Tax Office Manager

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

📋 Description

• Supervise daily remote tax preparation activities

• 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 tax returns

• Safeguard secure and confidential taxpayer information

• Adhere to relevant IRS due diligence and electronic filing regulations

• Communicate professionally with both clients and tax preparers

• Keep organized records for clients and tax preparation

• Aid in the development and maintenance of client relationships

• Engage in necessary operational and compliance training

• Ensure compliance with filing deadlines and internal procedures

• Build, manage, and expand a tax business along with a personal tax client portfolio

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

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

• Recruit, develop, lead, and support a team of tax preparers

• Oversee daily operations of the tax business, client workflow, and tax season processes

• Ensure proper collection and maintenance of client documentation

• Monitor submitted returns and funded return activities

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

• Advocate for accurate and ethical tax preparation practices

• Provide exceptional customer service and foster lasting client relationships

• Educate clients throughout the tax preparation journey

• Take responsibility for business objectives, growth, and results

• Utilize provided tools, training, and resources for optimal success

• Continue personal development as a tax professional, leader, and business owner

⛳️ Requirements

• An active EFIN or the capability to apply for and receive IRS authorization

• A valid PTIN when preparing federal tax returns for compensation

• Excellent communication and organizational abilities

• Capacity to work autonomously in a remote setting

• Reliable access to a computer and the internet

• Ability to safeguard confidential taxpayer information

• Strong attention to detail and a professional demeanor

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

• Applicants must secure necessary IRS approval prior to undertaking activities requiring an EFIN

• Independent contractor engagement with accountability for fulfilling client service expectations, meeting filing deadlines, compliance obligations, and operational duties

🏝️ Benefits

• Professional tax preparation software

• Operational support during tax season

• Resources for tax compliance and due diligence

• Training and ongoing tax education opportunities

• Workflow guidance

• Support resources for tax preparers

• Guidance for marketing and client development

• Flexible schedule management as an independent contractor