has the right solution to meet your requirements. Contact them today to explore how they can assist you in achieving your financial and accounting goals.

Caseware

Caseware Logo

Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages.

Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.

With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.

One of Caseware's core values is Many Voices, One Team and with that in mind, we're dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply.

## Tax Manager, US Tax

**Location:** Atlanta, Georgia

**Work Arrangement:** Part Time - Permanent / Remote

### The Opportunity

We are looking for a part-time Tax Manager (SME) to partner with our Product Management, Development, and Quality Assurance teams in the ongoing development and enhancement of Caseware's U.S. tax solutions.

This role is ideal for an experienced tax professional who wants to leverage their technical tax knowledge in a technology-focused environment. As a trusted advisor to the product team, you will provide expertise on U.S. tax regulations, tax preparation workflows, compliance requirements, and industry best practices to help ensure our solutions meet the evolving needs of tax professionals.

You will play a critical role in translating tax requirements into practical, scalable software capabilities that improve efficiency, accuracy, and user experience.

### What you will be doing:

**Product and Tax Expertise**

• Serve as the primary U.S. tax subject matter expert for Caseware's tax product initiatives.

• Provide guidance on U.S. federal and state tax regulations, compliance requirements, and tax preparation workflows.

• Collaborate with Product Managers to define and prioritize product requirements and enhancements.

• Review product designs, workflows, calculations, and tax content to ensure technical accuracy.

• Assist in translating tax legislation and regulatory changes into software requirements and product updates.

• Validate tax-related functionality and support quality assurance activities.

• Provide input on tax forms, schedules, calculations, diagnostics, and compliance processes.

• Help identify opportunities for automation and workflow improvements within the tax preparation process.

**Industry and Regulatory Insight**

• Monitor changes in U.S. tax legislation, IRS guidance, and industry trends.

• Advise product teams on emerging developments that may impact customers or product functionality.

• Participate in product planning discussions and strategic initiatives.

• Support the development of product documentation, training materials, and customer-facing guidance as needed.

**Cross-Functional Collaboration**

• Work closely with Product Management, Engineering, Quality Assurance, Customer Success, and Support teams.

• Provide tax expertise during product reviews, feature design sessions, and release planning.

• Act as a resource for internal stakeholders on technical tax questions and industry practices.

### What you will bring:

• Bachelor's degree in Accounting, Taxation, Finance, or a related field.

• 5+ years of experience in U.S. tax compliance, tax preparation, tax consulting, or tax advisory services.

• Strong knowledge of U.S. federal income tax rules and tax compliance processes.

• Experience preparing or reviewing individual, corporate, partnership, and/or S-corporation tax returns.

• Strong understanding of tax workflows within public accounting firms or corporate tax departments.

• Ability to interpret tax legislation and translate technical requirements into practical business solutions.

• Excellent analytical, communication, and problem-solving skills.

• Ability to work collaboratively with both technical and non-technical teams.

• Strong attention to detail and commitment to quality.

**Preferred Qualifications:**

• CPA strongly preferred

• Experience with tax software solutions and tax technology platforms.

• Experience reviewing or developing tax methodologies, guidance, or technical content.

• Background in public accounting, tax consulting, or professional services.

• Experience with tax technology, automation, or digital transformation initiatives.

• Familiarity with SaaS products and software development environments.

**What's in it for you:**

• **Innovation is at our core.** We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions.

• **We are committed to a collaborative culture,** where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.

• **Work-life balance is important to us.** We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance.

• **We offer competitive compensation,** including a competitive salary and comprehensive benefits

• **We are driven by impactful work**. Your contributions directly affect how our clients manage financial processes and drive their success.

• **Recognition and rewards matter to us**. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.

• **We embrace global opportunities**. Work on international projects and collaborate with a diverse, global team.

Director, People Operations at Caseware International Inc.

Nancy Chrl

Director, People Operations

𝐺𝑙𝑜𝑏𝑎𝑙 𝐿𝑒𝑎𝑑𝑒𝑟 • 𝐻𝑢𝑚𝑎𝑛 𝑅𝑒𝑠𝑜𝑢𝑟𝑐𝑒𝑠 • 𝑃𝑒𝑜𝑝𝑙𝑒 𝑆𝑡𝑟𝑎𝑡𝑒𝑔𝑦 • 𝑇𝑎𝑙𝑒𝑛𝑡 𝑀𝑎𝑛𝑎𝑔𝑒𝑚𝑒𝑛𝑡 • 𝐸𝑚𝑝𝑙𝑜𝑦𝑒𝑒 𝐶𝑎𝑝𝑎𝑏𝑖𝑙𝑖𝑡𝑖𝑒𝑠

Kate Muller

Chief People Officer

Senior Human Resource Professional

Julie Birmingham

Fractional CHRO

Senior HR Data Analyst

Manager, China Operations

Caseware - Tax Manager, US Tax

Senior Tax Manager

Caseware is the leading global provider of cloud-enabled audit, financial reporting and data analytics solutions for accounting firms, corporations and government regulators. Caseware's innovative tools and platforms help more than half a million customers in 130 countries work smarter, dig deeper and see further as they transform insights into impact.

