Part-Time
Tax Manager
Caseware
501-1,000 employees
Cloud-based audit and practice management platform
No salary listed
Atlanta, GA, USA
Remote
Remote role in the United States; Atlanta listed as a near-site location but remote work is allowed.
Bachelor's
 Accounting (1) |
|---|
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- 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.
- 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.
- 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.
- 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.
- CPA strongly preferred
- Experience with tax software solutions and tax technology platforms
- Familiarity with SaaS products and software development environments
Caseware provides software solutions for audit, assurance, and practice management for accounting firms, government agencies, and corporate finance teams. Its flagship Caseware Cloud is a cloud platform where firms store files, manage engagements and workflows, and collaborate securely with clients, using consistent data naming to streamline audits. It differentiates itself by offering an integrated, subscription-based end-to-end solution that targets audit-focused workflows rather than general accounting software. Its goal is to help clients deliver deeper insights and run audits and advisory work more efficiently, while maintaining ongoing relationships through regular updates and support.
Company Size
501-1,000
Company Stage
Growth Equity (Venture Capital)
Total Funding
N/A
Headquarters
Toronto, Canada
Founded
1988
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Simplify's Take
What believers are saying
- EisnerAmper adopted DAS on June 25, 2026, with 1,100 professionals and 1,500 engagements.
- The Netherlands launched Verity visualization on June 25, 2026, expanding AI workflow adoption.
- Withum and the majority of top 30 U.S. firms already buy Caseware.
What critics are saying
- Caseware's 2025 C-suite overhaul breaks continuity while Verity rollout demands flawless execution.
- The $100 million Verity bet needs rapid adoption; stalled usage crushes ROI.
- Workiva and Thomson Reuters can standardize rival stacks; losing top firms becomes existential.
What makes Caseware unique
- Verity embeds governed AI inside engagements, with citation-backed outputs and human review.
- DAS uses AICPA and CPA.com methodology, giving Caseware audit-workflow credibility.
- Caseware serves 23,000+ firms across 130 countries, including top U.S. accounting firms.
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Benefits
Hybrid Work Options
Flexible Work Hours
Growth & Insights and Company News
6 month growth
↑ 3%1 year growth
↑ 3%2 year growth
↑ 8%Citrin Cooperman adopts Caseware's AI-based audit platform. Ellichipuram Umesh Citrin Cooperman, a professional services company, has implemented Caseware's AI-enabled Dynamic Assurance Solution (DAS) Suite to improve audit quality and support professional development and growth. The company rolled out the complete DAS Suite - comprising DAS Audit, DAS PCR and DAS EBP - creating a single audit platform to drive consistent processes and collaboration, and use data-driven insights across its assurance operations. Citrin Cooperman & Company Assurance Innovation leader Jessie Kanter said: "Its investment in DAS is part of a broader commitment to innovation across the firm. "As AI and emerging technologies continue to reshape the profession, we are focused on empowering our professionals with intelligent tools that enhance audit quality, accelerate learning and enable us to scale effectively, while preserving the critical thinking and professional judgment that our clients value." The company's adoption of DAS is part of a wider strategy to embed AI-enabled tools and advanced technologies across its business. By using Caseware Verity, which integrates methodology, guidance and data-led insights into the audit process, the Caseware AI platform helps practitioners to make informed decisions, simplify engagement delivery and devote time to analysis and client work. Caseware CEO David Marquis said: "Firms like Citrin Cooperman & Company, LLP recognise that the greatest value comes from combining deep audit expertise with intelligent, governed workflows that help professionals become more efficient and accelerate time to value for clients. "That is exactly the vision behind Caseware Verity, and we are proud to build the agentic platform that enables the firms that are building the next generation of assurance." CPA.com acted as a strategic partner during the rollout, advising on implementation strategy, data migration, training and change management. Earlier this month, Citrin Cooperman Advisors acquired assets of LGA, an accounting and business advisory practice in the US. "Citrin Cooperman adopts Caseware's AI-based audit platform" was originally created and published by International Accounting Bulletin, a GlobalData owned brand.
