Senior Tax Manager

Meridia Recruitment Solutions has partnered with Waypoint, a venture-backed, AI-native tax firm, to recruit a Senior Tax Manager to lead its US cross-border individual tax practice.

Waypoint is a venture-backed, AI-native tax firm helping US citizens, green card holders, and expats meet their US tax filing obligations. Headquartered in Israel and backed by US and Israeli investors, Waypoint serves clients across Israel and Canada. The firm builds AI agents that automate the end-to-end work of tax professionals, so every member of the team reviews AI-produced work instead of preparing it by hand.

RESPONSIBILITIES:

AI AND PROCESS

• Work with product and engineering to design, evaluate, and improve our AI agents, turning review findings into concrete improvements.
• Identify bottlenecks in our tax workflow and help automate them.

TAX OPERATIONS

• Own the engagement lifecycle from intake to electronic filing, including filing season deadlines and extensions.
• Track KPIs such as turnaround time, accuracy, and client satisfaction.
• Maintain firm tax positions, review checklists, and quality control standards, and keep the team current on IRS changes.

TEAM LEADERSHIP

• Lead, mentor, and manage our senior tax accountants across Israel and Canada, from hiring and onboarding to performance reviews.
• Allocate workload and balance capacity, especially during filing season.
• Build a culture of ownership, accuracy, and continuous improvement.

CLIENT OWNERSHIP AND GROWTH

• Own a portfolio of our most complex and high-value clients as their year-round trusted advisor.
• Lead prospect meetings, scope and price engagements with sales, and write proposals that turn leads into long-term clients.

TECHNICAL REVIEW AND ESCALATIONS

• Act as final reviewer and signer on complex US individual returns for clients living abroad.
• Handle escalations, IRS notices and correspondence, and amended returns.

QUALIFICATIONS:

EDUCATION & EXPERIENCE

• 8+ years of US individual tax experience, including at least 2 years as a Tax Manager leading a team of expat tax preparers and reviewers.
• Deep expertise in international individual tax, including Forms 1040, 2555, 1116, 8938, 8621, 3520, 5471, and FinCEN 114 (FBAR).
• Proven track record running tax operations through busy seasons, including workflow design, capacity planning, and quality control.
• Experience owning client relationships and growing a practice.
• Hands-on experience with professional tax software such as CCH Axcess.
• Excitement about leading a practice where AI agents prepare and people review.
• Ability to work independently in a fully remote environment.

KEY SKILLS & CHARACTERISTICS

• Strong leadership and communication skills, and comfort leading a remote team across time zones.
• Background in business tax.
• Background in bookkeeping.
• Familiarity with current AI agents such as Claude Cowork and ChatGPT.

This is a current vacancy; the salary range is $120,000 - $150,000 USD.

The position includes equity/stock options, 20 days of paid vacation, and the flexibility to work from anywhere.

For more information, please contact Adam Creaghan, Partner, at View email address on apply.j-vers.com or View phone number on apply.j-vers.com, or Lauren MacDonald, Recruitment Specialist, at View email address on apply.j-vers.com or View phone number on apply.j-vers.com. If you require accommodation to participate in the recruitment process, please let Lauren know.

Meridia Recruitment Solutions connects leading organizations with top talent by building strong relationships and creating ideal matches with candidates because we are only successful when you are.

We appreciate your interest in this opportunity. To learn more about Meridia Recruitment Solutions, our job opportunities, and our services, please visit our website.