Tax Office Manager

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

📋 Description

• Supervise daily remote tax preparation operations

• Prepare and/or review individual federal and state income tax returns

• Assist tax preparers with workflow and operational inquiries

• Ensure accuracy, documentation, and completion of returns

• Safeguard secure and confidential taxpayer information

• Adhere to applicable IRS due diligence and electronic filing regulations

• Communicate professionally with clients and tax preparers

• Maintain organized records for clients and tax preparation

• Aid in developing and sustaining client relationships

• Participate in necessary operational and compliance training

• Ensure compliance with applicable filing deadlines and internal protocols

• Build and manage a personal tax client portfolio

• Formulate strategies to attract new clients and boost tax return volume

• Promote the tax business through marketing, networking, and community involvement

• Identify opportunities to broaden services and enhance revenue

• Develop plans for long-term business growth and client loyalty

• Recruit and establish a team of tax preparers

• Provide leadership, direction, and support during tax season

• Oversee daily operations of the tax business and client workflow

• Ensure proper collection and maintenance of client documentation

• Monitor submitted returns and funded return activities

• Comply with IRS guidelines, due diligence requirements, and professional standards

• Advocate for accurate and ethical tax preparation practices

• Deliver outstanding customer service and foster enduring client relationships

• Educate clients throughout the tax preparation process

• Take responsibility for business objectives, growth, and outcomes

⛳️ Requirements

• An active EFIN or the capability to apply for and secure IRS approval

• A valid PTIN when personally preparing federal tax returns for remuneration

• Excellent communication and organizational skills

• Ability to work independently in a remote setting

• Reliable access to a computer and internet

• Capability to safeguard confidential taxpayer information

• Strong attention to detail and professionalism

• Experience in tax preparation, tax office, or team leadership is preferred

• Applicants lacking an EFIN must obtain the necessary IRS approval before engaging in activities that mandate an EFIN

🏝️ Benefits

• Professional tax preparation software

• Operational support during tax season

• Resources for tax compliance and due diligence

• Training and ongoing tax education

• Guidance for workflow

• Support resources for tax preparers

• Marketing and client development assistance