Manager, Tax Pro

This is a fully remote position, open to applicants in Missouri.

📋 Description

• Oversee the Remote Tax Pro (RTP) program, ensuring its success and long-term viability.

• Collaborate across functions with sponsors, support teams, and stakeholders to improve program capacity and capabilities.

• Facilitate a seamless transition for clients moving from in-office to remote services.

• Provide consistent, high-quality support to both internal and external clients.

• Directly lead the RTP program and its associates, encompassing hiring, talent development, output management, bench planning, compensation evaluations, recognition, and performance management.

• Supervise the creation and adherence to Standard Operating Procedures (SOPs).

• Produce regular performance reports on the program and maintain financial oversight.

• Foster an understanding of the RTP clientele, ensuring that SOP design, service delivery, and feedback mechanisms align with client expectations.

• Advocate for the RTP program and serve as a liaison for Roll Up offices.

• Ensure consistent program participation across all offices.

• Identify opportunities to broaden the program's scope and service offerings.

• Collaborate with support partners to assess program viability and risks.

• Identify, acquire, and organize the necessary resources to operate the RTP program.

• Implement the assigned Short Range Plan and performance targets to ensure program effectiveness and labor efficiency.

• Manage the calculation of incentive payments.

• Verify and document program outcomes, progress, and challenges.

• Act as a brand ambassador for the program with both internal and external stakeholders.

• Perform additional tasks required to advance the RTP program.

⛳️ Requirements

• Bachelor’s degree in a relevant field or equivalent experience through a combination of education and related work experience.

• A minimum of 8 years of related work experience.

• Demonstrated ability to hire, coach, develop, and lead high-performing teams, including nurturing new or emerging leaders.

• Strong analytical, critical-thinking, and problem-solving abilities.

• Capability to interpret operational, workforce, financial, and client experience data.

• Ability to manage multiple priorities, lead change, and meet deadlines in a dynamic, fast-paced environment.

• Advanced communication, interpersonal, facilitation, and relationship-building skills.

• Capacity to collaborate across all levels within the organization.

• Proven emotional intelligence.

• Ability to promote accountability, engagement, inclusion, and continuous improvement.

• Strong client relationship skills with a commitment to providing an accurate, timely, and consistent client experience.

• Proficiency with Windows-based computer systems and a willingness to learn and apply technology in a business context.

• Must meet IRS e-file suitability criteria as outlined in IRS Publication 3112.

• Willingness to work an irregular schedule as required by business needs.

• Preferred: experience in leading geographically dispersed or virtual teams.

• Preferred: experience in tax preparation, accounting, financial services, or a professional services setting.

• Preferred: experience in scaling a team or operating model through various growth stages.

• Preferred: experience utilizing workforce, productivity, quality, and client experience metrics to enhance performance.

• Preferred: experience in partnering cross-functionally to implement new processes, tools, or technologies.

🏝️ Benefits

• Competitive salary.

• Medical and prescription drug coverage for employees and their eligible dependents.

• H&R Block Retirement Savings Plan (401(k) Plan).

• Employee Assistance Program.

• Virtual fitness center programs.

• Associate discount program.

• Business Travel Accident Insurance.

• Associate Tax Preparation benefit.

• Support for personal and professional life both in and out of work.

• Potential eligibility for incentive compensation or short-term incentive plans.