Caseware to roll out AI visualisation tool for Dutch auditors. The new tool lets professionals create auditable charts in Caseware using natural language. Caseware, an AI platform for assurance and financial reporting, is set to launch Financial Reporting Visualisation Agent in the Netherlands. The new capability will allow accounting and audit professionals to produce auditable financial charts and visualisations within Caseware engagements using natural-language requests. The feature is built on Caseware Verity, the company's AI intelligence and orchestration layer for audit and assurance engagements. The Netherlands release marks one of the first Verity-powered functions to be embedded directly in the financial reporting workflow for customers in the country. Users can describe the type of output they need, such as a revenue trend analysis or an expense breakdown, and the agent generates an auditable chart based on engagement data. It works directly with trial balance and engagement information, automatically identifying relevant accounts, periods and visual formats. The system automatically selects the correct accounts, periods and visual formats, then displays a preview for approval. The human-in-the-loop step is intended to keep users in control of how visualisations are applied within engagements. Caseware CEO David Marquis said: "AI is creating an opportunity to fundamentally improve how audit and accounting professionals work with data. "With Verity, International Accounting Bulletin is embedding intelligent capabilities directly into the workflows professionals use every day. "The Financial Reporting Visualisation Agent helps firms move from data to insight faster while maintaining the transparency, governance and human oversight that are essential in assurance and financial reporting." The technology company noted that the tool offers full traceability back to the originating trial balance data, enabling users to follow each visualisation through to its underlying figures. The company added that users can also refine or modify charts through conversational interaction, adjusting views or parameters without leaving the Caseware environment. The agent can also incorporate supplementary data sources into visualisations, broadening the range of information that can be reflected in financial charts, the company added. Give your business an edge with its leading industry insights.
EisnerAmper leverages DAS powered by Caseware to unify audit and build an agentic future across its multi-vertical practice. Top 20 U.S. accounting firm adopts the full DAS Suite to deliver consistent, intelligent audit methodology across multi-vertical engagements. June 25, 2026 08:00 ET | Source: Caseware TORONTO, June 25, 2026 (GLOBE NEWSWIRE) - Caseware, the leading AI platform for assurance and financial reporting, today announced that EisnerAmper, one of the largest accounting and advisory firms in the United States, has adopted the Dynamic Assurance Solution (DAS) suite across its assurance practice. This comprehensive, cloud-based audit platform - including modules for preparation, compilation, and review engagements and employee benefit plan audits - enables EisnerAmper to deliver a consistent, data-driven audit methodology across a wide range of client industries and engagement types. More than 1,100 EisnerAmper professionals are now using the DAS suite to execute audits, and the firm has already completed over 1,500 client engagements using the new system. The adoption also marks the beginning of a longer strategic partnership, as EisnerAmper looks to Caseware as the platform on which it will build out its agentic AI capabilities. "From the start, they invested in strong champion leadership, a methodical change management approach, and a genuine commitment to embracing everything DAS..." "Implementing a unified audit solution has been essential so that every audit, regardless of industry, follows the same high standards and risk-focused..." "Our goal was to drive audit quality, efficiency, and a better client experience, all in a way that meets the complexity of our clients' businesses and our..." "We invested in robust training, pilot projects and change management so our people were well prepared," "Professional readiness was prioritized over speed, allowing our teams to embrace the new platform without disrupting service quality." "As EisnerAmper looked to build a future-ready foundation, it chose DAS powered by Caseware Verity to meet the needs of a multi-vertical practice at scale," "Our $100 million investment in Caseware Verity ensures leading firms like EisnerAmper have a trusted, governed platform to build AI-enabled workflows, drive..." "EisnerAmper's success is a direct reflection of the intentionality they brought to this rollout," "From the start, they invested in strong champion leadership, a methodical change management approach, and a genuine commitment to embracing everything DAS..." "Implementing a unified audit solution has been essential so that every audit, regardless of industry, follows the same high standards and risk-focused..." "Our goal was to drive audit quality, efficiency, and a better client experience, all in a way that meets the complexity of our clients' businesses and our..." "We invested in robust training, pilot projects and change management so our people were well prepared," "Professional readiness was prioritized over speed, allowing our teams to embrace the new platform without disrupting service quality." "As EisnerAmper looked to build a future-ready foundation, it chose DAS powered by Caseware Verity to meet the needs of a multi-vertical practice at scale," "Our $100 million investment in Caseware Verity ensures leading firms like EisnerAmper have a trusted, governed platform to build AI-enabled workflows, drive..." "EisnerAmper's success is a direct reflection of the intentionality they brought to this rollout," "From the start, they invested in strong champion leadership, a methodical change management approach, and a genuine