Manager, Tax Strategist Program

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

📋 Description

• Oversee the Remote Tax Pro (RTP) program as a key component of the CPA Roll-Up strategy.

• Ensure the RTP program achieves success and maintains long-term sustainability.

• Collaborate across various teams, sponsors, and stakeholders to improve program capacity and capabilities.

• Lead the process of transitioning clients from in-office services to remote offerings.

• Provide direct leadership for the RTP program and its associates, which includes hiring, talent development, output management, bench planning, compensation reviews, recognition, and performance management.

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

• Generate regular performance reports for the program and offer financial oversight.

• Understand the needs of RTP clients to ensure service delivery and feedback mechanisms align with client expectations.

• Advocate for the RTP program while acting as a liaison for Roll Up offices.

• Ensure consistent participation in the program from each office.

• Identify opportunities to broaden the program's scope and types of services offered.

• Anticipate program viability and risks in collaboration with support partners.

• Identify, secure, and organize resources necessary for operating the RTP program.

• Implement the assigned Short Range Plan and performance objectives, ensuring program effectiveness and labor efficiency.

• Manage the calculation of incentive payments.

• Verify and document program results, tracking progress and setbacks.

• Act as a brand ambassador for internal and external stakeholders.

• Complete necessary tasks to strengthen and advance the RTP program.

⛳️ Requirements

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

• Minimum of 8 years of related work experience.

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

• Strong analytical, critical-thinking, and problem-solving abilities with the capacity to interpret operational, workforce, financial, and client experience data.

• Proven track record of managing multiple priorities, leading change, and meeting deadlines in a fast-paced, dynamic environment.

• Advanced communication, interpersonal, facilitation, and relationship-building skills, with the ability to collaborate across all organizational levels.

• High emotional intelligence and a capacity to foster accountability, engagement, inclusion, and continuous improvement.

• Strong client relationship management skills, committed to delivering a precise, timely, and consistent client experience.

• Proficiency in Windows-based computer systems and a keen aptitude for learning and applying technology in a business context.

• Must meet IRS e-file suitability standards as outlined by IRS Publication 3112.

• Willingness to work irregular hours as business needs arise.

• Experience leading geographically dispersed or virtual teams.

• Background in tax preparation, accounting, financial services, or a professional services environment.

• Experience scaling a team or operating model through various growth stages.

• Familiarity with using workforce, productivity, quality, and client experience metrics to drive performance.

• Experience collaborating cross-functionally to implement new processes, tools, or technologies.

🏝️ Benefits

• Competitive salary.

• Medical and prescription drug coverage for employees and 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 Prep benefit.

• Support for life both inside and outside of work.

• Incentive compensation or short-term incentive plans may offer additional earnings.