Strategic Tax & Accounting, LLC always seeking continuous and talented professionals to join our team. We offer generous benefit and work life balance and were named by Birmingham Business Journal in the “2025 Best Places to Work,” based on the employee benefits offered and an employee survey. If you are looking to grow professionally and personally, please submit a resume by email to: careers@strategicprofessionaladvisors.com
Open Positions
Tax Practice Operations Manager
Start Date: January, 2027
Strategic Tax & Accounting, LLC | Birmingham, Alabama
Full-Time | In-Office | $50,000 to $75,000 + Bonus and Benefits
Strategic Tax & Accounting, LLC, a 2026 Quantum Certified Workplace and two-time Birmingham Business Journal Best Place to Work (2025 and 2026), is hiring a Tax Practice Operations Manager to run the systems that move roughly 2,000 client tax engagements from intake through preparation, review, filing and completion. This full-time, in-office position reports to the COO.
This is not a tax preparation position. An accounting degree and tax preparer experience are not required. You will need a working knowledge of common tax forms (W-2, 1099, K-1, Schedules C, E and F), the tax season calendar, and a genuine interest in building and running internal process systems. You will be the operational air traffic controller of our tax practice, working in Canopy (practice management and CRM) alongside Drake tax software.
What You Will Do
- Build and improve workflows, templates and automations in Canopy for tax preparation and tax planning engagements
- Route incoming client documents and track each return through the preparation process
- Maintain a system identifying files waiting on information versus ready for preparation, and flag stalled engagements
- Build reports and dashboards tracking engagement status, deadlines and workflow performance
- Identify bottlenecks, eliminate redundant steps, automate where possible and train the tax team on improvements
Your First Season
Our COO and a Canopy implementation consultant have already mapped our tax preparation workflows and built the client questionnaires, templates and information requests. You will work alongside them to monitor and improve these systems through the April deadline, then help design and launch the workflow for off-season tax planning engagements.
Requirements
- Strong technology, analytical and organizational skills
- Ability to manage complex processes involving many clients, team members and hard deadlines
- Ability to work extended hours January through April and September through October
Strongly Preferred
- Experience in a CPA firm, tax office or other professional services environment
- Experience with Canopy, Karbon, TaxDome or similar practice management software
- Bachelor's degree in Business, Accounting, MIS, Operations or Finance, plus 3+ years of relevant experience or an MBA
Compensation and Benefits
Base salary of $50,000 to $75,000 based on experience and qualifications, with the upper range for candidates with tax office management experience, Canopy (or similar) experience, or an MBA. Benefits include:
- Annual bonus tied to firm tax revenue
- Health, group term life and disability insurance
- Retirement plan matching
- Paid time off, holidays and paid medical leave
- Professional development and continuing education assistance
- Equity ownership after a vesting period
About Us
Strategic Tax & Accounting is a growing, multiple office CPA firm serving small business owners, entrepreneurs, investors and individuals with complex tax needs. We are the flagship of a group of affiliated firms that also includes a law firm and a financial advisory firm, so our clients receive integrated tax, legal and financial planning advice.
In 2025, Birmingham, Alabama was named one of Top five metro areas in the U.S. for young, college-degreed professionals ( https://www.wsj.com/lifestyle/careers/us-cities-entry-level-job-market-ab688897?reflink=desktopwebshare_permalink )
Over the past decade, Strategic Tax & Accounting LLC has been honored with many awards from local and state wide media and educational organizagions:
- Birmingham Business Journal – Leadership in Finance Award (2026)
- Birmingham Business Journal – Best Places to Work (2025 & 2026)
- Cullman Times Best of the Best – Best Tax Preparation (2026) & Best Accounting Services (2025)
- UAB Collat School of Business – Spirit of Collat Award (2025)
- Birmingham Business Journal – Who's Who in Accounting (2023, 2024 & 2025)
- Birmingham Business Journal – CEO Award (2022)
- UAB National Alumni Association – Excellence in Business Top 25 (2014, 2021, 2023 & 2024)
Learn more at www.strategictaxllc.com
Tax Preparer (Staff to Senior)
Start Date: January, 2027
Strategic Tax & Accounting, LLC | Birmingham, Alabama
Full-Time | In-Office | $50,000 to $75,000 + Bonus and Benefits
Strategic Tax & Accounting, LLC, a 2026 Quantum Certified Workplace and two-time Birmingham Business Journal Best Place to Work (2025 and 2026), is hiring Tax Preparers from entry level (internship experience minimum) through senior accountant to prepare and review returns for roughly 2,000 clients and to deliver tax planning and advisory engagements between filing seasons.
You will prepare Forms 1040 (with Schedules C, E and F), 1120-S, 1065 and 1041 in Drake tax software, with engagements managed in Canopy. Between filing seasons the work shifts to tax projections and tax planning for small business owners.
What You Will Do
- Prepare individual, business, trust and estate returns accurately and on schedule in Drake
- Gather, organize and reconcile client information through Canopy questionnaires and direct client requests
- Research tax questions and document positions clearly
- Communicate with clients by phone, email and in person, and respond to IRS and state notices
- Support tax planning and advisory engagements between filing seasons
Requirements
- Bachelor's degree in Accounting or equivalent work experience
- Experience preparing individual and business returns in a CPA firm or tax office
- Strong attention to detail, organization and written communication
- Ability to work well in a team environment
- Ability to work extended hours January through April and September through October
Strongly Preferred
- CPA or EA, or actively pursuing one (required for senior level, along with 3+ years of public accounting tax experience)
- Experience with Drake, Canopy or similar software, and QuickBooks
Compensation and Benefits
Base salary of $50,000 to $75,000 based on experience, upwardly negotiable for candidates with significant experience, tax planning exposure, credentials (CPA or EA) or an existing client base. Benefits include:
- Annual bonus tied to firm tax revenue
- Health, group term life and disability insurance
- Retirement plan matching
- Paid time off, holidays and paid medical leave
- Professional development and continuing education assistance
- CPA and EA exam review course reimbursement
- Equity ownership after a vesting period