commitment to embracing everything DAS..." DAS is an integrated, end-to-end audit platform that connects risk assessment, workpapers, financial reporting, and related workflows in a single secure cloud-based system. Built through a multi-year collaboration of the American Institute of CPAs (AICPA), CPA.com, and Caseware, DAS provides a modern, risk-focused approach to auditing. The platform's intelligent checklists and unified engagement data help eliminate disconnected tools and repetitive tasks, enabling audit teams to work more consistently and efficiently while maintaining rigorous quality standards. For a firm like EisnerAmper - serving clients across financial services, private equity, real estate, life sciences, technology and other sectors - audit consistency and quality are paramount. The firm's broad assurance practice encompasses very different types of engagements. "Implementing a unified audit solution has been essential so that every audit, regardless of industry, follows the same high standards and risk-focused methodology," said Phillip Austin, Partner-in-Charge of EisnerAmper's National Office and Chief Risk Officer for Assurance. "Our goal was to drive audit quality, efficiency, and a better client experience, all in a way that meets the complexity of our clients' businesses and our profession's rigorous standards." To that end, EisnerAmper's DAS adoption was rolled out deliberately and in phases, rather than through an overnight switch. This measured approach enabled staff to have the training and support needed to adopt the new system confidently. The firm worked closely with CPA.com, - an affiliate of the AICPA and a key collaborator on the DAS Suite - to design a tailored implementation and training program. "We invested in robust training, pilot projects and change management so our people were well prepared," said Jess Estrella, Assurance Technology and Innovation Leader for EisnerAmper's Assurance practice. "Professional readiness was prioritized over speed, allowing our teams to embrace the new platform without disrupting service quality." The new unified audit platform is already delivering meaningful benefits for EisnerAmper. By automating administrative steps and providing built-in guidance and analytics, the system frees up auditors to focus on higher-risk areas and strategic insights. "As EisnerAmper looked to build a future-ready foundation, it chose DAS powered by Caseware Verity to meet the needs of a multi-vertical practice at scale," said David Marquis, CEO of Caseware. "Our $100 million investment in Caseware Verity ensures leading firms like EisnerAmper have a trusted, governed platform to build AI-enabled workflows, drive efficiency and unlock growth in the agentic age." Dedicated training and implementation support EisnerAmper's adoption "EisnerAmper's success is a direct reflection of the intentionality they brought to this rollout," said Kalil Merhib, executive vice president, Growth & Professional Services, CPA.com. "From the start, they invested in strong champion leadership, a methodical change management approach, and a genuine commitment to embracing everything DAS has to offer. That kind of organizational discipline, combined with the collaborative partnership we've built together, is what drives real adoption - and it's what sets EisnerAmper apart." Looking ahead, EisnerAmper plans to continue evaluating innovative solutions within Caseware's platform, including AI-powered tools such as Extractly and Validate, with the goal of further embedding agentic AI directly into its engagement workflows over time. About EisnerAmper EisnerAmper is one of the largest accounting, tax, and business advisory firms in the U.S., with over 4,500 employees and more than 450 partners across the country. EisnerAmper provides audit, accounting, advisory, consulting, and tax services to a broad range of clients across many industries, including financial services, real estate, technology, healthcare and life sciences, and private equity. For more information, visit eisneramper.com. About Caseware Caseware is the leading global AI platform for accounting professionals, serving 23,000+ firms in over 130 countries. Caseware's platform powers audit, financial reporting, and compliance workflows for firms of every size - from regional practices to the world's largest networks. Caseware enables the world of audit and accounting to unlock efficiency, deliver excellence and grow with confidence. Through precision, partnership and innovation, we are powering trust in the global economy. About CPA.com CPA.com is the trusted partner in accounting and finance transformation, enabling firms and finance teams to evolve and innovate across audit, tax, and advisory services. It delivers leading-edge strategies, resources and technologies to help firms and finance teams of all sizes stay ahead of a rapidly changing marketplace, deliver more value to clients, and position for long-term success. CPA.com is an affiliate of the American Institute of CPAs (AICPA). For more information, visit www.CPA.com. Media Contact Ericka Podesta McCoy Chief Marketing Officer [email protected]
Caseware has launched its Financial Reporting Visualization Agent for the Netherlands market, powered by its Verity AI platform. The tool enables accounting and audit professionals to create auditable financial charts using natural language prompts directly within Caseware engagements. Users can describe desired visualizations, such as revenue trends or expense breakdowns, and the system automatically generates charts based on engagement data. The solution includes automated account selection, human review before application, and full traceability to underlying trial balance data. The launch represents one of the first Verity-powered capabilities embedded in financial reporting workflows for Dutch customers. Caseware, used in over 130 countries by more than 23,000 firms, corporations and government organisations, combines AI with domain expertise for audit and accounting work.