CaseWare International

Caseware is the leading global software provider for CPAs, auditors, risk and governance professionals. Reach new levels of productivity and efficiency today.

Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!

As we continue to expand our U.S. Tax portfolio, we are seeking a knowledgeable and experienced Tax Manager (SME) to help shape the future of our tax  
products.

The Opportunity

We are looking for a part-time Tax Manager (SME) to partner with our Product Management, Development, and Quality Assurance teams in the ongoing development and enhancement of Caseware's U.S. tax solutions.  
This role is ideal for an experienced tax professional who wants to leverage their technical tax knowledge in a technology-focused environment. As a trusted advisor to the product team, you will provide expertise on U.S. tax regulations, tax preparation workflows, compliance requirements, and industry best practices to help ensure our solutions meet the evolving needs of tax professionals.

You will play a critical role in translating tax requirements into practical, scalable software capabilities that improve efficiency, accuracy, and user experience.

### **What you will be doing:**

Product and Tax Expertise  

- Serve as the primary U.S. tax subject matter expert for Caseware's tax product initiatives.
- Provide guidance on U.S. federal and state tax regulations, compliance requirements, and tax preparation workflows.
- Collaborate with Product Managers to define and prioritize product requirements and enhancements.
- Review product designs, workflows, calculations, and tax content to ensure technical accuracy.
- Assist in translating tax legislation and regulatory changes into software requirements and product updates.
- Validate tax-related functionality and support quality assurance activities.
- Provide input on tax forms, schedules, calculations, diagnostics, and compliance processes.
- Help identify opportunities for automation and workflow improvements within the tax preparation process.

  
Industry and Regulatory Insight  

- Monitor changes in U.S. tax legislation, IRS guidance, and industry trends.
- Advise product teams on emerging developments that may impact customers or product functionality.
- Participate in product planning discussions and strategic initiatives.
- Support the development of product documentation, training materials, and customer-facing guidance as needed.

  
Cross-Functional Collaboration  

- Work closely with Product Management, Engineering, Quality Assurance, Customer Success, and Support teams.
- Provide tax expertise during product reviews, feature design sessions, and release planning.
- Act as a resource for internal stakeholders on technical tax questions and industry practices.

### **What you will bring:**

- Bachelor's degree in Accounting, Taxation, Finance, or a related field.
- 5+ years of experience in U.S. tax compliance, tax preparation, tax consulting, or tax advisory services.
- Strong knowledge of U.S. federal income tax rules and tax compliance processes.
- Experience preparing or reviewing individual, corporate, partnership, and/or S-corporation tax returns.
- Strong understanding of tax workflows within public accounting firms or corporate tax departments.
- Ability to interpret tax legislation and translate technical requirements into practical business solutions.
- Excellent analytical, communication, and problem-solving skills.
- Ability to work collaboratively with both technical and non-technical teams.
- Strong attention to detail and commitment to quality.
- CPA strongly preferred
- Experience with tax software solutions and tax technology platforms.
- Experience reviewing or developing tax methodologies, guidance, or technical content.
- Background in public accounting, tax consulting, or professional services.
- Experience with tax technology, automation, or digital transformation initiatives.
- Familiarity with SaaS products and software development environments.

**What's in it for you:**

- **️Innovation is at our core.** We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions.

- **️We are committed to a collaborative culture,** where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.

- **️Work-life balance is important to us.** We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance.

- **️We offer competitive compensation,** including a competitive salary and comprehensive benefits

- **️We are driven by impactful work**. Your contributions directly affect how our clients manage financial processes and drive their success.

- **️Recognition and rewards matter to us**. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.

- **️We embrace global opportunities**. Work on international projects and collaborate with a diverse, global team.

**About Caseware:**

Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.

With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.

One of Caseware's core values is Many Voices, One Team and with that in mind, we're dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process, please e-mail our People Operations team at talent@caseware.com.

**Background Check:**

Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residing in the Netherlands and Germany are excluded from undergoing background checks via Certn.co

**Security and Fraud:**

*Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @caseware.com and our open positions are always listed on reputable job boards and on our website https://jobs.lever.co/caseware. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.*

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Tax Manager, US Tax

Atlanta

Part-time Tax Manager role at Caseware, focusing on U.S. tax solutions in a remote, technology-focused environment.

Caseware

About Caseware

Jobs

Fractional Tax Manager, US Tax

About this page