Production Manager (Tax Manager) – Cannabis & Psychedelics-Focused Accounting Firm
Join a fast-growing, progressive team shaping the future of tax advisory in high-growth industries.
About Us
Calyx CPA LLC is a boutique tax and accounting firm specializing in the unique needs of plant medicine companies. It offers comprehensive business consulting, entity advisory, tax planning, and tax preparation services to companies across the U.S.
We’re based in southern Oregon, but we have remote staff and clients located across the U.S. We’re a friendly group of about 18 individuals (and growing fast) and we value integrity, advocacy, commitment, and care for both our clients and teammates.
Our organizational structure is a little different from traditional public accounting firms. We refer to it as a deep and narrow structure. Rather than by breaking out into departments like tax and bookkeeping it’s broken out into teams. Each team is a fully independent unit and each team manages about $1.2-1.5 million in fees. A team includes a Client Manager (CM), Production Manager (PM), and typically two tax preparers and two bookkeepers.
We are not a high volume low-cost provider. Our focus is on a high level of service and accuracy which enables us to service fewer clients and charge a bit more than our competitors.
The Opportunity
The Production Manager (PM) role is technical heavy and requires strong organizational and leadership skills, as well as technical skills. You are essentially the hub of the production team and you are the strongest on the team in technical topics. You are the intermediary between the Client Manager (CM) and the preparers. You are responsible for ensuring that projects are completed in a timely manner with a high level of completeness and accuracy. You are able to get into the weeds on complex projects and sometimes messy bookkeeping. You are very organized, disciplined and accountable in managing schedules. You are able to support your team with training as necessary by providing detailed review points. You understand that as you build up your team it makes your work easier and better. You are able to communicate well internally with your team as well as externally with clients when it comes to requesting information and clarification on certain issues.
Ultimately, it is your responsibility to provide completed projects to the Client Manager that require minimal additional review and are free of errors and omissions. The role does not require substantial communication with the client. Client communications are generally related to information gathering. Sometimes you can sit in on client meetings to support the Client Manager with technical information.
In terms of temperament, you prefer working on projects and getting work done to communicating with clients.
We’re looking for someone who is already seasoned and can ‘hit the ground running’ and really brings a high level of experience and technical ability. While we provide training and support, we are looking for someone who has already dealt with complex tax and bookkeeping and who has managed preparation schedules and staff; someone who feels confident that he or she can take the reins of a small production team and start adding value right away.
Key Responsibilities
● Managing a team of accountants and bookkeepers
● Assigning tax returns and bookkeeping projects to preparers and tracking progress to ensure on-time completion, while guiding less experienced team members in completing their tasks.
● Supporting, training, and developing the technical knowledge and skills of direct reports in all aspects of tax return and financial statement preparation.
● Actively participating in daily production meetings with your team, weekly tactical check-ins on project statuses.
● Reviewing business and individual tax returns, financial statements, and related working papers to document and substantiate completed work, ensuring quality, clarity, and completeness (90-100%).
● Preparing the firm’s more complex tax returns, tax planning figures and analyses.
● Researching topics new to you to self-teach accurate related tax form preparation.
● Assisting Client Manager with technical topics.
● Support the Client Manager with analyzing sales leads in terms of reviewing their previously filed tax returns and bookkeeping to help with determining project scope and pricing.
What Success Looks Like
By your 6-month mark, you’ve:
● Built strong, trust-based relationships with you production team.
● Provided training support to your team.
● Taken the lead on complex projects and familiarized yourself with your client portfolio.
● Build schedules for delivery of upcoming tax projects including tax planning.
● Reached your productivity target metrics.
● Become strong on unique technical tax issues related to cannabis and psychedelics clients.
● Delivered high-level tax planning recommendations that saved clients money and stress.
● Developed team members by reviewing their work, sharing knowledge, and encouraging growth.
● Created efficiencies in communication and workflow between you, your team, and your clients.
Must-Have Qualifications
● 7–15+ years of experience in public accounting in tax preparation and technical review.
● Experience in public accounting managing tax preparers and project schedules.
● Bachelor’s Degree with preferred major in Accounting or related field.
● CPA or EA designation.
● High-level proficiency in reviewing and finalizing returns for S-Corps, C-Corps, Partnerships, and Individuals.
● Detailed technical knowledge including, but not limited to, shareholder, AAA, and partner basis rules, NOL, passive activity, and related party loss rules, property sales, including capital gains, depreciation recapture, installment sales, like-kind exchanges, common elections, credits, and tax minimization strategies, and self-rental rules.
Nice to Have
● Knowledge of cannabis or psilocybin industry regulations and challenges.
● Proficiency with tools like QuickBooks, Lacerte, Microsoft Office, Xero, etc.
● Familiarity with forms 3115 and 8275.
● Experience with payroll and bookkeeping workflows.
Compensation & Benefits
- Salary: $150,000 – $190,000+ annually (DOE)
- Annual Bonus: Based on company profitability
- Retirement: SIMPLE IRA with company match
- Health: 100% coverage for employee + 50% for dependents
Time Off
● Paid office closure twice a year for 3 weeks each (winter + summer)
● Unlimited PTO (planned absences outside closures limited to 2 consecutive weekdays)
● 6 weeks paid parental leave at 50% salary
Equipment
- Company-provided computer
Remote Perks
● 100% remote work with option for in-person/hybrid if based in Oregon
● 50% reimbursement for internet (remote employees)
● Company-paid CPE & licensure maintenance
Culture & Events
● Casual, down-to-earth team environment
● Annual company gathering (travel paid for employee + one companion)
● Opportunity to attend industry conferences (e.g., MJBizCon)
Work Schedule & Location
● Schedule: Monday–Friday, 8:00 AM – 5:00 PM PT
● Location: Medford, Oregon or Remote (U.S.-based)
Why Join Us
We’re a mission-driven, growing firm working at the frontier of emerging industries. If you want to do meaningful work in a fast-evolving space—with great clients, a supportive team, and leadership that values balance—this is the place. You’ll make a difference here.
How to Apply
Submit your resume and a short note about why this opportunity excites you. If you’re up for it, include a short video message introducing yourself (optional but appreciated).
Job Type: Full-time
Pay: $150,000.00 - $190,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Cell phone reimbursement
- Continuing education credits
- Dental insurance
- Family leave
- Flexible schedule
- Health insurance
- Internet reimbursement
- License reimbursement
- On-the-job training
- Opportunities for advancement
- Paid sick time
- Paid time off
- Parental leave
- Relocation assistance
- Retirement plan
- Unlimited paid time off
- Vision insurance
- Work from home
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Experience:
- Public accounting: 7 years (Required)
License/Certification:
- Enrolled Agent or CPA License (Required)
Work Location: Remote