AICPA Dynamic Assurance Solution (DAS) expands connected audit workflows with new risk, controls and PCAOB capabilities. Published: June 08, 2026 at 3:10PM EDT TORONTO, June 08, 2026 (GLOBE NEWSWIRE) - Caseware, the leading AI platform for assurance and financial reporting software, today announced new updates to the Dynamic Assurance Solution (DAS). Operating within the Caseware AI ecosystem alongside Verity, DAS continues to unify methodology, engagement data and workflow-native intelligence across the audit lifecycle, helping firms improve audit quality while reducing complexity. The latest updates introduce comprehensive workflows for internal controls and risk assessment, embedded capabilities to support PCAOB engagements, and enhanced sampling capabilities - significantly reducing manual coordination while strengthening reviewer oversight and promoting compliance. The enhancements further strengthen the foundation for workflow-native intelligence across the audit lifecycle, ensuring firms can leverage connected data, methodology and engagement workflows. DAS delivers a fully integrated solution that connects risk assessment and responses to audit workflows within a single system of record. Powered by a transformative methodology developed by the AICPA in partnership with audit professionals from leading firms, DAS enables a data- and risk-driven audit approach that eliminates the need for disconnected tools, while enabling greater efficiency, audit quality and client value. "Firms continue to look for ways to improve audit quality while navigating increasing complexity, evolving standards and compliance expectations," said Amy Pawlicki, VP, Assurance & Advisory Innovation, AICPA. "The latest DAS updates build on our commitment to delivering connected, practitioner-driven audit workflows that help firms streamline execution while driving audit quality and client value." Key enhancements include: Enhanced Risk Assessment Workflow: A redesigned risk assessment workflow creates a direct, highly traceable path from initial observations to documented risks. Risk indicators, risk identification and risk response are now more tightly connected throughout the engagement.End-to-End Internal Controls: Scalable optionality for applicable entity type and audit approach, offering unified controls workflow that connects process understanding, design and implementation (D&I) assessments, and test of operating effectiveness. This centralization gives reviewers a clean, immediate summary of each control's status.Integrated PCAOB workflows: Built-in support for both integrated and non-integrated PCAOB public company audits, alongside dedicated interim (10-Q) review workflows. PCAOB-specific guidance, standards and checklists seamlessly surface based on engagement set up.Flexible Stratification in Sampling: A redesigned sampling interface that lets users define up to five custom strata - a significant expansion from the previous single-stratum limitation. The update also includes built-in stratification guardrails to support statistically sound, standards-compliant sample design and alignment with PCAOB requirements where applicable.Dynamic Financial Reporting: Streamlined financial statement tools featuring added dynamic calculations and new cashflow worksheets across multiple industries to simplify financial statement preparation.Stronger engagement file retention and documentation support: Help firms prepare more complete files in anticipation of inspections and peer review What firms are saying Jeanne Barrett, a shareholder at Schneider Downs & Co., Inc., commented, "DAS stands out not only for its advanced and purposeful methodology, but also for its flexibility and agility. The team's responsiveness ensures that our needs as practitioners are heard and addressed, allowing us to deliver high-quality audits with greater efficiency." About the Dynamic Assurance Solution (DAS) DAS operates within the Caseware AI ecosystem, where workflow-native intelligence, methodology and engagement data are unified across the end-to-end audit lifecycle. It delivers a fully integrated solution that connects risk assessment and responses to audit workflows within a single system of record. Powered by a transformative methodology, developed by the AICPA in partnership with audit professionals from leading firms, DAS enables a data- and risk-driven audit approach that eliminates the need for disconnected tools, while enabling greater efficiency, audit quality and client value. About Caseware Caseware enables the world of audit and accounting to unlock efficiency, deliver excellence and grow with confidence. Through precision, partnership and innovation, the company is helping power trust in the global economy. Trusted in more than 130 countries, Caseware combines advanced AI, deep domain expertise and secure cloud technology to reshape how assurance and financial reporting work is performed. Today, more than 23,000 firms, corporations and government organizations use Caseware technology worldwide. About CPA.com CPA.com is the trusted partner in accounting and finance transformation, enabling firms and finance teams to evolve and innovate across audit, tax and advisory services. It delivers leading-edge strategies, resources and technologies to help firms and finance teams of all sizes stay ahead of a rapidly changing marketplace, deliver more value to clients, and position for long-term success. CPA.com is an affiliate of the American Institute of CPAs (AICPA). For more information, visit www.CPA.com. Media Contact: Ericka Podesta McCoy, Chief Marketing Officer: [email protected] NEWS RELEASE TRANSMITTED BY Globe Newswire Globenewswire